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Webinar Recording

FP&A: The Transforming Journey from Vanity to Actionable Metrics

Date: Tuesday, August 6, 2013
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
In this webinar hear how to guide your FP&A organization away from data collection and compilation to providing analytics to drive decisions from subject matter expert, James Myers of FP&A Strategy Consulting. In the second half of this presentation we are joined by Richard A. Pacheco II, Vice President, Finance & Administration with AAA Southern New England who will share his experience through this process, and tips to help make your journey better.

There are two major trends impacting the FP&A function:
1. There is an increasing volume of data and;
2. There is a decreasing availability of resources and time to make sense of the data - FP&A teams are expected to do more with less resource.

Therefore we need to make data work for us and move our team from data capture to true analytics. In the Webinar we will cover the idea of "Vanity" metrics and "Actionable" metrics, this was first coined by Eric Reis in his book "Lean Startup" (2011) and how we can use "Actionable" metrics to help drive a measurable increase in shareholder value. We will also share tools and examples of practical steps to start the journey of transforming your FP&A organization into one that can provide measurable business impact.
After attending this webinar you will be able to:
Translate effective approaches to budgeting and financial reporting to improvements in planning and forecasting;
Leverage current and emerging technologies and techniques not only in the areas of budgeting and financial reporting, but also in the realms of forecasting and planning; and
Establish best-in-class processes that encompass financial planning, reporting, and even consolidations.


David Bulow, CPA, MBA, Director of Educational Programs, Proformative
David Bulow, CPA, MBA
Director of Educational Programs, Proformative
David has been corporate controller at a number of public companies in Silicon Valley. While at ESS Technology, Inc., he helped raise over $45M in equity capital, spun off a subsidiary, and moved cost accounting off shore. He has held numerous roles in the finance/accounting arena, with over 20 years of corporate experience, from cost accounting through VP Finance, with start-ups to large multi-national companies. He is a CPA and has his MBA in Finance from Golden Gate University.
James Myers, Global Finance Executive and Consultant, FP&A Strategy Consulting LLC
James Myers
Global Finance Executive and Consultant, FP&A Strategy Consulting LLC
James has over 15 years’ of finance and sales operations experience in high tech and telecom leaders: Dell and Nokia. He has lived and worked in the US, Europe, and MEA and held positions: Finance Director – North America at Nokia and Director Sales Operation – Global Online at Nokia. Most recently James has been consulting at FP&A Strategy Consulting LLC, based in Palo Alto, California, where working closely with clients, he has successfully implemented processes and procedures focused on growing shareholder value. In his spare time, he is part of the Lean Startup movement in Silicon Valley and is the co-founder of Mobile Cart LLC, a startup focused on bringing an enhanced shopping experience to the mobile platform. James is a certified Chartered Accountant and earned his Bachelor of Accounting and Bachelor of Commerce degrees from the University of the Witwatersrand, South Africa.
Richard Pacheco II, CPA, VP Finance & Administration, AAA Southern New England
Richard Pacheco II, CPA
VP Finance & Administration, AAA Southern New England
Richard has thirteen years of senior management experience in public accounting specializing in manufacturing, service industries, investment accounting, and retirement plan auditing. Richard has seven years of executive experience with AAA overseeing finance, treasury, accounting, financial and regulatory reporting, security, and building services for approximately twenty legal entities operating in five states.


Event Sponsor prophix
prophix - Prophix is a leading developer of innovative performance management solutions designed to automate financial and operational processes, making companies more profitable and reducing their risks. Thousands of finance leaders in nearly one hundred countries use Prophix to empower their organizations and gain valuable insight into business performance. Prophix and its partners deliver superior value by combining high-end functionality with low cost-of-ownership and fast implementations. With powerful and adaptable solutions built entirely on the Microsoft SQL Server stack, Prophix streamlines budgeting, planning, reporting, consolidation, and more.
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.