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Webinar Recording

Designing a Great Management P&L

Date: Monday, September 19, 2016
Time: 2:00 pm - 3:00 pm EDT
NOTE:
  • This Webinar no longer offers CPE/CPD credit since it is no longer live.
  • This Webinar will be removed very soon. After that time, the video will no longer be available and it cannot be 'completed' in your Webinar plan.
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 a Management P&L that 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: Lindsey Smith, Senior Project Manager
Moderated by: Lindsey Smith
Senior Project Manager
Lindsey is the Senior Project Manager and Manager of Event Production for Argyle Executive Forum’s growing virtual division. She has been with Argyle since 2011 as a part of the Meeting Management & Operations team.

Prior to Argyle, Lindsey worked for ARAMARK in various locations and capacities – most recently as the Assistant Concessions Manager at the Oakland Coliseum.

A Virginia native, Lindsey holds a Bachelor of Business Administration degree with a concentration in Hospitality & Tourism Management from James Madison University and a minor in Exceptional Education. She is based in Texas.

Sponsor

Event Sponsor NetSuite
NetSuite - Today, more than 30,000 companies and subsidiaries depend on NetSuite to run complex, mission-critical business processes globally in the cloud. Since its inception in 1998, NetSuite has established itself as the leading provider of enterprise-ready cloud business management suites of enterprise resource planning (ERP), customer relationship management (CRM), and ecommerce applications for businesses of all sizes. Many FORTUNE 100 companies rely on NetSuite to accelerate innovation and business transformation. NetSuite continues its success in delivering the best cloud business management suites to businesses around the world, enabling them to lower IT costs significantly while increasing productivity, as the global adoption of the cloud accelerates.

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