United States

Transform your finance functions: 3 strategies to improve performance

Optimize your finance strategy through technology and process advances


Over the last decade, there have been many innovations in technology, organizational design concepts and process rationalization. These innovations have allowed organizations to become more effective and efficient. Unfortunately, finance traditionally has been slow to adopt these transformational changes.

During this three-part webcast series, we will cover various finance improvement topics to increase your efficiency. These range from lean finance to modern budgeting concepts and streamlined month-end close processes to help you take advantage of this evolution.

This webcast series will cover:

  • Optimizing organizational structures and aligning roles and responsibilities
  • Outsourcing options from payroll to finance and accounting
  • Implementing self-service finance functionality to better assist business users
  • Rationalizing your budget process and its effectiveness
  • Understanding how to develop a lean budget and forecasting process
  • Detailing best practices we have identified to plan, execute and enhance the financial close process

Establishing a lean finance organization
Thursday, July 31

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In order to optimize organizational structures, align roles and responsibilities, and streamline processes, close relationships are a must. Gain a better understanding of the variety of outsourcing options, available technology processes and how a self-service function could better assist business users.

Rethinking your budget
Thursday, August 14

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Understand why the traditional annual budget process is inefficient and ineffective within many organizations. Learn why organizations should evaluate the frequency of budgeting and forecasting processes, and how an efficient process removes the negative connotation associated with budgeting.

10 strategies to optimize your financial close process
Thursday, August 28

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The financial close process should no longer be viewed as a burden passed down from regulatory agencies or internal-executive management. However, it should be seen as a potential lever of success. Learn about best practices we have identified to plan, execute and enhance the process within your organization.

Event Information

Who should attend
C-level executives, vice president or director of finance


Thursday, July 31, 2014
Thursday, August 14, 2014
Thursday, August 28, 2014


CPE credit:
Approved for 1.0 credit hour for each webcast

More Information
Email: Katie O'Brien
Phone: 617.241.1406