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Ask, Share, Learn Within the Largest Community of Corporate Finance Professionals Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

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Page 1: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Board Reporting: Efficiency, Automation &

Getting Beyond the Numbers

Page 2: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

• 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

Page 3: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

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

Page 4: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

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

Page 5: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

James M. Perry, MBA

Financial Manager

iCIMS

[email protected]

www.icims.com

Speaker

Page 6: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

Janette Kosior

Director, Product Marketing

Host Analytics

[email protected]

www.hostanalytics.com

Speaker

Page 7: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

Agenda

• Board Reporting Pressures

• Cloud and EPM Transforming the Enterprise

• iCIMS Use Case Study

Page 8: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

Board Reporting

1. Report on the numbers

2. Provide analysis

Goal is to IMPROVE company PERFORMANCE

Page 9: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

Clock is Ticking Data is Everywhere

Multiple People Involved No Room for Error

Board Reporting Pressures

Page 10: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

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

Page 11: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

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

Page 12: Board Reporting: Efficiency, Automation & Getting Beyond the Numbers

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