Sponsored by Vena
TIME: 2:00 PM ET

Webcast Summary

To achieve a holistic understanding of their companies' current performance and outlook for the future, finance leaders have come to recognize that they need to connect financial and operational metrics. By applying advances in business intelligence and automating key finance processes, finance leaders not only improve their ability to link financial and operational goals; they also improve their effectiveness in formulating strategic plans that build upon their companies' goals.

During this Webcast, we will discuss:

  • What CFOs should know about the most recent developments in business intelligence and finance process automation,
  • How finance leaders can collaborate with other areas of their businesses to correlate key nonfinancial performance indicators with financial metrics, and
  • How CFOs can use business intelligence and automate finance processes to develop comprehensive strategic plans that bring together financial and operational objectives.

About the Panelists

Rafaael Crumbley, Director, The Hackett Group

Rafaael Crumbley is a Director with The Hackett Group's Enterprise Performance Management (EPM) Practice. With more than 15 years of consulting and industry experience, he has successfully led clients in a variety of industries through efforts involving EPM, finance transformation, mergers and acquisitions, divestitures, and business analytics.
Stephen Elliott, Director, The Hackett Group

Stephen Elliott is a Director with The Hackett Group's EPM, ERP, and Analytics practice who works with finance organizations to optimize performance.
Philip Peck, Vice President, Advisory Services and Finance Transformation Practice, Peloton Consulting Group
Philip has more than 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment efforts; digitally-enabled business process transformation; and optimizing technology investments to enable superior performance. Prior to joining Peloton, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader in the Planning and Performance Management Group for Answerthink Consulting. Before entering consulting, Philip worked in various business planning, finance, strategy, and sales operations capacities for Chicago-area companies, including Océ-USA, Ameritech, Apollo Travel Services, and RR Donnelley & Sons.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Group
In his role as finance channel editorial director with Argyle Group, Joe Fleischer focuses on developing webinars about topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
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Attend this webinar and earn FREE Continuing Professional Education (CPE) Credit
Webinar Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

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

To be eligible to earn one CPE credit, you must answer at least three polling questions while attending the program for a minimum of 50 minutes. 

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