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Webinar Recording

FP&A Transformation: Old School to Activity-Based Budgeting & Rolling Forecasts

Date: Friday, December 12, 2014
Time: 2:00 pm - 3:00 pm EST
Delivering strategic value from FP&A often requires a company to reimagine their financial planning and analysis processes and systems, and take a new approach to overcome their unique challenges to achieve their business and financial goals. Each company must define its own unique transformational journey, but there are three key best practices that set the stage for a successful journey, and provide the foundation for an FP&A framework that impacts shareholder value.

Join us as Holger Mueller, VP & Principal Analyst, Constellation Research and Tina Workman, VP of Accounting/Assistant Treasurer, Shelter Insurance discuss:

  • How your FP&A team can become trusted strategic advisors to sales, marketing, human resources, and operations groups in achieving departmental goals and align their organizations with corporate objectives and strategies
  • How to establish a process and culture for cross-functional collaboration in the financial planning cycle
  • How to evaluate and modernize your company’s new and future processes, cross-functional collaboration, and analytics needs

Tina Workman will also will share Shelter Insurance’s transformation from a static FP&A environment fueled by a technology “mule” to a dynamic, collaborative environment fueled by a technology “mustang” including:

  • How her team built a culture of collaboration in transforming the FP&A function at Shelter Insurance
  • How they identified the right systems and provider partners to help them achieve their vision of what FP&A needed to deliver at Shelter Insurance
  • Lessons learned in moving to activity-based budgeting and a rolling forecast environment
After attending this event you will be able to:
Identify key components of the gap in what your company’s FP&A function is today and what it needs to be for your company
Build the value proposition for upgrading the FP& function at your company and understand how to get buy-in across departments at your company
Fortify or establish the foundation of an FP&A framework that supports business agility for your company


Holger Mueller, Vice President and Principal Analyst, Constellation Research
Holger Mueller
Vice President and Principal Analyst, Constellation Research
Holger Mueller is a Vice President and Principal Analyst for the fundamental enablers of the cloud, IaaS and PaaS, with forays up the tech stack into BigData and Analytics and sometimes even SaaS. Holger provides strategy and counsel to key Constellation Research clients, including Chief Information Officers, Chief Technology Officers, Chief Product Officers, investment analysts, venture capitalists, sell side firms and technology buyers.

Prior to joining Constellation Research, Holger was VP of Products for NorthgateArinso, a KKR company. There, he led the transformation of products to the cloud and laid the foundation for new Business Process as a Service (BPaaS) capabilities. Mueller was also Chief Application Architect with SAP, working on strategic projects and next-generation product capabilities. Prior to that Mueller was VP of Products for FICO, creating the foundation for the current Enterprise Decision Management Suite. In addition, he worked for Oracle in various management functions both on the application development (CRM, Fusion) side and business development side.
Tina Workman, VP of Accounting and Assistant Treasurer, Shelter Insurance Companies
Tina Workman
VP of Accounting and Assistant Treasurer, Shelter Insurance Companies
Tina Workman is the Vice President of Accounting and Assistant Treasurer for Shelter Insurance Companies, a leader in the insurance industry since 1946 who focuses on providing customers with exceptional service with its 1,300 Shelter Insurance agents. Tina is responsible for overseeing all financial aspects for over $4.5 billion of assets under management. A veteran in the industry who has been with Shelter Insurance for more than 22 years, where major responsibilities including managing financial statement reporting, taxes, budgeting and business planning. Tina is a big advocate and contributor to the advancement of women leadership in global corporations, small business, academia, government agencies and non-profit organizations. Workman is currently the President of the Greater Missouri Leadership Foundation. Workman is a graduate of the University of Missouri-Columbia's College of Business.
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 and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. 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.


Event Sponsor Tidemark
Tidemark - Tidemark doesn't think that you can move forward while looking back. An historical, database-structured view of the world is not the way business people see the world. They don't have time to learn the intricacies of advanced modeling tools. They don't ask questions in SQL. They need information, now. They need today's context. And they need to know their options and the implications of each—before the decision window closes. Tidemark's unified performance management apps give all decision makers real-time analytics, complete with their personal business contexts. Now they know what if, why, and what to do about it. They can look forward, instead of back. And because Tidemark apps are delivered from the cloud, your team always has what they need, anywhere they happen to be.
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.