This document discusses trends in expense management for 2018 and how they affect companies. It provides benchmarks on travel and entertainment spending categories based on a Certify study. Common inefficiencies in manual expense reporting processes are outlined, such as lost time and costs. Automating expense reporting can save significant costs per report processed compared to manual methods. The return on investment of business travel is substantial, with every $1 spent generating $9.50 in revenue. Automating expense management can help control costs, improve policy compliance and provide better data visibility.
The document outlines Intuit's investor day agenda and materials. It includes presentations on Intuit's strategy to win in key areas like the QuickBooks Online ecosystem, TurboTax online and mobile, accountants, technology, data and security. The document reflects on Intuit's successful transition to a cloud and platform business model over the past 4 years and doubling of its total addressable market. It discusses priorities and metrics for the coming year to continue delighting customers through product experiences, data insights, ecosystem contributions and security leadership.
Intuit Overview document from May 2017 provides:
- Forward-looking statements are subject to risks and uncertainties outlined in SEC filings.
- Intuit's strategy focuses on delivering awesome product experiences using data, enabling contributions from partners, and being the operating system behind SMB success and doing the nation's taxes.
- Intuit has transitioned successfully from a product to a platform company, growing connected services revenue over 36% annually while maintaining overall revenue growth.
Thermal Energy International reported strong financial results for the second quarter and first half of fiscal year 2020. Revenue and profits increased significantly compared to the same periods last year. The order backlog also increased substantially. Recent large orders were received from several global companies across industries. Thermal Energy International is positioned for continued growth due to the large market opportunity, established sales platform, proprietary product offerings, and growing team and global presence.
Expense Report Automation and the ROI of T&EAshley Emery
The latest webinar from Proformative and Certify will show you how organizations of every size and industry are using automation to reduce overhead cost and streamline workflow processes in order to maximize the return on their valuable T&E investment.
Tax departments are making progress in improving accountability but have more work to do in connectivity. Accountability is improving as boards and corporate leadership are more involved in guiding tax strategy, with over three-quarters of tax department strategies now board-approved. Tax departments are also focusing on setting measurable performance indicators, with compliance-related metrics being most common. However, connectivity still needs work as less than a third of time is expected to be spent on higher-value activities like cash tax planning and process improvement due to the heavy focus on compliance. While progress has been made in accountability and standardization, tax departments must improve connectivity to business groups to fully meet future challenges.
Intuit Investor Overview document provides an overview of Intuit's strategy and performance:
[1] Intuit has transitioned successfully to a cloud-based software and platform business model, growing connected services revenue 36% annually over 5 years while accelerating cloud adoption.
[2] The company has more than doubled its total addressable market opportunity by entering new markets, connecting its ecosystem of products and services, and growing its existing categories.
[3] Key priorities include continuing to grow customer bases for QuickBooks Online and TurboTax Online, while increasing attachment of additional services to deliver more customer value.
The document is a presentation from Tom Lynch, CEO of TE Connectivity, given at the Citi Global Technology Conference in September 2016. It contains forward-looking statements and discusses non-GAAP measures used. The presentation outlines TE Connectivity's position as a global technology leader in connectivity and sensor solutions serving growing markets. It highlights secular growth drivers across its transportation, industrial, and communications segments driven by trends in connectivity, safety, and sustainability. TE Connectivity is well-positioned for continued organic sales growth and margin expansion through its portfolio transformation, focus on harsh environments and sensors, and operating model improvements.
Investor roadshow presentation february 2016 final-v2TrueBlueInc
The document provides forward-looking statements and guidance for fiscal year 2016. It states that certain statements made are forward-looking and subject to risks and uncertainties that could cause actual results to differ materially. It then provides an outlook for fiscal year 2016 including total revenue growth of approximately 15% to $3.1 billion, adjusted EBITDA growth of approximately 30% to $190 million, and adjusted EPS of approximately $2.65. It also notes acquisitions completed in 2015 and 2016 that contribute to the projected revenue and earnings.
The document outlines Intuit's investor day agenda and materials. It includes presentations on Intuit's strategy to win in key areas like the QuickBooks Online ecosystem, TurboTax online and mobile, accountants, technology, data and security. The document reflects on Intuit's successful transition to a cloud and platform business model over the past 4 years and doubling of its total addressable market. It discusses priorities and metrics for the coming year to continue delighting customers through product experiences, data insights, ecosystem contributions and security leadership.
Intuit Overview document from May 2017 provides:
- Forward-looking statements are subject to risks and uncertainties outlined in SEC filings.
- Intuit's strategy focuses on delivering awesome product experiences using data, enabling contributions from partners, and being the operating system behind SMB success and doing the nation's taxes.
- Intuit has transitioned successfully from a product to a platform company, growing connected services revenue over 36% annually while maintaining overall revenue growth.
Thermal Energy International reported strong financial results for the second quarter and first half of fiscal year 2020. Revenue and profits increased significantly compared to the same periods last year. The order backlog also increased substantially. Recent large orders were received from several global companies across industries. Thermal Energy International is positioned for continued growth due to the large market opportunity, established sales platform, proprietary product offerings, and growing team and global presence.
Expense Report Automation and the ROI of T&EAshley Emery
The latest webinar from Proformative and Certify will show you how organizations of every size and industry are using automation to reduce overhead cost and streamline workflow processes in order to maximize the return on their valuable T&E investment.
Tax departments are making progress in improving accountability but have more work to do in connectivity. Accountability is improving as boards and corporate leadership are more involved in guiding tax strategy, with over three-quarters of tax department strategies now board-approved. Tax departments are also focusing on setting measurable performance indicators, with compliance-related metrics being most common. However, connectivity still needs work as less than a third of time is expected to be spent on higher-value activities like cash tax planning and process improvement due to the heavy focus on compliance. While progress has been made in accountability and standardization, tax departments must improve connectivity to business groups to fully meet future challenges.
Intuit Investor Overview document provides an overview of Intuit's strategy and performance:
[1] Intuit has transitioned successfully to a cloud-based software and platform business model, growing connected services revenue 36% annually over 5 years while accelerating cloud adoption.
[2] The company has more than doubled its total addressable market opportunity by entering new markets, connecting its ecosystem of products and services, and growing its existing categories.
[3] Key priorities include continuing to grow customer bases for QuickBooks Online and TurboTax Online, while increasing attachment of additional services to deliver more customer value.
The document is a presentation from Tom Lynch, CEO of TE Connectivity, given at the Citi Global Technology Conference in September 2016. It contains forward-looking statements and discusses non-GAAP measures used. The presentation outlines TE Connectivity's position as a global technology leader in connectivity and sensor solutions serving growing markets. It highlights secular growth drivers across its transportation, industrial, and communications segments driven by trends in connectivity, safety, and sustainability. TE Connectivity is well-positioned for continued organic sales growth and margin expansion through its portfolio transformation, focus on harsh environments and sensors, and operating model improvements.
Investor roadshow presentation february 2016 final-v2TrueBlueInc
The document provides forward-looking statements and guidance for fiscal year 2016. It states that certain statements made are forward-looking and subject to risks and uncertainties that could cause actual results to differ materially. It then provides an outlook for fiscal year 2016 including total revenue growth of approximately 15% to $3.1 billion, adjusted EBITDA growth of approximately 30% to $190 million, and adjusted EPS of approximately $2.65. It also notes acquisitions completed in 2015 and 2016 that contribute to the projected revenue and earnings.
The document discusses various topics related to managing financial resources for an organization. It covers elements of cost for a business including material, labor, and overhead costs. It also discusses information required to manage financial resources such as labor costs, material costs, overhead costs, and revenue. Regulatory requirements and accountability to stakeholders are important considerations when managing financial resources. Budgetary control is a key method used by Royal Dutch Shell PLC to manage its finances.
- TE Connectivity reported strong Q1 2017 results with 7% year-over-year organic sales growth and record profitability. Adjusted EPS increased 37% to $1.15 per share.
- Transportation sales grew 11% organically driven by content growth in automotive. Industrial sales were flat organically. Communications sales grew 3% organically.
- Adjusted operating margin expanded 190 basis points to 17.5% due to increased volume and productivity. Free cash flow was $218 million.
- For FY2017, TE Connectivity is raising guidance with organic sales growth increased to 4% and adjusted EPS raised to $4.40 despite $0.16 in FX headwinds.
The document provides an overview of a quarterly management report redesign for Leerink Partners LLC, an investment bank. It includes a SWOT analysis of Leerink and its current management report. The proposed redesign focuses on highlighting financial and business segment performance through graphs, color coding and a storyline approach. Key sections of the new deliverable include income statements, balance sheets, location and segment highlights and comparisons to prior periods. Metrics such as revenues, expenses, pre-tax income and headcount are analyzed. Recent deal activity is also summarized. The goal is to provide transparency and ease of use for stakeholders.
This document provides an overview of financial goal planning in 3 steps: 1) Identify and prioritize goals like retirement, education, marriage and calculate costs, 2) Allocate resources to each goal based on risk tolerance and choose appropriate instruments, 3) Monitor performance against expectations and update strategies. Typical financial goals are discussed along with analysis of instruments like mutual funds, EPF, NPS and their returns. The importance of starting early with regular investments tailored to each goal and risk profile is emphasized.
- Acxiom reported financial results for its fourth quarter of fiscal year 2018, ending March 31, 2018. Revenue increased 9% year-over-year to $245 million. Gross profit grew 16% to $123 million and gross margin expanded 300 basis points.
- Marketing Services revenue grew 5% globally to $99 million. Gross margin increased 500 basis points to 38.1% and segment EBITDA was relatively flat at $26 million.
- Connectivity delivered the strongest growth with revenue up 30% to $57 million. Gross margin expanded 710 basis points to 69.9% and segment EBITDA more than doubled.
- The company realized a tax benefit from US tax reform, which added
The document provides an overview of financial and M&A updates from major utilities companies in the United States for the first quarter of 2020. Key highlights include most companies reaffirming full-year earnings guidance despite impacts from COVID-19, and earnings increases driven by infrastructure investment and customer growth at many utilities. Executive comments focus on continued safe and reliable service during the pandemic while supporting customers and communities.
This document brings together a set
of latest data points and publicly
available information relevant for
Digital Customer Experience
Industry. We are very excited to share
this content and believe that readers
will benefit from this periodic
publication immensely.
The document summarizes Thermal Energy International's annual general meeting of shareholders on November 19, 2019. It provides an agenda for the meeting, lists nominated board members and auditors, and presents financial results and strategic growth plans. Key points include record revenue and profits in fiscal year 2019 and first quarter 2020, a growing order backlog, and strategic investments made over the last two years to expand the business through new products, marketing, team growth and corporate accounts.
- TE Connectivity reported record Q2 2017 performance with 8% organic sales growth and adjusted EPS of $1.19, up 32% year-over-year.
- Transportation Solutions saw 9% organic growth driven by strength in automotive. Industrial Solutions grew 3% organically led by factory automation. Communications Solutions grew 9% organically across all businesses.
- TE Connectivity is raising FY17 guidance, expecting 6% organic sales growth and adjusted EPS of $4.58-$4.66, up 17% year-over-year at the midpoint.
- Acxiom reported financial results for Q4 FY18 with total revenue of $245 million, up 9% year-over-year. Marketing Services revenue was $99 million, up 5% year-over-year.
- The company discussed trends over the past three years of improved adjusted revenue growth, expanded non-GAAP margins, and increased free cash flow.
- Acxiom gained over 20 new logos in FY18 and saw momentum in key solutions addressing clients' strategy goals like identity management and data integration.
Acxiom held a Q1 FY19 conference call on August 9, 2018 to discuss financial results and the proposed sale of Acxiom Marketing Solutions to Interpublic Group. Key highlights included:
- The sale of AMS to IPG for $2.3 billion remains on track to close in Q3 pending shareholder approval.
- LiveRamp revenue grew 34% year-over-year to $62 million in Q1, with subscription revenue up 38%.
- Overall company revenue was $227 million in Q1, up 7% year-over-year excluding Facebook.
- Guidance for FY19 expects revenue between $935-955 million and non-GAAP
Rossi Residencial reported its 3Q13 and 9M13 operational and financial results. Operationally, new launches totaled R$665 million in 3Q13, in line with the company's strategic plan to focus on more profitable metropolitan regions. Gross sales were R$616 million in 3Q13. Financially, net revenue was R$492 million in 9M13, while adjusted EBITDA was R$405 million. The company generated R$199 million in operational cash flow excluding interest in 9M13.
This presentation contains forward-looking statements, including our expectations for churn improvement in the fourth quarter of 2015, our expectations for revenue, adjusted EBITDA and capital expenditures in 2015 and our ability to accelerate profitable growth from our new performance-based product offerings and greatly improved execution.
The document provides a summary of TE Connectivity's Q1 2016 earnings. Some key points:
- Sales were above guidance at $2.83 billion, down 7% year-over-year but down only 2% organically. Adjusted EPS was above the high end of guidance at $0.84, down 6% year-over-year.
- Transportation sales were above expectations, helped by strength in automotive. Industrial sales remained sluggish. Communications sales declined due to weakness in China, appliances, and data/devices markets.
- Bookings increased 3% sequentially, with book-to-bill above 1.0 across all segments. Adjusted operating margin was resilient despite macro challenges.
TE Connectivity - 2016 Credit Suisse Technology, Media & Telecom ConferenceTEConnectivityltd
This document provides an overview of TE Connectivity from their November 2016 presentation at the Credit Suisse Technology, Media & Telecom Conference. It discusses TE Connectivity's position as a global leader in connectivity and sensor solutions serving a $170 billion market. It also summarizes TE's strategy of focusing on harsh environment and sensor technologies through acquisitions, as well as their goal of expanding operating margins through productivity initiatives while returning capital to shareholders. Non-GAAP financial measures are also defined for investors.
The deadline for companies to comply with IFRS 15 revenue recognition standards is approaching on January 1, 2017. However, most companies have not fully implemented the changes needed. According to a survey, for every company that has implemented IFRS 15, four are still assessing the impact and four have not yet started. Companies that are prepared have engaged stakeholders to communicate the financial impacts and efforts required for implementation. Accounting firm EY is assisting companies with getting ready to meet the deadline and comply with IFRS 15.
The document provides an overview of TE Connectivity's 2013 investor meeting. It discusses forward-looking statements and non-GAAP measures. It then summarizes key aspects of TE's business including its leadership position in connectivity solutions, consistent execution of its strategy, focused connectivity portfolio across industries, and global scale. TE is positioned for consistent double-digit earnings growth through its various business segments.
1) The document discusses Ingersoll Rand's performance at an investor conference, noting forward-looking statements and non-GAAP financial measures.
2) It provides an overview of Ingersoll Rand as a 145-year-old industrial company with revenues of $13.5 billion across climate and industrial segments.
3) The presentation highlights Ingersoll Rand's strategy of investing in innovation and acquisitions to drive top-tier revenue growth while improving margins and cash flow through 2020.
This document brings together a set
of latest data points and publicly
available information relevant for
Agile & AI Operations Industry. We
are very excited to share this content
and believe that readers will benefit
from this periodic publication
immensely.
The document provides an overview of Verifone's Q4 FY16 financial results. Some key points:
- Revenue and profitability were better than outlook, though down year-over-year due to factors like EMV at the pump being pushed out.
- North America performance was consistent with expectations, while Latin America contributed to revenue strength.
- Services revenue grew 16% year-over-year with over 45% gross margin.
- Guidance for FY17 anticipates revenue of $1.895-1.91 billion and non-GAAP EPS of $1.35-1.39.
Winning CFO Approval for Expense Management AutomationCertifyInc
Join Ernie Humphrey as he examines the top priorities of today’s CFOs and how automation can help to achieve these goals. He will walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
Uncovering Insights: Using analytics and benchmarks to improve T&ECertifyInc
Mark Brousseau, a leading advisor in the finance space, shares how T&E analytics—when coupled with smart benchmarking—give finance the data they need to improve T&E processes while empowering employees to spend wisely.
The document discusses various topics related to managing financial resources for an organization. It covers elements of cost for a business including material, labor, and overhead costs. It also discusses information required to manage financial resources such as labor costs, material costs, overhead costs, and revenue. Regulatory requirements and accountability to stakeholders are important considerations when managing financial resources. Budgetary control is a key method used by Royal Dutch Shell PLC to manage its finances.
- TE Connectivity reported strong Q1 2017 results with 7% year-over-year organic sales growth and record profitability. Adjusted EPS increased 37% to $1.15 per share.
- Transportation sales grew 11% organically driven by content growth in automotive. Industrial sales were flat organically. Communications sales grew 3% organically.
- Adjusted operating margin expanded 190 basis points to 17.5% due to increased volume and productivity. Free cash flow was $218 million.
- For FY2017, TE Connectivity is raising guidance with organic sales growth increased to 4% and adjusted EPS raised to $4.40 despite $0.16 in FX headwinds.
The document provides an overview of a quarterly management report redesign for Leerink Partners LLC, an investment bank. It includes a SWOT analysis of Leerink and its current management report. The proposed redesign focuses on highlighting financial and business segment performance through graphs, color coding and a storyline approach. Key sections of the new deliverable include income statements, balance sheets, location and segment highlights and comparisons to prior periods. Metrics such as revenues, expenses, pre-tax income and headcount are analyzed. Recent deal activity is also summarized. The goal is to provide transparency and ease of use for stakeholders.
This document provides an overview of financial goal planning in 3 steps: 1) Identify and prioritize goals like retirement, education, marriage and calculate costs, 2) Allocate resources to each goal based on risk tolerance and choose appropriate instruments, 3) Monitor performance against expectations and update strategies. Typical financial goals are discussed along with analysis of instruments like mutual funds, EPF, NPS and their returns. The importance of starting early with regular investments tailored to each goal and risk profile is emphasized.
- Acxiom reported financial results for its fourth quarter of fiscal year 2018, ending March 31, 2018. Revenue increased 9% year-over-year to $245 million. Gross profit grew 16% to $123 million and gross margin expanded 300 basis points.
- Marketing Services revenue grew 5% globally to $99 million. Gross margin increased 500 basis points to 38.1% and segment EBITDA was relatively flat at $26 million.
- Connectivity delivered the strongest growth with revenue up 30% to $57 million. Gross margin expanded 710 basis points to 69.9% and segment EBITDA more than doubled.
- The company realized a tax benefit from US tax reform, which added
The document provides an overview of financial and M&A updates from major utilities companies in the United States for the first quarter of 2020. Key highlights include most companies reaffirming full-year earnings guidance despite impacts from COVID-19, and earnings increases driven by infrastructure investment and customer growth at many utilities. Executive comments focus on continued safe and reliable service during the pandemic while supporting customers and communities.
This document brings together a set
of latest data points and publicly
available information relevant for
Digital Customer Experience
Industry. We are very excited to share
this content and believe that readers
will benefit from this periodic
publication immensely.
The document summarizes Thermal Energy International's annual general meeting of shareholders on November 19, 2019. It provides an agenda for the meeting, lists nominated board members and auditors, and presents financial results and strategic growth plans. Key points include record revenue and profits in fiscal year 2019 and first quarter 2020, a growing order backlog, and strategic investments made over the last two years to expand the business through new products, marketing, team growth and corporate accounts.
- TE Connectivity reported record Q2 2017 performance with 8% organic sales growth and adjusted EPS of $1.19, up 32% year-over-year.
- Transportation Solutions saw 9% organic growth driven by strength in automotive. Industrial Solutions grew 3% organically led by factory automation. Communications Solutions grew 9% organically across all businesses.
- TE Connectivity is raising FY17 guidance, expecting 6% organic sales growth and adjusted EPS of $4.58-$4.66, up 17% year-over-year at the midpoint.
- Acxiom reported financial results for Q4 FY18 with total revenue of $245 million, up 9% year-over-year. Marketing Services revenue was $99 million, up 5% year-over-year.
- The company discussed trends over the past three years of improved adjusted revenue growth, expanded non-GAAP margins, and increased free cash flow.
- Acxiom gained over 20 new logos in FY18 and saw momentum in key solutions addressing clients' strategy goals like identity management and data integration.
Acxiom held a Q1 FY19 conference call on August 9, 2018 to discuss financial results and the proposed sale of Acxiom Marketing Solutions to Interpublic Group. Key highlights included:
- The sale of AMS to IPG for $2.3 billion remains on track to close in Q3 pending shareholder approval.
- LiveRamp revenue grew 34% year-over-year to $62 million in Q1, with subscription revenue up 38%.
- Overall company revenue was $227 million in Q1, up 7% year-over-year excluding Facebook.
- Guidance for FY19 expects revenue between $935-955 million and non-GAAP
Rossi Residencial reported its 3Q13 and 9M13 operational and financial results. Operationally, new launches totaled R$665 million in 3Q13, in line with the company's strategic plan to focus on more profitable metropolitan regions. Gross sales were R$616 million in 3Q13. Financially, net revenue was R$492 million in 9M13, while adjusted EBITDA was R$405 million. The company generated R$199 million in operational cash flow excluding interest in 9M13.
This presentation contains forward-looking statements, including our expectations for churn improvement in the fourth quarter of 2015, our expectations for revenue, adjusted EBITDA and capital expenditures in 2015 and our ability to accelerate profitable growth from our new performance-based product offerings and greatly improved execution.
The document provides a summary of TE Connectivity's Q1 2016 earnings. Some key points:
- Sales were above guidance at $2.83 billion, down 7% year-over-year but down only 2% organically. Adjusted EPS was above the high end of guidance at $0.84, down 6% year-over-year.
- Transportation sales were above expectations, helped by strength in automotive. Industrial sales remained sluggish. Communications sales declined due to weakness in China, appliances, and data/devices markets.
- Bookings increased 3% sequentially, with book-to-bill above 1.0 across all segments. Adjusted operating margin was resilient despite macro challenges.
TE Connectivity - 2016 Credit Suisse Technology, Media & Telecom ConferenceTEConnectivityltd
This document provides an overview of TE Connectivity from their November 2016 presentation at the Credit Suisse Technology, Media & Telecom Conference. It discusses TE Connectivity's position as a global leader in connectivity and sensor solutions serving a $170 billion market. It also summarizes TE's strategy of focusing on harsh environment and sensor technologies through acquisitions, as well as their goal of expanding operating margins through productivity initiatives while returning capital to shareholders. Non-GAAP financial measures are also defined for investors.
The deadline for companies to comply with IFRS 15 revenue recognition standards is approaching on January 1, 2017. However, most companies have not fully implemented the changes needed. According to a survey, for every company that has implemented IFRS 15, four are still assessing the impact and four have not yet started. Companies that are prepared have engaged stakeholders to communicate the financial impacts and efforts required for implementation. Accounting firm EY is assisting companies with getting ready to meet the deadline and comply with IFRS 15.
The document provides an overview of TE Connectivity's 2013 investor meeting. It discusses forward-looking statements and non-GAAP measures. It then summarizes key aspects of TE's business including its leadership position in connectivity solutions, consistent execution of its strategy, focused connectivity portfolio across industries, and global scale. TE is positioned for consistent double-digit earnings growth through its various business segments.
1) The document discusses Ingersoll Rand's performance at an investor conference, noting forward-looking statements and non-GAAP financial measures.
2) It provides an overview of Ingersoll Rand as a 145-year-old industrial company with revenues of $13.5 billion across climate and industrial segments.
3) The presentation highlights Ingersoll Rand's strategy of investing in innovation and acquisitions to drive top-tier revenue growth while improving margins and cash flow through 2020.
This document brings together a set
of latest data points and publicly
available information relevant for
Agile & AI Operations Industry. We
are very excited to share this content
and believe that readers will benefit
from this periodic publication
immensely.
The document provides an overview of Verifone's Q4 FY16 financial results. Some key points:
- Revenue and profitability were better than outlook, though down year-over-year due to factors like EMV at the pump being pushed out.
- North America performance was consistent with expectations, while Latin America contributed to revenue strength.
- Services revenue grew 16% year-over-year with over 45% gross margin.
- Guidance for FY17 anticipates revenue of $1.895-1.91 billion and non-GAAP EPS of $1.35-1.39.
Winning CFO Approval for Expense Management AutomationCertifyInc
Join Ernie Humphrey as he examines the top priorities of today’s CFOs and how automation can help to achieve these goals. He will walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
Uncovering Insights: Using analytics and benchmarks to improve T&ECertifyInc
Mark Brousseau, a leading advisor in the finance space, shares how T&E analytics—when coupled with smart benchmarking—give finance the data they need to improve T&E processes while empowering employees to spend wisely.
2018 travel and expense trends and benchmarks to improve spend managementAshley Emery
This webinar shares exclusive new data on T&E spending and provide proven strategies for getting the greatest return on investment for your T&E dollar.
Current Expense Management Trends and T&E Spending BenchmarksAshley Emery
Faced with rising costs and added responsibility for the bottom line, accounting professionals today are increasingly turning to software automation to streamline processes and better control spending across a number of important functions. Chief among these are travel and entertainment (T&E) expense reporting and reimbursement. Now, a new survey of more than 600 CFOs, controllers, and accounting professionals identifies the top T&E trends and approaches to expense management for today's small, mid-sized, and enterprise businesses. Mark Brousseau, of Brousseau & Asociates, and Jennifer Steinke, of Dycom Industries, Inc., will discuss what companies are doing to overcome their T&E expense challenges, as well as how you can leverage findings from the survey to improve expense reporting at your company.
Accounts Payable Trends 2017: The Process and Technology of AP Invoices | Sep...Ashley Emery
With more and more manual business processes putting profitability and productivity at risk, the ways in which companies perform day-to-to-day operations is changing drastically. In the pursuit to cut operational costs and improve efficiency, technology is set to impact the accounts payable invoice process in new and dynamic ways. To better understand the market forces, developing trends and technologies companies are using in the AP invoice process today, Certify has surveyed more than 300 accounting professionals from outside its customer base to reveal the top accounts payable benchmarks and trends for 2017. In this presentation, you will learn what issues other companies like yours are facing in the AP invoice process, and what strategies and practices companies are using today to overcome common challenges.
The ROI of T&E: How Expense Reporting Pays for Itself | June 22, 2017Ashley Emery
Travel and entertainment expense spending is an important growth strategy for companies of every size. While these investments can lead to new business and new opportunity, maximizing every dollar spent also requires a disciplined approach to the often-complex T&E expense reporting and reimbursement process. Now, the latest webinar from IMA and Certify will show you how companies like yours are reducing overhead processing costs and streamlining workflow to quickly deliver a full return on their investment in automation. You’ll also hear from an accounting professional who recently replaced a spreadsheet-based manual process with an automated T&E system.
Winning CFO Approval for Expense Management AutomationCertifyInc
In this webinar, we examine the top priorities of today’s CFOs and how automation helps to achieve these goals. We walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
Think Bold to Lead: Digital Finance Enables the Leapaccenture
Digital finance is transforming ‘how’ and ‘what’ services are being delivered to business leaders. New processes are enabling a cross-functional, collaborative workforce capable of delivering greater insight in the oil and gas industry.
Accenture engaged a third-party research agency in 2017 to conduct a global study of chief financial officers (CFOs) in 80 oil and gas companies.
Five key insights emerged about the potential billions in value to be gained through new services, redefining the finance workforce, adjusting areas of investment and surmounting barriers to successful implementation.
Reinventing AP: How employing automation leads to scalable growthCertifyInc
Learn why organizations of all sizes are leveraging AP automation to manage cash flow better, improve efficiency, and increase employee happiness in this on-demand webinar with the Institute of Management Accountants.
Reinventing AP: How employing automation leads to scalable growthAshley Emery
Learn why organizations of all sizes are leveraging AP automation to manage cash flow better, improve efficiency, and increase employee happiness in this on-demand webinar with the Institute of Management Accountants.
Original airdate: September 9, 2020
Speaker: Mark Brousseau, Brousseau & Associates
T&E Trends and Best Practices in the Digital WorldAshley Emery
T&E Trends and Best Practices in the Digital World
Original air date: October 30, 2019
Join us to discover five key themes from the 2019 Travel and Expense Management Trends Report, a comprehensive survey of almost 600finance professionals. You'll learn specific ways to lower T&E report processing costs, positively impact the productivity of your travelers, and improve your company’s working capital management.
2018 Expense Management Trends: How Will They Affect Your Company?Ashley Emery
This document summarizes a webinar on 2018 T&E trends and benchmarks to improve spend management. Key points include: T&E spending by US companies grew 13% to $296 billion in 2017; meals and gas make up the largest expense categories at 19% each; manual expense reporting costs $26.63 per report compared to $6.85 for automated; and automating expense reporting can reduce processing costs, increase compliance, and boost productivity. The webinar covered how companies can better manage travel spending and maximize ROI through expense control features in automated systems.
T&E Done Right: The Three Pillars of Visibility, Benchmarking, and ControlCertifyInc
Ernie Humphrey, CEO of 360 Thought Leadership Consulting, discusses how visibility into T&E processes and expenses—when combined with the right sort of industry benchmarking—allows companies to take control of T&E spend while also directly impacting top-line revenue and the bottom line.
Delivering earnings predictability, owning corporate governance, and supporting productivity across the enterprise are among the top challenges faced by financial professionals. Where do financial professionals even begin defining a strategy to embrace these opportunities? The answer to that question may raise more than a few eyebrows: best-in-class travel and entertainment (T&E) expense management
Controlling Spend | The Elements of an Improved T&E ProcessCertifyInc
Travel and expense is a notoriously difficult operating cost to effectively manage that can severely hinder employee productivity and spend visibility. Join Mark Brousseau to learn how analytics and insights from trends can directly improve your overall T&E process for everyone’s benefit.
Five Expense Management Strategies That Save Time and Money While Banishing S...Ashley Emery
As accounting professionals and controllers are increasingly pressured to reduce costs and do more with fewer resources, expense management presents a significant opportunity to save both time and money in a number of ways. Find out how organizations today are managing the latest T&E expense spending, technology and business travel trends. Plus, learn how companies are using automation to streamline the expense reporting process, increase efficiency and productivity, and better control employee spending.
Topics covered include:
Banish timely spreadsheets and improve employee satisfaction, for good
Annual T&E expense spending trends and benchmarks by category
Top expense management challenges and goals for improvement
How to Identify the nearly 20% of out of policy company T&E’s
How mobile expense reporting to reduce processing costs by up to 65%
Ways to automate policy enforcement and improve compliance rates
Driving Strategies, Not Just Executing ProjectsMaria Harper
This presentation discusses Procter & Gamble's journey to improve its portfolio management process. It began with decentralized project management and a bottom-up approach. P&G transitioned to a more top-down, program-centric structure with the goals of operationalizing strategy, simplifying processes, and creating mutual benefit between business units and IT. The new process focuses portfolio planning and execution around programs and measuring benefits realization. It has led to better strategic alignment, time savings, and management visibility. The presentation recommends further integrating programs into portfolio management and bringing portfolio managers into the project management office.
Sudeep Ghosh is seeking a position as Head of Accounts or MIS and Analytics. He has over 25 years of experience in accounts, MIS, and analytics across industries like insurance, NBFC, engineering, and FMCG. Currently, he is General Manager of Accounts at Magma HDI General Insurance, where he leads a team of accountants and is responsible for accounting functions, MIS, analytics, audits, and system implementations. He has experience finalizing financial statements, budgets, and business plans in compliance with regulatory requirements.
Expense Management: Best Practices and Benchmarking for 2015 Ashley Emery
Travel and Entertainment (T&E) expenses—second only to payroll as the largest business expense—are becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore, effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond.
How does your company’s overall T&E spending, as well as spending within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Join us for an hour-long discussion about the best practices to reduce T&E spending and simplify expense management processes in 2015.
This document summarizes a webinar about ABM best practices. The webinar included an introduction, discussion of an ABM benchmark report, and an expert panel on ABM. The benchmark report found that over 25% of marketing budgets are now spent on ABM on average. Companies with ABM programs for over 3 years achieved significantly higher ROI than others. While ABM adoption is growing, most programs are still early-stage, focusing on basics like data and customizing campaigns. Moving forward, winning companies will invest more in personalized approaches and blend different ABM types for breadth and depth. The expert panel discussed challenges implementing ABM strategies.
Similar to Expense Management: How 2018 Trends Affect Your Company (20)
This presentation by Juraj Čorba, Chair of OECD Working Party on Artificial Intelligence Governance (AIGO), was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
This presentation by Nathaniel Lane, Associate Professor in Economics at Oxford University, was made during the discussion “Pro-competitive Industrial Policy” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/pcip.
This presentation was uploaded with the author’s consent.
Collapsing Narratives: Exploring Non-Linearity • a micro report by Rosie WellsRosie Wells
Insight: In a landscape where traditional narrative structures are giving way to fragmented and non-linear forms of storytelling, there lies immense potential for creativity and exploration.
'Collapsing Narratives: Exploring Non-Linearity' is a micro report from Rosie Wells.
Rosie Wells is an Arts & Cultural Strategist uniquely positioned at the intersection of grassroots and mainstream storytelling.
Their work is focused on developing meaningful and lasting connections that can drive social change.
Please download this presentation to enjoy the hyperlinks!
XP 2024 presentation: A New Look to Leadershipsamililja
Presentation slides from XP2024 conference, Bolzano IT. The slides describe a new view to leadership and combines it with anthro-complexity (aka cynefin).
This presentation by OECD, OECD Secretariat, was made during the discussion “Artificial Intelligence, Data and Competition” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/aicomp.
This presentation was uploaded with the author’s consent.
Suzanne Lagerweij - Influence Without Power - Why Empathy is Your Best Friend...Suzanne Lagerweij
This is a workshop about communication and collaboration. We will experience how we can analyze the reasons for resistance to change (exercise 1) and practice how to improve our conversation style and be more in control and effective in the way we communicate (exercise 2).
This session will use Dave Gray’s Empathy Mapping, Argyris’ Ladder of Inference and The Four Rs from Agile Conversations (Squirrel and Fredrick).
Abstract:
Let’s talk about powerful conversations! We all know how to lead a constructive conversation, right? Then why is it so difficult to have those conversations with people at work, especially those in powerful positions that show resistance to change?
Learning to control and direct conversations takes understanding and practice.
We can combine our innate empathy with our analytical skills to gain a deeper understanding of complex situations at work. Join this session to learn how to prepare for difficult conversations and how to improve our agile conversations in order to be more influential without power. We will use Dave Gray’s Empathy Mapping, Argyris’ Ladder of Inference and The Four Rs from Agile Conversations (Squirrel and Fredrick).
In the session you will experience how preparing and reflecting on your conversation can help you be more influential at work. You will learn how to communicate more effectively with the people needed to achieve positive change. You will leave with a self-revised version of a difficult conversation and a practical model to use when you get back to work.
Come learn more on how to become a real influencer!
This presentation by OECD, OECD Secretariat, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.
Carrer goals.pptx and their importance in real lifeartemacademy2
Career goals serve as a roadmap for individuals, guiding them toward achieving long-term professional aspirations and personal fulfillment. Establishing clear career goals enables professionals to focus their efforts on developing specific skills, gaining relevant experience, and making strategic decisions that align with their desired career trajectory. By setting both short-term and long-term objectives, individuals can systematically track their progress, make necessary adjustments, and stay motivated. Short-term goals often include acquiring new qualifications, mastering particular competencies, or securing a specific role, while long-term goals might encompass reaching executive positions, becoming industry experts, or launching entrepreneurial ventures.
Moreover, having well-defined career goals fosters a sense of purpose and direction, enhancing job satisfaction and overall productivity. It encourages continuous learning and adaptation, as professionals remain attuned to industry trends and evolving job market demands. Career goals also facilitate better time management and resource allocation, as individuals prioritize tasks and opportunities that advance their professional growth. In addition, articulating career goals can aid in networking and mentorship, as it allows individuals to communicate their aspirations clearly to potential mentors, colleagues, and employers, thereby opening doors to valuable guidance and support. Ultimately, career goals are integral to personal and professional development, driving individuals toward sustained success and fulfillment in their chosen fields.
This presentation by OECD, OECD Secretariat, was made during the discussion “Pro-competitive Industrial Policy” held at the 143rd meeting of the OECD Competition Committee on 12 June 2024. More papers and presentations on the topic can be found at oe.cd/pcip.
This presentation was uploaded with the author’s consent.
This presentation by Professor Alex Robson, Deputy Chair of Australia’s Productivity Commission, was made during the discussion “Competition and Regulation in Professions and Occupations” held at the 77th meeting of the OECD Working Party No. 2 on Competition and Regulation on 10 June 2024. More papers and presentations on the topic can be found at oe.cd/crps.
This presentation was uploaded with the author’s consent.
64. About IMA® and the CMA® Program
IMA® (Institute of Management Accountants) is one of the largest and most respected
associations focused exclusively on advancing the management accounting
profession. Globally, IMA supports the profession through the CMA® (Certified
Management Accountant) program, continuing education, research, networking, and
advocacy of the highest ethical business practices.
The CMA is a globally recognized certification program for management accounting
and finance professionals. The two-part CMA exam covers 11 critical business areas,
including financial planning, analysis, control, and decision support.
Learn more at http://www.imanet.org/cma-certification.