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Webinar Recording

How to Survive a Revenue Audit (and Live to Tell About it)

Date: Tuesday, October 13, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Defending your revenue is frequently the most time-intensive and complex part of any financial audit. And for good reason it gets the most scrutiny from audit committees and the executive team. Revenue comes in from and touches multiple areas of an organization and it all needs to be effectively managed, tracked, and reported. To have a successful revenue audit you need good processes, documentation, and tracking of transactions, as well as the right controls and tools in place - to keep your auditors happy.

Join Doug Thompson, Revenue Director of Castlight Health, and Shaun de Lacy, Director of Global Finance Systems at INTO University Partnerships, as they discuss how to survive a revenue audit. They will share insights from their years of managing revenue audits and systems, including what you should do throughout the year, how to best prepare for the audit itself and the best systems/tools to utilize to improve auditability and visibility of revenue information.

After attending this webinar you will be able to:
  • Build a robust revenue recognition policy
  • Talk to your auditors about rev rec issues
  • Create key reports for validation of recognized revenue
  • Evaluate tools and technology for revenue tracking


Doug Thompson, Director of Revenue, Castlight Health
Doug Thompson
Director of Revenue, Castlight Health
Doug has over 20 years of experience in finance and accounting management in high-growth technology companies, with a focus on software and SaaS industries. Currently Director of Revenue at Castlight Health, he has been Controller or Director of Revenue in a variety of companies with both high-volume transactions and complex enterprise arrangements.
Shaun de Lacy, Director Global Finance Systems, INTO University Partnerships
Shaun de Lacy
Director Global Finance Systems, INTO University Partnerships
Shaun started his career as an accountant and headed up Financial operations for a number of companies in the technology sector before moving permanently into IT in the mid-1990s. Since then he has worked in a number of rapidly growing companies in the Airline, Telecoms and Education sectors. Shaun specializes in business and process transformation as it affects the Finance function in fast paced organizations. Today Shaun looks after global Finance programmes for INTO University Partnerships.
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.


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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.