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Webinar Recording

Designing a Great Management P&L

Date: Thursday, June 16, 2016
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

Speakers

Randall Bolten, CEO, Lucidity
Randall Bolten
CEO, Lucidity
Randall is an accomplished executive who has directed the financial operations of both public companies (Oracle and others) and startups with vast experience in working with boards as well as investors. Randall provides professional training to the corporate finance community to help design clear, concise and innovative reporting packages aligned with performance objectives, enable effective cross-functional collaboration, and fully understand revenue recognition, stock option accounting and other GAAP issues.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Sponsor

Event Sponsor Intacct
Intacct - Intacct is a leading provider of best-in-class cloud ERP software. Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are the preferred financial applications for AICPA business solutions. In use by more than 10,500 organizations from startups to public companies, Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Intacct to their clients.

Certification is not required to get started, but please let us know which certifications you have.

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
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits