more-arw search

Webinar Recording

Reducing the Pain of Annual Budgeting

Date: Wednesday, August 10, 2016
Time: 2:00 pm - 3:00 pm EDT
It’s that time of year again, budgeting season is fast approaching. Was it painful for your organization last year? Are you trying to find ways to make the annual budgeting process more efficient, more valuable and less time consuming?

This webinar will include insights and market trends in budgeting, planning and forecasting from two panelist, Surya Mukherjee, Senior Analyst at Ovum and Lee Johnston, Senior Director of FP&A at LT Apparel. They will also discuss best practices companies are adopting to reduce the pain of annual budgeting.

John O’Rourke and the panelists will cover how to:
  • Streamline, as well as reduce the pain of, the annual budgeting process
  • Leverage rolling forecasts to ensure budgeting decisions reflect up-to-date information
  • Build driver-based plans and forecasts that focus on material line items
  • Provide self-service reporting capabilities to line managers
  • Foster accountability among line managers
After attending this event you will be able to:
Understand how to streamline, as well as reduce the pain of, the annual budgeting process
Recognize how to leverage rolling forecasts to ensure budgeting decisions reflect up-to-date information
Identify how to build driver-based plans and forecasts that focus on material line items
Understand how to provide self-service reporting capabilities to line managers
Recognize how to foster accountability among line managers

Speakers

Surya Mukherjee, Senior Analyst, Ovum
Surya Mukherjee
Senior Analyst, Ovum
Surya Mukherjee is a Senior Analyst for Ovum’s Information management team, responsible for the analysis of enterprises’ Business Intelligence and EPM technology investment priorities; market forecast models, and product and vendor evaluations. He is also responsible for the delivery of research-based consulting projects relating to the information management software markets.

Prior to joining Ovum, Surya worked as a strategy analyst with Deloitte Touche Tohmatsu, the global consulting and auditing company. At Deloitte, he led several advisory assignments to client teams and Deloitte partners in the capacity of a subject matter expert. Surya has an MBA in finance and a bachelor’s degree in Engineering, specializing in Electronics. He is also a level three candidate for the AIMR US CFA program.
Lee Johnston, Senior Director of FP&A, LT Apparel
Lee Johnston
Senior Director of FP&A, LT Apparel
Lee is the Senior Director of FP&A at LT Apparel Group, an apparel wholesale company that specializes in children’s clothing, where he leads the budgeting, forecasting, and the company’s FP&A for LT’s annual budgeting roadmap and how that applies to system design and automation. Through continuous process improvement, he is in charge of increasing efficiency and effectiveness of core financial data and KPIs, as well as leading his team for consolidated business insight at LT Apparel Group. Lee was promoted last year to Senior Director from Director. Prior to LT Apparel Group, he was in the finance group of the PVH Corp.
Moderated by: John O’Rourke, Vice President, Host Analytics
Moderated by: John O’Rourke
Vice President, Host Analytics
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 over 16 years of experience in EPM Product Marketing at Hyperion Solutions and Oracle. He has worked with many customers and partners on financial reporting and planning initiatives and has spoken and written on many topics in enterprise performance management. 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.
Hosted by: Khoa Tran, Operations Manager, Proformative
Hosted by: Khoa Tran
Operations Manager, Proformative
Khoa is in charge of live event operations at Proformative and has led the preparation and execution of hundreds of live events on various finance, accounting and related topics across the Office of the CFO. You could say his job is a lot like learning finance and accounting for a living. Khoa is primarily responsible for ensuring great content, delivery, and learning for each of Proformative’s webinars and in-person events.

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.

Certification is not required to get started, but please let us know which certifications you have.

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.

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