A CFO's GUIDE TO AUTOMATING BUDGETS 

DATE: THURSDAY, MAY 2, 2019
TIME: 2:00 PM ET
DURATION: 1 HOUR
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Webcast Summary

Many finance teams are so accustomed to using spreadsheets to create budgets that they do not recognize the risks of doing so. The more companies depend on individual spreadsheets and individual employees to manage budgets, the less likely they are able to detect and mitigate issues arising from errors or even fraud.

But with the emergence of technological advances that enable companies to use tools other than spreadsheets, finance leaders are better equipped than ever to establish and maintain consistent and accurate approaches to budgeting.

During this Webcast, we will discuss:

  • Why finance teams often depend on spreadsheets to prepare budgets,
  • How to improve visibility into each stage of the budgeting process while enforcing separation of duties,
  • The primary risks finance teams face in the absence of workflows to maintain the integrity of data within budgets, and how to overcome these risks,
  • Why spreadsheets are insufficient, and what alternatives to spreadsheets are available, for complex processes such as consolidation, and
  • How CFOs can collaborate effectively with colleagues outside finance to automate budgeting.

About the Panelists

Miles Buntin, Director, EPM Transformation, The Hackett Group
 
Mr. Buntin is a Director with The Hackett Group's Enterprise Performance Management (EPM) Transformation practice. Throughout his more than 20 years of progressive experience in industry and consulting, he has successfully led numerous finance process assessments and EPM technology implementations.
Todd Mowry, Principal, The Keystone Group
 
In his role as a Principal with The Keystone Group, Todd Mowry has worked with clients on projects that include developing budgets and multi-year financial forecasts in a variety of contexts, such as strategic planning, evaluating acquisitions, and negotiating bank amendments and financial covenants. Todd began his career with Monsanto, where his responsibilities included leading teams in the development of a billion-dollar annual expense budget; analyzing and reporting financial results; and evaluating the financial impact of various strategic decisions.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum
 
In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
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Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

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