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By Invitation Only - A Breakfast Roundtable for CFOs - Boston - Nov 18 2015

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Nov. 18, 2015
7:30 AM Atlantic
Duration: 1.5 Hours

Management Reporting: Best Practices for Medium & Large Companies

Companies continue to evolve and grow their processes and capabilities around management reporting and analysis. This CFO roundtable will cover leading practices and common challenges related to the management reporting process cycle.

Location: Boston Marriott Newton 2345 Commonwealth Avenue, Newton, MA(click for map) - Please see hotel directory for "CFO Roundtable". Parking is available at the hotel.

Learning Objectives

After attending this event you will be able to:
Assess your company's level of Management Reporting maturity and advance its capabilities
Integrate reporting of cost, time, quality, capacity, and customer service levels
Identify leading practices with strategy execution (including its KPIs); product, channel and customer profitability reporting; driver-based budgeting; and business analytics
Define the right performance metrics/drivers and monitor them against targets
Identify obstacles slowing the adoption rate of the leading practices

Agenda: Wednesday, November 18th

7:30am Breakfast Buffet
8:00am Roundtable with Gary Cokins
8:30am Panel Discussion and Q&A
9:30am Networking


Gary Cokins, CEO, Analytics-Based Performance Management, LLC
Gary Cokins
CEO, Analytics-Based Performance Management, LLC
Gary Cokins (Cornell University BS IE/OR, 1971; Northwestern University Kellogg MBA 1974) is an internationally recognized expert, speaker, and author in enterprise and corporate performance management (EPM/CPM) systems. He is the founder of Analytics-Based Performance Management LLC . He began his career in industry with a Fortune 100 company in CFO and operations roles. Then 15 years in consulting with Deloitte, KPMG, and EDS (now part of HP). From 1997 until 2013 Gary was a Principal Consultant with SAS, a business analytics software vendor. His most recent books are Performance Management: Integrating Strategy Execution, Methodologies, Risk, and Analytics and Predictive Business Analytics.
Matt Meehan, Assistant Vice President – Financial Planning & Analysis, Harvard Management Company
Matt Meehan
Assistant Vice President – Financial Planning & Analysis, Harvard Management Company
Matt Meehan has extensive experience conducting reporting, forecasting, budgeting, and cost allocations. At Harvard Management Company, he provides standard and ad hoc reporting packages to department heads, executives, the board of directors, and others. He acts as a business partner to various departments within the organization, providing direction with regard to financial performance against benchmarks. Matt has experience in both the financial services and non-profit industries, along with a background in corporate accounting and payroll.
Paul Sharman, President, Focused Management Information, Inc.
Paul Sharman
President, Focused Management Information, Inc.
For the better part of the last 30 years, Paul Sharman has been a powerful force within the accounting profession. He has served as the President and CEO of The Institute of Management Accountants (IMA) as well as being named as one of the “Top 100 Most Influential People” in the US accounting world three times in the last decade by the profession’s publication “Accounting Today”. As the Founder and President of Focused Management Information Inc., Paul has helped some of the world’s most well-respected companies with their strategy formulation. Companies that have applied Paul’s insights include: Volkswagen, DuPont, Kellogg, AT&T, the US Army, the Canadian Navy, Citibank, and Hewlett Packard.
Gina St.Clair-Phistry, Director, Technology and Management Consulting Group
Gina St.Clair-Phistry
Director, Technology and Management, McGladrey
Gina brings over 25 years of experience in implementing and supporting accounting and business management systems. Her primary focus has been with the project management and implementation of financial systems including the Prophix Corporate Performance Management, Microsoft Dynamics GP and SL, FRx and Sage MIP Fund Accounting, as well performing other general IT projects. Gina has been instrumental in assisting clients in the automation of their financial operations and has worked with clients from many industries. Upon completion of her projects, she ensures that practical and meaningful recommendations are communicated to help make the financial, consolidations and budgeting/forecasting processes more efficient and the financial information more meaningful to management.
Ronel Marbella, Director, Prophix
Ronel Marbella
Director, Prophix
Ronel has over a decade of experience in Business Modeling and Planning with deep knowledge of Corporate Performance Management for a range of industries across the globe. He is an experienced Business Strategist and Designer with proven success in developing and launching new growth business opportunities and in helping to solve companies’ most important business challenges. Ronel is admired as a creative and client focused advisor who specializes in providing practical strategies and recommendations, grounded in data-driven insight. Ronel’s experience spans from Prophix to PWC and Deloitte Consulting and is grounded with an MBA in Management Accounting and Finance from the Ivey School of Business.
Wayne Daigle, Managing Director, Business Performance Collaborative
Wayne Daigle, Moderator
Managing Director, Business Performance Collaborative
Wayne brings over 20 years of experience as a former Senior Manager with Arthur Andersen, former world wide director of Andersen’s Finance Business Solutions Team and Director of Business Consulting for Servicesoft Inc. – a software firm specializing in electronic customer service solutions. Over the course of his career he has led functional and company-wide reengineering efforts, manpower and activity-based transformation efforts, strategy development, systems selections and implementations, finance function transformations, performance management and budget process improvement. Wayne founded the Business Performance Collaborative to help leaders simplify the complex challenges associated with executing strategy, and addressing issues with business integration and operations.


Event Sponsor prophix
Prophix - Prophix develops Corporate Performance Management (CPM) software that automates important financial and operational processes, making companies more profitable and reducing their risks. Business leaders use this software to empower their organizations and gain valuable insight into their companies’ performance. Prophix and its partners across the globe deliver superior value by combining high-end functionality with low cost-of-ownership and fast implementations. With a product built entirely on the Microsoft SQL Server stack, Prophix streamlines budgeting, planning, reporting, consolidation, and more. Serving more than 2600 customer companies in 92 countries, Prophix specializes in the mid-market. Most of our customer companies have annual revenues between $25MM and $1B, or operate as divisions of larger organizations. The company is headquartered in Mississauga, just west of Toronto in Canada, and hosts satellite offices in the UK, Europe, and Brazil.

Continuing Education Information

Certified Public Accountant

Continuing Education Credit:
1.5 CPE Credits
Field of Study:
CPE Delivery Method:
Program Location:
Program Level:
No advanced preparation or prerequisites are required for this course.
cpe/qas logo
Proformative is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
NASBA – Sponsor Number: 109504
More information about CPE Credits


  • Parking is available at the hotel
See hotel meeting board for the "CFO Roundtable"

2345 Commonwealth Avenue
Newton, MA 02466
United States
Gary Cokins
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