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Webinar Recording

Rolling Forecasts-How You Can Make Better Use of Excel

Date: Thursday, April 6, 2017
Time: 2:00 pm - 3:00 pm EDT
In today’s volatile market, leading companies are adopting dynamic planning techniques, such as rolling forecasts, that provide the agility needed to respond quickly to new market opportunities or threats.

Join this webinar to learn best practices in adopting rolling forecasts and understand the pitfalls and limitations of using standalone Excel for planning and forecasting. See how cloud-based planning solutions can help organizations make better use of Excel as a front-end, while providing process control, security and accuracy. Learn from several customer case studies.
After attending this event you will be able to:
Identify the advantages and best practices of rolling forecasts
Make better use of Excel as a front-end vs. managing a corporate process
Understand the benefits of leveraging the cloud to support rolling forecasts
Provide improved business agility for your organization

Speakers

John O’Rourke, Vice President of Product Marketing, Host Analytics, Inc.
John O’Rourke
Vice President of Product Marketing, Host Analytics, Inc.
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 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.
Rick Odom, Sr. Manager - Financial Planning & Analysis, Welch Allyn, Inc.
Rick Odom
Sr. Manager - Financial Planning & Analysis, Welch Allyn, Inc.
As Senior Manager of Financial Planning & Analysis, Rick Odom oversees the quarterly 18 month rolling forecasts and annual budget process. Rick implemented cloud based EPM for forecasting, budgeting, and management reporting and he provides financial support for Welch Allyn administrative operations including Human Resources, Finance, IT, Legal, the Office of the CEO and Customer Care.

Rick holds a Master’s degree in Industrial Administration from Carnegie Mellon University.
Brian M. Farrell, CPA, Vice President, Accounting, Acciona Energy USA Global LLC
Brian M. Farrell, CPA
Vice President, Accounting, Acciona Energy USA Global LLC
As Vice President of Accounting, Brian Farrell manages USGAAP and IFRS compliant accounting for internal and external reporting to Acciona Energy and local investor/ lender reporting for multiple US and Canadian entities.

Prior to joining Acciona Energy, Brian held strategic finance roles at SIRVA, Gateway Financial Corporation, Bearingpoint, and Arthur Anderson.

Brian holds both a Master’s and a Bachelor's degree in Accounting from the University of Denver.
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 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.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Accounting
  • 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
    Accounting
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Accounting
  • 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