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Webinar Recording

War Stories from the Fiscal Year-End Close and Reporting Season of 2016

Date: Wednesday, January 18, 2017
Time: 2:00 pm - 3:00 pm EST
How painful was your 2016 year-end close and reporting process? More importantly – what can you do to ease the pain in 2017?

Join Host Analytics Vice President John O’Rourke and a power panel of senior finance professionals as they discuss lessons learned from closing the books and reporting on their 2016 results.
After attending this event you will be able to:
Understand how to streamline period-end close processes
Learn secrets for quality-checking financial statements
Understand techniques for sharing information with internal and external stakeholders
Identify best practices for complying with disclosure requirements and reducing audit fees
See how a cloud-based close and reporting application accelerates these key processes

Speakers

Tim Brown, Chief Financial Officer, Motus
Tim Brown
Chief Financial Officer, Motus
Tim is responsible for the financial management of Motus and working with the CEO to drive many of the company’s strategic initiatives. With over 15 years of experience working with technology and growth companies as an executive and investor, Tim’s insights and talents are numerous. While financial reporting, analysis, and forecasting may be the crux of his duties, Tim is also focused on identifying, evaluating, and executing on opportunities to drive growth and operational improvements for Motus.
Dwight Lloyd, Financial Controller, P&S Logistics, LLC
Dwight Lloyd
Financial Controller, P&S Logistics, LLC
Dwight Lloyd is an experienced and successful finance professional with more than 20 years of accounting, reporting, operations, and tax expertise acquired across a wide range of finance roles.

Based in Alabama, he is currently the Financial Controller at P&S Logistics, LLC, a conglomeration of 20 companies within the transportation and logistics industry with annual revenues more than a half billion dollars. PS Logistics, LLC is a national leader in the flatbed segment of the transportation industry, now operating in more than 50 locations across the U.S., with a fleet of over 2,200 trucks. Before that, Dwight held finance leadership roles in several brokerage and financial services firms.

He began his career by working 17 years in retail management with Bruno's Supermarkets before spending seven years with Kraft Foods in Sales Management and holds a degree in Accounting from Troy University Dothan.

View his LinkedIn profile: https://www.linkedin.com/in/dwight-lloyd-16444712

PS Logistics Profile: http://www.ttnews.com/top100/companies/profile.aspx?co=pslogistics
Annie Nguyen, Controller, Host Analytics
Annie Nguyen
Controller, Host Analytics
As a corporate controller with broad experience in all aspects of accounting, financial reporting, and financial analysis, Annie Nguyen is responsible for all accounting, close, and reporting functions at Host Analytics, collaborating with Sales, Services, Business Units, and their management teams.

Prior to Host Analytics, Annie held a wide range of finance positions at E2open, Coverity, and Orchard Supply Hardware. She began her career as a senior auditor with Deloitte.

Annie Nguyen holds a Bachelor of Science in Business from the University of California, Berkeley.
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 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.
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