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Webinar Recording

An Update on Budgeting and Planning

Date: Tuesday, September 18, 2018
Time: 2:00 pm - 3:00 pm EDT
Despite the explosion of new technologies, many organizations are still far from where they want to be in terms of their budgeting and planning processes. Frequently, budgeting takes too long and consumes too many key resources. Finance planning has also changed as annual budgeting no longer matches the world that we work in.

Join this webinar for an update on where budgeting and planning are today and what might be in store for the future.
This webinar will focus on several topics, including:
Why we budget and an update on where budgeting and planning is today
The role of the CFO in these processes
Benefits of budgeting and planning software
Practical first steps towards best practice budgeting and planning

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 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