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Webinar Recording

Moving Beyond Spreadsheets to Propel Growth

Date: Wednesday, June 4, 2014
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Spreadsheets can be a valuable tool for financial professionals, but an over reliance on spreadsheets can lead to considerable inefficiencies that impact operations and, potentially, inhibit company growth. Also, the error-prone nature of spreadsheets is magnified in collaborative, repetitive business processes such as budgeting, sales and operational planning and compensation management.

Join us to hear the latest findings from Robert Kugel, SVP and research director with Ventana Research, on the risks of relying on spreadsheets. Learn how to move your finance team beyond spreadsheets to an integrated system for core finance processes so that you can focus on higher-level strategic activities. You’ll gain a clear understanding of the limitations that spreadsheets impose and discover the specific value proposition for moving to an integrated financial system.
After attending this event you will be able to:
Gain a clear understanding of the appropriate uses of spreadsheets
Learn how an integrated financial system expedites your revenue recognition and quarterly close processes and streamlines time and expense management
Understand the quantifiable cost savings, and payback, of replacing outdated spreadsheets with an integrated financial system

Speakers

Robert D. Kugel, CFA, SVP & Research Director - Business Research, Ventana Research
Robert D. Kugel, CFA
SVP & Research Director - Business Research, Ventana Research
Rob heads up the CFO and business research focusing on the intersection of information technology with the finance organization and broader business applications. The financial performance management (FPM) research agenda includes the application of IT to financial process optimization and collaborative systems; control systems and analytics; and advanced budgeting and planning. Rob also covers the areas of GRC and Sustainability that span across business and IT. Prior to joining Ventana Research he was an equity research analyst at several firms including First Albany Corporation, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob has experience in aerospace and defense, banking, manufacturing and retail and consumer services. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.
Vijay Ramakrishnan, Director of Cloud Solutions, Intacct
Vijay Ramakrishnan
Director of Cloud Solutions, Intacct
Vijay Ramakrishnan is Intacct’s Director of Cloud Solutions, where he helps organizations understand how they can use the cloud to streamline financial management processes and gain new insights to drive business strategies. Prior to Intacct, Vijay was at Taleo, where he helped HR leaders use workforce data to make their organizations more effective. Through his 15 years of experience in the software industry, Vijay has always been focused on how organizations can capture and analyze the right data to optimize performance.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Sponsor

Event Sponsor Intacct
Intacct - Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications, in use by more than 8,500+ organizations from startups to public companies, are designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers offer Intacct to their clients. The Intacct system includes accounting, contract management, revenue management, project and fund accounting, inventory management, purchasing, vendor management, financial consolidation and financial reporting applications, all delivered over the Internet via cloud computing.
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.