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Webinar Recording

Reduce Reliance on Excel: Streamline Planning and Forecasting

Date: Wednesday, June 28, 2017
Time: 2:00 pm - 3:00 pm EDT
While the annual budgeting process might seem like a far-off project, it’s only a few months away. How did your process go last year? Was it fast and painless? Or were you bogged down trying to collect and consolidate budget information using spreadsheets and email?

Join this webinar to learn how leading organizations are reducing reliance on spreadsheets and email and moving their budgeting and planning processes to the cloud. Find out how they are easing the pain of collecting and consolidating annual budgets, gaining more line management participation, and accelerating the process as a result. In addition, with a faster process supported by the cloud, many organizations are able to adopt more dynamic planning approaches such as rolling forecasts, to update their budget assumptions and more easily adopt to changing market conditions.
After attending this event you will be able to:
Identify the pitfalls and limitations of budgeting and planning in Excel
Make better use of Excel as a front-end vs. managing a corporate process
Understand the benefits of leveraging the cloud to support budgeting and rolling forecasts
Provide improved business agility for your organization

Speakers

John O’Rourke, Vice President of Strategic Marketing, Host Analytics, Inc.
John O’Rourke
Vice President of Strategic Marketing, Host Analytics, Inc.
John O’Rourke is Vice President of Strategic 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.
Kevin Karle, Senior Solution Consultant, Host Analytics, Inc.
Kevin Karle
Senior Solution Consultant, Host Analytics, Inc.
  • Bachelors degree in Finance from LaSalle University
  • Joined Host Analytics in July 2011
  • Over 25 years of diverse financial management experience, with emphasis in the areas of ERP, accounting, and business planning & processes
  • Experience with a Variety of Planning and Financial Reporting Tools
  • Have worked with hundreds of customers across many industries, including Manufacturing, Distribution, Technology, Construction and Professional Services
Moderated by: Liz Parsons, Senior Client Success Manager, Argyle Executive Forum
Moderated by: Liz Parsons
Senior Client Success Manager, Argyle Executive Forum
Liz is a Senior Client Success Manager at Argyle Executive Forum. In her current role, Liz is responsible for working directly with Argyle’s partners to successfully manage and execute client campaigns. She focuses on the Proformative and CFO Publishing divisions of the business. Prior to joining Argyle, Liz previously worked as a Senior Business Operations Analyst at Natixis Global Asset Management. A graduate of Babson College, and a Boston native, Liz currently resides in West Orange, NJ with her husband and daughter Hannah.

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