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Webinar Recording

Designing a Great Management P&L

Date: Tuesday, October 6, 2015
Time: 2:00 pm - 3:00 pm EDT
The Management P&L is the one report that is essential for the effective management of any organization. Unlike the financial statements required by GAAP, there are no set rules for how a Management P&L should look – the optimum report design is unique to each organization.

Join us as many-time CFO Randall Bolten reviews the design criteria that are common to all well-designed Management P&L. Randall will discuss how a well-designed Management P&L can help create a common language throughout the organization, and identify the tactical issues that must be addressed in order to implement a Management P&L.
After attending this event you will be able to:
Apply the universal design criteria essential for an effective Management P&L in any organization
Design a Management P&L that addresses your organization’s specific management issues and concerns
Design a report that can help create a common language throughout the organization
Build the Management P&L fits into your organization’s entire portfolio of financial statements and reports


Randall Bolten, CEO, Lucidity
Randall Bolten
CEO, Lucidity
Randall is an accomplished executive who has directed the financial operations of public companies and startups, and interacted with many boards of directors and investors. Passionate about the importance of presenting financial and other numerical information cogently and effectively, Randall provides professional training to the corporate finance community to help design clear, concise and innovative reporting packages, compensation plans aligned with performance and objectives, manage equity incentive plans for maximum benefit and impact, develop innovative pricing models, handle investor relations effectively, enable effective cross-function collaboration, especially with sales, and fully understand revenue recognition, stock option accounting and other GAAP issues. Randall is also the author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You”.
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 Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
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.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
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  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
  • Information
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    Proformative is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
    NASBA – Sponsor Number: 109504
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