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Webinar Recording

Insights on Streamlining the Budgeting & Planning Process

Date: Wednesday, March 8, 2017
Time: 2:00 pm - 3:00 pm EST
As organizations seek to adapt to today’s fast-paced digital economy, CEOs and line of business executives are looking to their Chief Financial Officer, and the finance function, to lead the charge on enterprise budgeting and planning. In a fast-changing world there’s an urgent need to align Finance and Operations, and for dynamic planning and forecasting that provides agility in allocating resources to the best opportunities.
After attending this event you will be able to:
Identify emerging trends and best practices in streamlining the annual budgeting process
Implement dynamic planning approaches such as rolling forecasts and driver-based planning
Learn leading techniques for aligning financial and operational plans
Define best practices in delivering financial and operations results to line management
Leverage technology in order to drive cost cutting and operational efficiency

Speakers

John O’Rourke, Vice President of Product Marketing, Host Analytics, Inc.
John O’Rourke
Vice President of Product Marketing, Host Analytics, Inc.
John O’Rourke is Vice President of Product Marketing at Host Analytics. With a background in accounting and finance, John has over 30 years of experience in the software industry and 20 years of experience in EPM product marketing at Hyperion Solutions, Oracle and Host Analytics. He has worked with many customers and partners on financial reporting and planning initiatives and has spoken and written on many topics in EPM. John has also held positions in strategic marketing and product marketing at Dun & Bradstreet Software, Kenan Systems, and Decisyon. John has a BS degree in accounting from Bentley University and an MBA from Boston College.
Doug Haynie, Senior Solution Consultant, Host Analytics, Inc.
Doug Haynie
Senior Solution Consultant, Host Analytics, Inc.
  • Over 20 years of diverse financial management, accounting, business planning, and financial systems experience
  • 10+ years working with EPM (Enterprise Performance Management)
  • Hands-on experience leading over 100 EPM implementations
  • MBA and BS in Accounting
  • CMA (Certified Management Accountant)
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 Host Analytics
Host Analytics - Host Analytics is the leader in cloud-based financial applications for planning, consolidation, reporting and analytics. Host Analytics enterprise performance management (EPM) customers benefit from improved business agility, improved security, and lower overall cost compared to legacy on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, and Crocs trust Host Analytics to power their strategic financial processes. Host Analytics is a fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with offices around the globe.

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