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Live Webinar

Increase Your Financial Reporting IQ for Deeper Business Insight

Date: Monday, May 20, 2019
Time: 2:00 pm - 3:00 pm EDT
Leading CFOs are developing innovative and forward-thinking finance teams. As technologies and business conditions continue to evolve, agility becomes the key to success.

Now, more than ever, the urgency to deliver deeper business insight falls on the finance team. However, many companies suffer from lack of visibility into financial performance as well as reporting processes that are manual, time consuming, and error-prone.

How can you raise your financial reporting IQ for greater visibility and agility? What are the practical first steps for getting started? Join this webinar as we discuss these topics and more, including:
  • The reporting challenges currently facing finance teams: manual data entry, data silos, and over-reliance on spreadsheets
  • How automation can optimize the reporting process for increased visibility across the company
  • What reporting capabilities to look for in a cloud-based finance solution

Speakers

Todd Perlman, President, BT Partners
Todd Perlman
President, BT Partners
Todd Perlman is President of BT Partners, as well as a Principal with Miller, Cooper & Co., Ltd. He has worked in public accounting and served as Controller and Operations Manager for several diversified companies in private industry. He has directly managed over seventy-five ERP implementations for small to mid-size distributors and manufacturers in diverse industries. Mr. Perlman is certified in several complementary applications and has a demonstrated expertise in all facets of ERP and systems and business consulting.

Mr. Perlman received a Bachelor of Science in Accountancy from Northern Illinois University, DeKalb and is a Certified Public Accountant. Mr. Perlman has served as an active committee chair in the Illinois CPA Society and is a member of the American Institute of Certified Public Accountants (AICPA) and the American Production and Inventory Control Society (APICS).
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor Sage Intacct
Sage Intacct - Sage Intacct is the innovation and customer satisfaction leader in cloud Financial Management. With the powerful combination of Sage and Intacct, the Sage Business Cloud offers the best capabilities of both companies. Bringing cloud computing to finance and accounting, Sage Intacct’s innovative and award-winning applications are the preferred financial applications for AICPA business solutions. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Sage Intacct to their clients.

The Sage Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered through the cloud.

Sage Intacct is based in San Jose, California and an entity of Sage, the market and technology leader for integrated accounting, payroll and payment systems, supporting the ambition of entrepreneurs and business builders and a FTSE 100 business. For more information on Sage Intacct, please visit www.sageintacct.com or call 877-437-7765.

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