STREAMLINING THE BUDGETING & PLANNING PROCESSES

Sponsored by Sage Intacct
DATE: WEDNESDAY, JULY 24, 2019
TIME: 2:00 PM ET
DURATION: 1 HOUR

Webcast Summary

To achieve business goals, organizations need budgeting and planning that’s effective, collaborative, and strategic. New technologies, including bi-directional integration between budgeting software and accounting applications, have changed finance executives’ overall approach to budgeting and planning. However, despite all of the advancements in modern finance technology, many organizations continue to rely on time-consuming spreadsheets for budgeting and planning.

During this session, we’ll examine the key challenges finance teams face when it comes to budgeting and planning and why they are turning to technology to drive more efficient budgeting and planning, increase business agility, and improve overall corporate performance.

Join this webcast to hear from a panel of finance executives on several topics, including:

  • How they’re leveraging technology to drive efficiency in budgeting and planning
  • Emerging trends and best practices in streamlining the annual budget process
  • How they’ve implemented dynamic planning approaches such as rolling forecasts and driver-based planning

About the Speakers

Anju Nagpal, Senior Director, Functional Finance and Control, Biogen
 

Finance professional with over 20 years of experience across financial planning, accounting, financial reporting and strategy business analysis in the life sciences and high-tech industries. Currently works at Biogen as Senior Director, Functional Finance and Control.  Held financial management positions of increasing responsibility that involve broad-based responsibilities to provide critical support and leadership to various aspects of the business.  Possesses strong skills in finance, business processes and related systems to drive an efficient and effective finance function. Proven track record of implementing planning, accounting and analysis tools to aid business growth, decision making and achievement of financial commitments.  Operates as a credible business partner who influences decision making to build and retain shareholder value. 
 

Simon Edwards, Chief Financial Officer, ServiceMax
 
Simon Edwards is the Chief Financial Officer of ServiceMax. In this position, Simon overseers the company’s accounting and finance operations teams and serves as a strategic advisor the CEO and management team.
 
Simon has over a decade of experience in global positions across GE and joined ServiceMax following its acquisition by Silver Lake. Prior to ServiceMax, Simon served as acting CFO at GE Digital where he rose through a series of roles of increasing responsibility including finance integration, technology finance and global FP&A. Before joining GE Digital, Simon was the Executive Audit Manager for GE’s global operations and has experience working across 6 continents in a number of technology-intensive industries including aviation, oil & gas and power generation.
 
Simon earned a Bachelors in Science from the University of the West of England.

About the Moderator

Jess Bozzo, Content Manager, Argyle Executive Forum

Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.
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Attend this webcast and earn FREE Continuing Professional Education (CPE) Credit
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Please note that only those who attend the live Webcast will have the opportunity to earn continuing professional education (CPE) credit in connection with this Webcast. Because there is no charge to register for this Webcast, there are no refunds following registration for this Webcast.

Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

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