RETHINKING FP&A FOR BETTER, SMARTER DECISION MAKING

DATE: FRIDAY, MAY 31, 2019
TIME: 2:00 PM ET
DURATION: 1 HOUR
Sponsored by Vena

Webcast Summary

When Tacala, the largest Taco Bell franchise owner in North America, began looking for new FP&A software, they quickly realized that the user experience had to be top priority. With nearly 300 retail locations and a full finance team involved in the budget cycle, ease of use was paramount in the company’s transition away from standalone spreadsheets.

Join this webinar to see how Tacala’s focus on UX paid off, cutting the company’s budget cycle by 67% and leading to rapid, widespread adoption - with no process disruption. Discover how companies like Tacala are demanding better usability from their FP&A software and seeing better business performance as a result.

During this webinar, we’ll cover:

  • Tips and tricks for optimizing the user experience of your FP&A
  • Best practices for streamlining budget tasks to benefit all stakeholders
  • How FP&A user adoption affects process efficiency, employee satisfaction, and company-wide performance

About the Speakers

Carrie Self, FP&A Manager, Tacala Companies

Carrie Self is the Manager of FP&A at Tacala, the largest Taco Bell franchise owned in North America. With Vena, Carrie was able to centralize Tacala's budgeting process which had inputs from 277 different retail locations. Thanks to her initiative, Tacala has now cut their budgeting cycle from 4-6 weeks to 14 calendar days. Throughout her career, Carrie has held several different roles in financial reporting, accounting, and auditing
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Andrew Von Eschen, Solutions Engineer, Vena

Andrew began his career as an implementations consultant in the CPM space, quickly understanding various business processes across a wide range of industries. After leading multiple successful engagements, he transitioned into a solutions engineering role helping customers understand the art of utilizing new technology.

 

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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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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