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Webinar Recording

Streamlining the Early Stages of Budgeting as Part of Your Planning Process

Date: Thursday, April 4, 2019
Time: 2:00 pm - 3:00 pm EDT
Despite all of the advances in finance technology, many organizations continue to struggle through the budgeting and forecasting process by relying on spreadsheets. Finance teams are spending the majority of their time collecting and entering data, especially in the early stages of the budgeting process. This is time that employees could be spending on value added activities and analysis to help prepare their organization for the future.

How can organizations begin to streamline the early stages of their budgeting process? And what are practical first steps for getting started? Join this webinar as we discuss these topics and more, including:
  • The drawbacks of static, manual budget processes
  • How to streamline the process early on to improve the accuracy of budgets
  • The role of data and automation in budgeting
  • How a more insightful and efficient budget can serve as a model for forecasting and planning moving forward

Speakers

Simon Turner, President US, CR Worldwide
Simon Turner
President US, CR Worldwide
Simon has over 25 years experience in International Finance and Business. Simon is currently President US for CR Worldwide, 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 Centage
Centage - Centage Corporation’s Maestro Suite is a cloud-based planning and analytics platform that delivers year-round financial intelligence for modern finance leaders. Intelligent Planning transforms how companies’ budget, forecast and report performance, and empowers leaders across the organization to make smarter, data-driven decisions. With a direct line-of-sight into the organization’s financial health, Centage helps clients react quickly to market changes, take intelligent risks, and capitalize on new opportunities. Centage serves over 10,000 users worldwide.

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