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Webinar Recording

Leveraging Technology to Power FP&A

Date: Tuesday, September 15, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
FP&A sits at the core of corporate finance. That includes strategy, planning, forecasting, and analysis, where everyone from financial analysts to the CFOs themselves make their biggest impact and drive the business. It simply makes sense to be as automated and efficient (linear) as possible, minimizing time spent on data gathering and dissemination and maximum time spent where it counts – thinking about how we make the business better.

This webinar will lay out the case for fully leveraging technology in your FP&A organization and processes, with a focus on strategies, best practices and real-world examples. This will be brought to you by Jeff Wuest, a former global finance leader at Procter and Gamble.

This webinar will also include a demonstration of how the right technology can help shift your workload from collecting and consolidating data to delivering insights for business growth.

Attend this event to discover how you can:
  • Consolidate data from multiple data sources in minutes and not days
  • Deliver management reports with greater speed and accuracy
  • Shift your workload from manual consolidations to insightful analysis


Jeffrey S. Wuest, President, SynFiny Advisors LLC.
Jeffrey S. Wuest
President, SynFiny Advisors LLC.
Jeffrey is president of SynFiny Advisors LLC, a management consulting firm serving corporate finance and specializing in the creation or transformation of shared services and Financial Planning and Analysis (FP&A). Previously he spent 25 years as a finance leader at Procter and Gamble, living and working in every region across the globe. Most recently he spent eight years focused on the creation and development of the P&G Global Business Services FP&A organization. He received his BA with triple majors in finance, economics and history from Marquette University in Milwaukee
Michael Shannon, Solution Specialist, Adaptive Insights
Michael Shannon
Solution Specialist, Adaptive Insights
Having a diverse background in not only the construction and FM industries but also manufacturing and banking allows Michael to see business and finance processes from both the operational and financial perspective. These perspectives have allowed Michael to become the internal financial consultant and ultimately provide the knowledge to improve the budgeting and forecasting process at McKinstry leveraging Adaptive Insights CPM suite.
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.


Event Sponsor Adaptive Insights
Adaptive Insights - Adaptive Insights is the worldwide leader in cloud business and financial analytics solutions for companies and nonprofits of all sizes. The company's software as a service (SaaS) platform allows finance and management teams to work together to plan, monitor, report on, and analyze financial and operational performance. With capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence, Adaptive Insights enables finance, sales, and other business leaders to make better, faster, more collaborative decisions that drive a true competitive advantage.
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.