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Webinar Recording

The CFO’s Guide to Supporting and Enabling Effective Professional Services

Date: Wednesday, March 25, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Many companies depend heavily on Professional Services (PS) to support the sale, implementation, and ongoing support of their product line(s). From the office of the CFO's perspective, this has significant impact to revenue, expenses, margins, and most of the company’s operations.

Recent research is clear that the majority of companies offering Professional Services are leaving substantial money on the table due to under-utilization of human capital and poor project performance.

This webinar will provide a helpful and actionable guide for finance leaders and their organizations to better understand the drivers of PS performance, best practices in execution, and specifics of how they can support and enable the PS team’s mission.
After attending this event you will be able to:
Identify key economic drivers of PS businesses
Recognize expenses associated with PS businesses and how to address/minimize them
Identify measures and metrics to use when measuring, reporting on and understanding PS businesses


Marc Lacroix, Managing Partner, RTM Consulting
Marc Lacroix
Managing Partner, RTM Consulting
Marc Lacroix is a Managing Partner of RTM Consulting with a proven track record in achieving Professional Services organizational growth and operations improvements in a variety of companies. Marc has specific expertise in program/project management, resource management, delivery methodology development and PSA solutions.

Prior to joining RTM Consulting, Marc was Vice President of Consulting and Professional Services for Convergys Corporation. Marc was responsible for North American client service delivery, building the practice to over 250+ resources and $100M annually. In addition to delivery, Marc was responsible for standardizing delivery methodologies for the global delivery team, consisting of 1,600 resources in over 31 countries. During his tenure, Marc also served as Vice President of the Global Solution Engineering team, responsible for worldwide sales and solution engineering for a $650M software and services business unit.

Marc holds an MBA from the Hough Graduate School of Business at the University of Florida, and a BA in Economics from Wake Forest University.
Moderated by: John Kogan, CEO,  Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


Event Sponsor - delivers ERP at Customer Speed™. Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain Management (SCM) apps allow businesses to increase the speed in which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and headquartered in San Francisco, is backed by UNIT4 and
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.