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Webinar Recording

Risks and Rewards of Budgeting in Excel

Date: Monday, November 6, 2017
Time: 2:00 pm - 3:00 pm EST
Excel is the most commonly used tool in the budgeting process. This webinar looks at the pros and cons of Budgeting in Excel and the corresponding risks and rewards. The increased demand for more frequent and accurate forecasts has only increased those risks as the finance world has become more complex and fast paced with the potential cost of errors rising accordingly.

We will discuss how the features of the most common finance tool, Excel, can both help and hinder our ability to manage the budgeting and decision making processes.
After attending this event you will be able to:
Identify the problems with our current budgeting process
Recognize how we can get beyond budgeting
Specify our desired solution and any interim steps in getting there
Understand how to vet vendor solutions and alternatives
Manage the change process and implementation

Speakers

Simon Turner, Simon Turner, MEng MSc ACA, President, CR Worldwide Inc.
Simon Turner
Simon Turner, MEng MSc ACA, President, CR Worldwide Inc.
Simon has over 25 years experience in International Finance and Business. Simon is currently the President at CR Worldwide Inc., provider of cloud based, global incentive programs. Prior to CR Worldwide, Simon was VP, Finance at Oxford Immunotec Global plc, taking the company from early stage start-up in the UK to NASDAQ IPO in November 2013. In that role he built countless budget, forecasting, financial projection and capital structuring Excel files leveraging his earlier experience with Deutsche Bank and JP Morgan to develop complex yet accurate Excel files to aid financial decision making and resource allocations.

Simon has a MEng in Chemical Engineering from Imperial College, London as well as MSc (Fin) from London Business School and is a qualified chartered accountant (ICAEW).
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 Oracle + NetSuite
Oracle + NetSuite - Oracle NetSuite Global Business Unit pioneered the Cloud Computing revolution in 1998, establishing the world’s first company dedicated to delivering business applications over the internet. Today, Oracle NetSuite Global Business Unit provides a suite of cloud-based financials / Enterprise Resource Planning (ERP), HR and omnichannel commerce software that runs the business of companies in more than 100 countries. For more information, please visit http://www.netsuite.com.

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