board reporting: efficiency, automation & getting beyond the numbers
TRANSCRIPT
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Board Reporting: Efficiency, Automation &
Getting Beyond the Numbers
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• Improve the efficiency of your company’s Board book
production processes
• Identify opportunities to leverage technology to improve
the quality of your company’s Board books such as data
integrity, distribution, collaboration in production, and the
timeliness of information included
• Upgrade the strategic value of the information contained
within your company’s Board books
After attending this event you will be able to:
Learning Objectives
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Proformative is the leading educational resource for corporate finance
professionals.
Announcing the new Proformative Academy:
• On demand video courses taught by peers and SMEs
• Over 150 finance and accounting courses and growing rapidly
• CPE for CPAs, CMAs, CTPs, and CIAs
Check it out at www.ProformativeAcademy.com
Welcome to Proformative
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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Board Reporting: Efficiency, Automation &
Getting Beyond the NumbersJanette Kosior, Director of Product Marketing, Host Analytics
James M. Perry, Finance Manager, iCIMS
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James M. Perry, MBA
Financial Manager
iCIMS
www.icims.com
Speaker
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Janette Kosior
Director, Product Marketing
Host Analytics
www.hostanalytics.com
Speaker
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Agenda
• Board Reporting Pressures
• Cloud and EPM Transforming the Enterprise
• iCIMS Use Case Study
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Board Reporting
1. Report on the numbers
2. Provide analysis
Goal is to IMPROVE company PERFORMANCE
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Clock is Ticking Data is Everywhere
Multiple People Involved No Room for Error
Board Reporting Pressures
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Name Title Compensation Growth
John Doe CFO 300,000$ 10,000$
Jane Doe Analyst 80,000$ 2,000$
End The Perils Of Emailing & Embedding Spreadsheets
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Source: Proformative survey. October 23, 2013. N= 103 finance professionals
QUESTION:
“What technology do you
think has the most security
risk?” Spreadsheets
79%
Cloud
Finance Acknowledges Spreadsheet Risks
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Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com
Board Reporting: Efficiency, Automation &
Getting Beyond the Numbers