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Webinar Recording

Leveraging the Cloud to Perform Integrated Planning

Date: Thursday, October 12, 2017
Time: 2:00 pm - 3:00 pm EDT
Budgeting and planning for 2018 is well under way in many organizations. One of the challenges most organizations face in planning is getting alignment between finance and operations. Achieving this alignment is nearly impossible when budgeting and planning is being managed using spreadsheets and email.

Join us on October 12th to learn how leading organizations are adopting cloud-based planning platforms to streamline the process, broaden participation by line management, and improve collaboration between finance and operations. Find out how cloud-based planning and modeling platforms can integrate operational models with financial plans and forecasts to improve finance-operations alignment.
Attendees will learn:
The pitfalls and challenges of using Excel and email for budgeting, planning and forecasting
The advantages of modern, cloud-based planning platforms
How to increase participation by line of business managers
How to integrate operational models with financial plans and forecasts

Speakers

André Lafayette, Vice President of Product Marketing, Host Analytics
André Lafayette
Vice President of Product Marketing, Host Analytics
André Lafayette is Vice President of Product Marketing at Host Analytics. Before moving into marketing, he worked in corporate accounting and finance at fast growing Silicon Valley startups and large public and multinational companies. André used and implemented a wide range of accounting and financial systems during his time in accounting and has a broad experience set, from managing payroll and receivables to closing the books and generating final board reporting. His passion for technology and its use to streamline businesses processes have led him to high tech companies like Intuit and Host Analytics who are focused on improving the planning, close, tax and reporting processes for finance and accounting professionals.
Holly Simpson, Vice President, Solution Consulting, Host Analytics
Holly Simpson
Vice President, Solution Consulting, Host Analytics
Holly Simpson has more than 20 years experience around using, implementing and selling EPM systems. Holly started her career in public accounting and then spent time in the industry as a controller. At Host Analytics, Holly leads a team of Solution Consultants who help companies understand their requirements around planning, reporting, close and modeling. Holly has a bachelor's degree from Alma College (Michigan) and is an inactive CPA.
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 industry’s leading provider of scalable, cloud-based enterprise performance management (EPM) solutions. Companies of all sizes, from $10 million startups to $10 billion multi-nationals, rely on Host Analytics to provide financial planning, budgeting, modeling, consolidations, and reporting. Host Analytics has 700 customers in 90 countries including Bose, Boston Red Sox, FitBit, La-Z-Boy, Mayo Clinic, NPR, OpenTable, Peet’s Coffee & Tea, Pinterest, Swissport, TOMS Shoes, True Value, and Vitamin Shoppe. Host Analytics is a private company backed by leading venture capitalists and is headquartered in Silicon Valley.

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