In this session, you will learn best practices for optimizing the planning process including how to adopt a driver-based model, efficiently manage rolling forecasts, embrace “what if” scenario modeling and provide more meaningful reporting and analysis to impact decision making. You will gain insights from comprehensive industry research recently conducted with hundreds of financial professionals around the world in order to understand key industry trends and best practices that are working for leading edge organizations today. In addition to the research, subject matter experts will share numerous practical steps for improving performance management processes in your organization. You will come away with real-world methodologies to help you improve and shorten your budgeting process and will also enable better decision making and organizational alignment that will help you to optimize performance.
Speaker: Tony Ard, Director of Solutions Engineering, Axiom EPM
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Operational Advantage | Session: 5
Best Practices in Financial Planning and Analysis | 2013 Business Analytics S...Cartegraph
Loras College is proud to present our annual Business Analytics Symposium on March 27, 2014 at the Grand River Center in Dubuque, IA. Industry experts will share their insights about the evolving field of business analytics opportunities. Learn about everything from best practices when analyzing data to the importance and benefits of building a culture of analytics within your organization.
To learn more, secure your seat or to take advantage of group discounts visit www.loras.edu/bigdata.
Genpact helps leaders of some of the largest enterprises
transform and run their processes and operations, including
the very complex and industry-specific. We help enterprises to be more competitive by becoming more intelligent: adaptive, innovative, globally effective and connected by enabling tighter management of costs, risks, regulations, and supporting growth.
Delivering Value with Financial Performance: Leading FP&A Practices of High-G...Proformative, Inc.
The FP&A organization along with the rest of finance is undergoing a transformation, with increasing responsibilities and their accompanying challenges, all of which have to be undertaken with limited resources. FP&A leaders, like their peers in other finance groups, are being asked to elevate their focus and extend their reach across the organization, while still delivering on traditional blocking and tackling activities. Hear from FP&A leaders who have created significant company value while navigating high growth business environments. Learn how best practices – on KPIs, planning cycles, rolling forecasts, and other techniques – have enabled high performance, both for their functions and for their overall business.
Speakers: Eileen Tobias, Sr. Director of FP&A, NetSuite
Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Operational Advantage | Session: 4
Financial planning and analysis (FP&A) is the process of forecasting a company's future financial performance and managing its financial resources to meet those forecasts. FP&A professionals are responsible for creating accurate financial models, developing budget proposals, and analyzing past financial performance in order to identify trends and recommend improvements.
Best Practices in Financial Planning and Analysis | 2013 Business Analytics S...Cartegraph
Loras College is proud to present our annual Business Analytics Symposium on March 27, 2014 at the Grand River Center in Dubuque, IA. Industry experts will share their insights about the evolving field of business analytics opportunities. Learn about everything from best practices when analyzing data to the importance and benefits of building a culture of analytics within your organization.
To learn more, secure your seat or to take advantage of group discounts visit www.loras.edu/bigdata.
Genpact helps leaders of some of the largest enterprises
transform and run their processes and operations, including
the very complex and industry-specific. We help enterprises to be more competitive by becoming more intelligent: adaptive, innovative, globally effective and connected by enabling tighter management of costs, risks, regulations, and supporting growth.
Delivering Value with Financial Performance: Leading FP&A Practices of High-G...Proformative, Inc.
The FP&A organization along with the rest of finance is undergoing a transformation, with increasing responsibilities and their accompanying challenges, all of which have to be undertaken with limited resources. FP&A leaders, like their peers in other finance groups, are being asked to elevate their focus and extend their reach across the organization, while still delivering on traditional blocking and tackling activities. Hear from FP&A leaders who have created significant company value while navigating high growth business environments. Learn how best practices – on KPIs, planning cycles, rolling forecasts, and other techniques – have enabled high performance, both for their functions and for their overall business.
Speakers: Eileen Tobias, Sr. Director of FP&A, NetSuite
Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Operational Advantage | Session: 4
Financial planning and analysis (FP&A) is the process of forecasting a company's future financial performance and managing its financial resources to meet those forecasts. FP&A professionals are responsible for creating accurate financial models, developing budget proposals, and analyzing past financial performance in order to identify trends and recommend improvements.
Making driver-based planning and budgeting workAnaplan
For Finance departments to best navigate through the twists and turns of today’s fast moving marketplace, a haphazard, once-a-year budgeting process just doesn’t cut it. To survive and thrive in this environment, this process needs to change to be more agile, align around a consistent set of resources, and attain a trusted level of accuracy.
One reliable way to transform your budgeting process is to integrate the modeling that budget contributors typically do on spreadsheets to deliver driver-based planning and budgeting. With benefits such as being able to rapidly reforecast with minimal effort, having operational capacity always aligned, and better decision making that comes from having a deeper insight into variances, it has obvious appeal. So why is it not more widely used?
View these slides from our webinar with Forrester Research and Proformative and watch the full webinar here: https://www.anaplan.com/webinars/driver-based-budgeting/
Finance Vision 2020 presenation used for the launching of our book at the Finance Transformation Summit (organized by Alex van Groningen) on December 2, 2008
Finance 2020: Designing a Finance function to meet new demandsDeloitte Canada
CFOs in all industries are under pressure to provide insights to help boards and leadership teams make better decisions. How do they—and their Finance teams—need to change to meet rising expectations? What will the impact be on the Finance organization and its information, systems, processes and controls? Finance 2020 explores possible futures for operational, business and specialized finance.
Revenue Operations Management: Building a Finance Technology Strategy to Opti...Proformative, Inc.
Learn how to deliver effective revenue operations management, critical to the success of the entire enterprise, via this recorded session from Transverse. Effective revenue operations management is critical to the success of the entire enterprise, but it can be inhibited by complex sets of manual processes and systems, numerous stakeholders and the need to collect and manage vast amounts of information. Join finance and technology leaders to hear how they are eliminating barriers and challenges to revenue operations management and prioritizing Finance Technology investments to support and influence cross-functional alignment around revenue strategy.
Speaker: Chris Couch, COO and Co-Founder, Transverse
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Finance Technology Landscape | Session: 3
How FP&A Can Become a Better Business PartnerCarl Seidman
FP&A is increasingly recognized as a true business partner. In its expanded role, FP&A is helping the business to improve planning and to better align with its organizational strategy.
Best in Class Finance Transformation - Best Practices for the Finance FunctionProformative, Inc.
The evolution of the CFO role from controlling and reporting to strategy and support for the exec team now includes responsibility to deliver value for key stakeholders, such as investors. Top finance organizations are capable in multiple components of enterprise performance management (EPM), including strategic planning, execution, cost visibility, driver behavior, forecasting, planning, predictive analytics, ERM, and process productivity improverment (lean and Six Sigma). This workshop covers effective EPM frameworks, optimal organizational structure, talent management, leveraging technology to improve processes, and best practices for process change.
Speaker:
Birgit Starmanns, Senior Director, Solution Marketing, SAP
Presentation delivered at CFO Dimensions 2013
Workshop
Finance for non finance managers module 1 financial accounting basicsShahid Hussain Raja
Welcome to this one day intensive course on finance for non finance managers/professionals
Besides learning essential concepts, we will discuss the difference among financial accounting, management accounting and financial management
In Module 1, we will discuss the basics of financial accouning such as financial transactions, jargon used, conventions etc
Also the various ways of presenting these accounts-basic information about the three financial statements
Early integration planning is critical for successfully implementing your M&A transaction. Mergers and acquisitions can create immediate value opportunities and provide a solid foundation for growth. However, a key challenge for any merger or acquisition is to quickly integrate operations using the same employees who are required to run the day-to-day business. Early planning, e.g., even prior to having a deal in place, will help you jumpstart the M&A integration process and can minimize employee distraction and workload. This document provides an overview of the steps that you can take to prepare for your merger or acquisition and successfully overcome these challenges.
For more information, please visit www.scottmadden.com.
Pragmatic Portfolio Management, 25 Sept 2012
Martin Samphire and David Dunning, on behalf of the APM
Portfolio Management (PfM) SIG, APM Portfolio Management (PfM) SIG, APM Thames Valley Branch
Presentation and case on Beyond Budgeting in London April 29th 2009 by Sigurd...SpareBank 1 Gruppen AS
Beyond Budgeting Round Table (BBRT). Konserndirektør Sigurd Aune holdt en presentasjon i London om SpareBank 1 Gruppen og Beyond Budgeting.
The SpareBank 1 group’s road to a new corporate governance based on the principles of Beyond Budgeting.
Making driver-based planning and budgeting workAnaplan
For Finance departments to best navigate through the twists and turns of today’s fast moving marketplace, a haphazard, once-a-year budgeting process just doesn’t cut it. To survive and thrive in this environment, this process needs to change to be more agile, align around a consistent set of resources, and attain a trusted level of accuracy.
One reliable way to transform your budgeting process is to integrate the modeling that budget contributors typically do on spreadsheets to deliver driver-based planning and budgeting. With benefits such as being able to rapidly reforecast with minimal effort, having operational capacity always aligned, and better decision making that comes from having a deeper insight into variances, it has obvious appeal. So why is it not more widely used?
View these slides from our webinar with Forrester Research and Proformative and watch the full webinar here: https://www.anaplan.com/webinars/driver-based-budgeting/
Finance Vision 2020 presenation used for the launching of our book at the Finance Transformation Summit (organized by Alex van Groningen) on December 2, 2008
Finance 2020: Designing a Finance function to meet new demandsDeloitte Canada
CFOs in all industries are under pressure to provide insights to help boards and leadership teams make better decisions. How do they—and their Finance teams—need to change to meet rising expectations? What will the impact be on the Finance organization and its information, systems, processes and controls? Finance 2020 explores possible futures for operational, business and specialized finance.
Revenue Operations Management: Building a Finance Technology Strategy to Opti...Proformative, Inc.
Learn how to deliver effective revenue operations management, critical to the success of the entire enterprise, via this recorded session from Transverse. Effective revenue operations management is critical to the success of the entire enterprise, but it can be inhibited by complex sets of manual processes and systems, numerous stakeholders and the need to collect and manage vast amounts of information. Join finance and technology leaders to hear how they are eliminating barriers and challenges to revenue operations management and prioritizing Finance Technology investments to support and influence cross-functional alignment around revenue strategy.
Speaker: Chris Couch, COO and Co-Founder, Transverse
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Finance Technology Landscape | Session: 3
How FP&A Can Become a Better Business PartnerCarl Seidman
FP&A is increasingly recognized as a true business partner. In its expanded role, FP&A is helping the business to improve planning and to better align with its organizational strategy.
Best in Class Finance Transformation - Best Practices for the Finance FunctionProformative, Inc.
The evolution of the CFO role from controlling and reporting to strategy and support for the exec team now includes responsibility to deliver value for key stakeholders, such as investors. Top finance organizations are capable in multiple components of enterprise performance management (EPM), including strategic planning, execution, cost visibility, driver behavior, forecasting, planning, predictive analytics, ERM, and process productivity improverment (lean and Six Sigma). This workshop covers effective EPM frameworks, optimal organizational structure, talent management, leveraging technology to improve processes, and best practices for process change.
Speaker:
Birgit Starmanns, Senior Director, Solution Marketing, SAP
Presentation delivered at CFO Dimensions 2013
Workshop
Finance for non finance managers module 1 financial accounting basicsShahid Hussain Raja
Welcome to this one day intensive course on finance for non finance managers/professionals
Besides learning essential concepts, we will discuss the difference among financial accounting, management accounting and financial management
In Module 1, we will discuss the basics of financial accouning such as financial transactions, jargon used, conventions etc
Also the various ways of presenting these accounts-basic information about the three financial statements
Early integration planning is critical for successfully implementing your M&A transaction. Mergers and acquisitions can create immediate value opportunities and provide a solid foundation for growth. However, a key challenge for any merger or acquisition is to quickly integrate operations using the same employees who are required to run the day-to-day business. Early planning, e.g., even prior to having a deal in place, will help you jumpstart the M&A integration process and can minimize employee distraction and workload. This document provides an overview of the steps that you can take to prepare for your merger or acquisition and successfully overcome these challenges.
For more information, please visit www.scottmadden.com.
Pragmatic Portfolio Management, 25 Sept 2012
Martin Samphire and David Dunning, on behalf of the APM
Portfolio Management (PfM) SIG, APM Portfolio Management (PfM) SIG, APM Thames Valley Branch
Presentation and case on Beyond Budgeting in London April 29th 2009 by Sigurd...SpareBank 1 Gruppen AS
Beyond Budgeting Round Table (BBRT). Konserndirektør Sigurd Aune holdt en presentasjon i London om SpareBank 1 Gruppen og Beyond Budgeting.
The SpareBank 1 group’s road to a new corporate governance based on the principles of Beyond Budgeting.
Learn a best practice methodology where financial plans incorporate assumptions about business activities which are modeled to drive financial data such as revenue projections, headcount, spending and capital requirements.
Hospital and Healthcare System Strategic Planning and Financial ForecastingAxiom EPM
Given the level of uncertainty in the healthcare industry and all of the external factors that impact healthcare provider organizations today, strategic planning has become an increasingly complex function. The process is no longer a simple financial forecasting exercise. Instead, it has evolved into a more integrated financial and operational planning activity that touches the entire organization. The process of defining a multi-year financial forecast is now predicated on the modeling of individual business initiatives focused on cost reduction or revenue growth. These slides present four factors vital to establishing more agile strategic planning models. You'll learn techniques to incorporate financial and service line-based analytics to enable efficient ‘what-if’ modeling, scenario analysis and initiative-based modeling and tracking.
An Overview of Scenario Planning - Introduction, Overview and ExamplesAxiom EPM
An Overview of Scenario Planning. Topics include: Scenario Planning and Uncertainty, Scenario Planning Prerequisites, Key Benefits of Scenario Planning, Types of Scenario Planning, Overcoming Hurdles to Scenario Planning and Five Required Structural Elements
CIMA Dublin MIAGEN on FP&A Best Practices June '15MIAGEN
Make Better Decision making through dynamic Rolling Forecasting & Best Practices in FP&A - delivered by MIAGEN to CIMA Dublin as part of Adaptive Insights Breakfast Briefing series
Loras College 2014 Business Analytics Symposium | Steve Whinnery and Scott St...Cartegraph
This presentation will walk you through an explanation of planning, industry leading practices for planning, executive leading practices for planning and finally analytics and planning.
For more information on the Loras College 2014 Business Analytics Symposium, the Loras College MBA in Business Analytics or the Loras College Business Analytics Certificate visit www.loras.edu/mba or www.loras.edu/bigdata.
Your Digital Finance Transformation JourneyWorkday, Inc.
When it comes to navigating digital transformation within finance, no two organizations or industries are alike.
View this slide deck to learn how Workday and Deloitte are partnering to provide customers across industries with a perfect path forward, and can help you set a clear strategy for your journey.
Best Practices in Implementing and Delivering Value from Your CPM SolutionsProformative, Inc.
View on Proformative: http://www.proformative.com/resources/presentation-best-practices-implementing-delivering-value-your-cpm-solutions
The CFO’s role has evolved from traditional reporting and controlling, to decision support and strategic execution. There is a growing expectation that the CFO will be a trusted adviser to the executive team, and will lead the Finance organization to embrace the role of business partner. This demanding transition has been driven by the desire to raise the bar and deliver value for investors and other key stakeholders.
In this best practice workshop, learn from seasoned Finance experts how best in class finance functions have used corporate performance management (CPM) as a foundation for driving these necessary changes, and for leading the finance organization into a new, value-added role.
In summary, in attending this workshop you will find:
* A roadmap for integrating strategic planning, operational planning, budgeting, and reporting into a complete CPM solution
* Operational readiness: How to tell if your Finance organization is up to the challenge
* How to leverage your existing CPM solution to enhance and improve finance operations processes
* Tips and traps for selecting the right CPM solution for your organization
* Bonus Material: Results of recent survey of 150+ companies experience with Rolling Forecast
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Workshop
Oracle Strategic Modeling Live: Defined. Discussed. Demonstrated.Perficient, Inc.
The only thing certain about forecasting in a volatile economy is that the future is unpredictable. Historically, organizations have effectively utilized statistical techniques for short-term business planning, but leveraging actuals no longer allows us to predict the future. The ability to be prepared, responsive, and agile under these conditions is becoming a crucial success factor. Oracle Strategic Modeling can help you better navigate change to cope with uncertainty.
If your CFO’s questions regarding earnings, liquidity, and cash flow are unceasing and far-reaching, watch our on-demand webinar for a deep dive into strategic modeling. We modeled real-world scenarios to show how you can:
Quickly and easily develop a hierarchical model of your business
Leverage multiple pre-built functions to forecast key performance drivers
Provide transparency on forecasted financials via audit trail
Utilize goal seek to set financial targets and estimate the financials drivers necessary to achieve it
Perform sophisticated “what-if” analysis via simulations to improve the accuracy of your forecast
Use built-in dashboard functionality to deliver powerful reporting capabilities
Accenture’s 2014 High Performance Finance Research shows that CFOs are concentrating on cost-effectively serving a worldwide consumer base while reducing operational spend.
For more information view us on www.accenture.com/ConsumerGoods
Solution Architecture and Solution Estimation.pdfAlan McSweeney
Solution architects and the solution architecture function are ideally placed to create solution delivery estimates
Solution architects have the knowledge and understanding of the solution constituent component and structure that is needed to create solution estimate:
• Knowledge of solution options
• Knowledge of solution component structure to define a solution breakdown structure
• Knowledge of available components and the options for reuse
• Knowledge of specific solution delivery constraints and standards that both control and restrain solution options
Accurate solution delivery estimates are need to understand the likely cost/resources/time/options needed to implement a new solution within the context of a range of solutions and solution options. These estimates are a key input to investment management and making effective decisions on the portfolio of solutions to implement. They enable informed decision-making as part of IT investment management.
An estimate is not a single value. It is a range of values depending on a number of conditional factors such level of knowledge, certainty, complexity and risk. The range will narrow as the level of knowledge and uncertainty decreases
There is no easy or magic way to create solution estimates. You have to engage with the complexity of the solution and its components. The more effort that is expended the more accurate the results of the estimation process will be. But there is always a need to create estimates (reasonably) quickly so a balance is needed between effort and quality of results.
The notes describe a structured solution estimation process and an associated template. They also describe the wider context of solution estimates in terms of IT investment and value management and control.
CRMready Webinar Series - Part 3 - How to Make Your Nonprofit’s CRM Implement...TheConnectedCause
In the CRMready Webinar Series, The Connected Cause takes a look at what CRM is, the project roles needed for a successful CRM implementation, and project management. In part 3 Heller Consulting talks about managing expectations with change management, evaluating risks with a CRM implementation and what roles are needed to ensure the project is a success for your nonprofit organization.
How to Improve Performance with Next-Gen Sales Enablement Technology in Finan...Perficient, Inc.
How are next-generation knowledge management solutions changing the pace of sales and marketing efficiency in financial services?
IT departments for financial firms are investing in enterprise solutions like cloud and mobile technology to improve efficiency, and sales and marketing are no exception. Information is often scattered, compliance approvals for collateral are a burden, and real-time access to the right materials and data is a challenge for most financial services companies.
A lot has changed with knowledge management solutions in financial services. From mobile access and cloud-based platforms to automation, analytics and seamless integration to CRM – you can’t afford to be left in the dust.
Join us as our team of industry experts explore:
Technology trends redefining your processes and IT systems
Scalable, dynamic solutions to empower sales and marketing teams
Best practices in implementing enterprise platforms
Client success stories in asset and wealth management
Building Your Business Case for P2P AutomationTradeshift
Surveys have found that it often takes much longer to get approval for a project than it takes to implement the project once approved. Key to getting approval is putting together a document that provides compelling arguments for approval as well as making sure the appropriate people are involved in the approval process.
This is especially true for the procure-to-pay process, a notoriously difficult area to make a business case that accurately communicates the value of a P2P transformation. Fortunately, Jon Casher, a leading expert in the Procure-to-Pay and accounts payable will be providing some great insights.
During this webinar you will learn:
-Why you need a business case and what to include
-What needs to be done before putting together your business case
-How to identify the roles and responsibilities of the people involved in the approval process
-Resources to draw on to make the case
-Getting approval and ensuring success
Similar to Proven Techniques for Optimizing Your Financial Planning & Analysis Process (20)
How to Measure and Manage Business Performance in Volatile TimesProformative, Inc.
The performance of every organization ultimately depends on the adequacy of the information available to decision makers at the exact moment that decisions have to be made.
Join Paul Sharman, former IMA CEO and former Controller of Northern Telecom, as he takes you through the 5 reasons why companies of all sizes should consider Corporate Performance Management (CPM) platforms, which help companies track, report on, and understand corporate operating and financial performance. Paul will also discuss the primary concerns that stem from increased volatility as well as the sources of risk deemed most important over the next 3 years.
5 Steps to Selecting the Right Financial Management Software SolutionProformative, Inc.
Companies that continue to live in an environment of complicated, error-prone spreadsheets, and limited financial and operational visibility find themselves at a competitive disadvantage in an increasingly dynamic business environment. The good news is that there are many modern, cost-effective, financial management systems that can support, and not hinder, your company’s growth. The time to upgrade your financial management system is here, but how do you choose the right solution for your company?
Driving Market Leadership and Growth with NetSuite Cloud ERPProformative, Inc.
As companies gear up for growth in 2015 and beyond, a lack of visibility across the enterprise can impact the ability of finance leaders to deliver on company growth initiatives and meet key strategic objectives.
Are you giving away value? Help your employees understand and appreciate the ...Proformative, Inc.
Each year companies grant more than $110 billion in equity compensation.* But how much do employees value these awards? In this webinar, Julie Vander Veen, Head of Corporate Services in UBS Equity Plan Advisory Services, and Nina Duraiswami, research analyst for UBS's client insights team, will dive into the UBS Participant Voice survey’s findings on how participants perceive equity, and they will discuss what companies can and are doing to help their employees value these awards.
The webinar will also cover concrete steps companies can take to help. Real life case studies and examples will be used to discuss these best practices.
Innovative Growth Redefined: Monetizing the Internet of Things (IOT)Proformative, Inc.
Delivering growth in today’s world requires innovation. The Internet of Things (IOT) is changing not only how market leaders are delivering products and services are delivered and getting paid for them, but the very nature of the products and services they offer their customers. What is the Internet of Things? How are companies effectively monetizing the Internet of Things to drive competitive advantage?
Supply Chain Management: Costly Mistakes & Success Metrics for CFOsProformative, Inc.
Most companies, even if they are not in manufacturing, have a supply chain. Ineffective Supply Chain Management (SCM) often fails to get its due in the damage it can cause to financial performance. Costly mistakes are often made by companies in many areas including contract negotiation, cost leakage, and in selecting the right supply chain partners.
Selecting The Right Business Technology Solution and Business PartnersProformative, Inc.
Proformative recently launched the FinTech Forum webinar program series, which is designed to offer practical and actionable content in an interactive format to help finance leaders better understand and exploit business technology that can fuel competitive advantage.
5 Steps to Unlocking the Strategic Value of Finance in ManufacturingProformative, Inc.
Most manufacturing companies struggle to achieve the level of integration between financial and operational processes and data to achieve dynamic scenario planning capabilities, the desired level of forecasting accuracy, and the strategic analytics required to deliver sustainable growth. This webinar will discuss the unique challenges facing manufacturing companies in these areas, and how overcoming them delivers competitive advantage and transforms Finance into a value added partner.
Get Ready for 2015: Understanding and Adopting the New Tax Rules and RegulationsProformative, Inc.
The new year is always a time of change - and sales and use tax in 2015 is no exception. Hear sales tax compliance expert Shane Ratigan provide an in-depth overview to help you understand, prepare for, and get ahead of the state and federal tax changes coming your way.
In this webinar, Shane will take a comprehensive look at critical new state and federal tax laws, including the Marketplace Fairness Act, taxation of services, and changes for cloud-based services. Join us and gain insider information to help you better understand how changes to sales tax regulations may affect your company and your bottom line.
Board Reporting: Efficiency, Automation & Getting Beyond the NumbersProformative, Inc.
The quarterly Board book is due in 2 hours, and we just got word from the Controller that a few numbers need to be adjusted. Time to panic, right? Unfortunately, this is quite common, and many finance professionals charged with producing their company’s Board book would panic in this situation. Several Excel sheets would need to be updated, and the CEOs commentary would need revising to accurately explain the numbers. The good news is that there does not need to be a company-wide heartburn the days leading up to the Board book’s production and distribution.
2015 T&E Expense Benchmarking: Are Your Employees Splurging on the Company DimeProformative, Inc.
Travel and entertainment—second only to payroll as the largest business expense—is 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 Travel and Entertainment spend, and spend within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Unfortunately, benchmarks for overall T&E spend and key T&E spend within each categories are all but impossible to find.
The good news is that Robert Neveu President & Co-founder, Certify will join us to reveal the latest buying trends in business travel based on research from Certify's SpendSmart Report, based on receipts and expenses data from over six million transactions and transaction-based data from Seamless.
Unlocking the Value of Regulatory Compliance to Advance Financial Planning &...Proformative, Inc.
Call reporting, DFAST, CCAR - the amount of time and energy spent by banks to comply with cumbersome banking regulations is painful at best. You can turn this process into an advantage for your company by leveraging current advances in technology to cost-effectively streamline compliance with regulatory requirements and deliver more advanced planning and analysis that fuels company growth.
PwC Presents: VC Investing – Major trends from Q3 2014Proformative, Inc.
As we predicted in our last Proformative VC update, 2014 is turning into an exciting year for venture capital, with increased investing activity and headline-grabbing exits. Please join representatives from PwC’s Emerging Company Services Group as they provide an overview of recent venture capital investment trends, interpreting findings from the PricewaterhouseCoopers/National Venture Capital Association MoneyTree™ Report, based on data from Thomson Reuters.
The Science of Incentive Compensation Programs: The DNA of What WorksProformative, Inc.
Acquiring, retaining and motivating the right talent continues to top the list of challenges identified by CFOs and other C-Suite executives at companies of all sizes. Incentive compensation plans that miss the mark can damage any company’s profitability, and even put the future of a company at risk. Yet, despite with the availability of data to better understand the behaviors of customers and those tasked with engaging and managing them, incentive compensation design and management still often fails to get its due.
Join us as Erik Charles, Principal Incentives Strategist, Xactly explains the science of an effective incentive compensation program including the essential components of its DNA.
The New World of Revenue Recognition: A Deep Dive into the 5 Steps to Recogni...Proformative, Inc.
This issuance of the new standard for revenue recognition finally happened in May 2014, and will replace the current guidance in US GAAP and IFRS for revenue recognition. The new revenue rules which represent a paradigm shift from a rules-based to a principles-based guidance can impact several facets of a business. Companies will need to adjust policies and design new processes to ensure compliance.
Aligning HR & Finance: How ReddyIce Transformed to Market LeaderProformative, Inc.
Effectively managing resources is challenging for any company, and a lack of visibility into information on operational factors that impact margins and drive demand makes it nearly impossible. Despite the fact that companies dedicate 36 percent of revenues to human capital, many accept having less than 20/20 vision into the return they’re getting from this huge investment. How are companies leveraging technology to enable systems across the enterprise (from HR to Finance) to communicate with each other to deliver the real-time information company leaders need to optimize company investments, and the consumption of company resources.
Join us as Elliott Lester, VP of IT at ReddyIce shares how his company was able to leverage enterprise-wide visibility to break down operational silos, transform processes, improve product margins, and develop actionable metrics to drive the allocation of key company resources to transform from a company on the brink of extinction to a market leader with sustainable competitive advantage.
Manish Patel, Global Vice President of Collaborative Solutions, will join Elliott in sharing actionable advice for companies to leverage
Business Analytics, Forecasting, Financial Planning: The Recipe for Impacting...Proformative, Inc.
Despite the explosion of cloud computing and related technologies, many organizations are still far from where they want and need to be in terms of driving performance. Companies still often make strategic and operational decisions based on incomplete or untimely data, incomplete analysis, and even pure intuition. There is much talk about how to leverage analytics and dynamic forecasting and planning to impact company performance, but how is it actually done?
Join us to discover how companies are aligning process and technology to combine historical and real-time data into what-if scenarios and risk-adjusted forecasts that improve both financial and operational performance, and even putting intuitive statistical analysis in the hands of every company manager and stakeholder to sharpen decision-making across the enterprise.
PwC Presents: VC Investing – Major trends of the first half of 2014 and predi...Proformative, Inc.
As we predicted in our last Proformative VC update, 2014 is turning into an exciting year for venture capital, with increased investing activity and headline-grabbing exits. Please join representatives from PwC’s Emerging Company Services Group as they provide an overview of recent venture capital investment trends, interpreting findings from the PricewaterhouseCoopers/National Venture Capital Association MoneyTree™ Report, based on data from Thomson Reuters.
Driving Profitability with Professional Services AutomationProformative, Inc.
Like most businesses, Professional Services organizations need effective communication processes and 360 degree visibility across sales, services delivery, and finance. It’s no surprise that top-ranked services-driven businesses are more than twice as likely to use an integrated Professional Services Automation (PSA) solution to improve their back-office efficiencies and profit margins. In fact, organizations using PSA saw a nearly 20% increase in annual revenue, according to a recent Aberdeen report.
Join Doug Tilley, General Manager of PSA Applications at FinancialForce.com, as he discusses findings from the 2014 Aberdeen report, Driving Back Office Profitability with Professional Services Automation, including how best-in-class organizations rely on PSA to ensure accuracy and compliance, increase efficiencies, and build greater profit margins in a services-focused business.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
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Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
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Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
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