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Webinar Recording

Why Budgeting, Planning, and Reporting are Moving to the Cloud

Date: Thursday, August 17, 2017
Time: 2:00 pm - 3:00 pm EDT
Many Finance departments struggle in managing key processes such as annual budgeting, monthly and quarterly reporting, and forecasting using spreadsheets and email, or legacy applications. Many hours are spent on manual tasks such as collecting data, correcting errors, reconciling balances, formatting and distributing reports. This all leads to long budgeting cycles, delayed management and financial reporting, lack of business agility and missed opportunities.

Leading organizations, of all sizes, have been adopting cloud-based enterprise performance management (EPM) platforms for budgeting, planning, and reporting to automate and accelerate these processes, while improving alignment between Finance and operations.

Join us on August 17th to learn about the capabilities and advantages of cloud-based budgeting, planning and reporting solutions and why the industry is now embracing the cloud as the preferred method of deploying new applications.
Attendees will learn:
The pitfalls and challenges of using Excel and email for budgeting, planning and reporting
The capabilities of modern, cloud-based planning and reporting solutions
The advantages of cloud-based platforms over on-premises systems
Why Gartner and other analysts see the cloud as the future

Speakers

John O’Rourke, Vice President of Strategic Marketing, Host Analytics
John O’Rourke
Vice President of Strategic Marketing, Host Analytics
John O’Rourke is Vice President of Strategic 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.
Sherri Peck , Sr. Solution Consultant, Host Analytics
Sherri Peck
Sr. Solution Consultant, Host Analytics
Sherri Peck has over 20 years of experience in financial management and public accounting, primarily in global consolidations, accounting management, financial planning and analysis, and SEC reporting. She spent seven years at Ernst & Young where she obtained her CPA license. Sherri has been with Host Analytics as Solution Consultant for five years. Prior to Host Analytics, Sherri held various positions as Controller for mid-size public and private emerging companies, Global Consolidations Manager for a multi-billion publicly-held organization, and Solution Consultant for an ERP software provider. Sherri is a field-based representative for Host Analytics located in the Dallas, Texas area.
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 industry’s leading provider of scalable, cloud-based enterprise performance management (EPM) solutions. Companies of all sizes, from $10 million startups to $10 billion multi-nationals, rely on Host Analytics to provide financial planning, budgeting, modeling, consolidations, and reporting. Host Analytics has 700 customers in 90 countries including Bose, Boston Red Sox, FitBit, La-Z-Boy, Mayo Clinic, NPR, OpenTable, Peet’s Coffee & Tea, Pinterest, Swissport, TOMS Shoes, True Value, and Vitamin Shoppe. Host Analytics is a private company backed by leading venture capitalists and is headquartered in Silicon Valley.

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