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 Speaker

Eric Gill, Principal Consultant, Sage Intacct

Eric Gill has 19+ years of experience advising C-level finance executives on best practice approaches to transform, modernize, and solve critical pains within business processes with software solutions. He has a deep understanding of the role and application of software and a unique ability to solve key business issues with optimized, added value solutions. Eric possess sales, consulting, business development, project management and technical training experience across a wide cross section of industries.

 

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

CFO Publishing is registered with the National Association of State Boards of Accounting (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 
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