Sep
9
4:00 PM16:00

CAANZ - Simplifying Financial Performance Management Systems

  • Chartered Accountants Australia and New Zealand (map)
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The planning, budgeting, forecasting, closing, management reporting, and financial disclosure processes are often carried out using multiple systems and spreadsheets with some degree of manual intervention, making it difficult to provide the right information to the right people at the right time to best support decision making and compliance.

This presentation will provide attendees with a framework for conducting a self-assessment of the financial performance management processes within their own organisation and provide the critical success factors and practical guidelines for designing and implementing effective IT solutions. 

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Jun
25
6:30 PM18:30

CIMA - Simplifying Financial Performance Management

The planning, budgeting, forecasting, management reporting and analysis processes are often carried out using multiple systems and spreadsheets with some degree of manual intervention, making it difficult to provide the right information to the right people at the right time to best support decision making.

This event will provide CIMA members with a framework for conducting a self-assessment of the financial performance management processes within their own organisation and provide the critical success factors and practical guidelines for designing and implementing effective solutions

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Jun
17
12:30 PM12:30

Opinion Leaders Lunch - The Last Mile of Finance

Stephen Lynn, the Group Financial Controller of Mirvac, will be our special guest to lead the discussion.  Mirvac is often cited as being a leader in corporate disclosure.  Continually striving for excellence in the financial close to disclose process, Stephen was one of the early adopters of using a new breed of financial performance management technology to automate this otherwise time consuming and risk prone manual activity.

“With Tagetik, we were able to automate the last mile of finance. Processes that previously took days could be completed in hours. By automating our disclosures to the ASX, we were able to move resources in our group finance team from repetitive scaling, rounding and balancing tasks to value-added financial analysis.”

Stephen Lynn
Group Financial Controller at Mirvac Group

Stephen has very kindly agreed to share his thoughts on this subject over lunch and we would be delighted to hear your thoughts too.  The lunch will take place at 12.30pm on Tuesday 17th June 2014 at EST private dining room, Est Restaurant, Level 1, 252 George St, Sydney.  It will be a small group of guests, mainly consisting of Financial Controllers and CFOs.  The Last Mile of Finance is a hot topic at present and we are anticipating a good lively discussion.  If you are able to join us, please RSVP to Geoff Noble at the CFO Group via email to geoff@cfogrp.com so that we can secure your place at the table.

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May
18
to May 20

FSAA National Conference

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Unified Financial Performance Management in the Financial Services Sector

Agenda

  • What we mean by Financial Performance Management

  • Financial Performance Management needs in Financial Services

  • Financial Performance Management systems and the pitfalls

  • A unified approach to Financial Performance Management

  • Benefits of a unified approach

  • Some case studies

  • Possible next steps and Q&A

Presenter

Geoff Noble is a Director at the CFO Group, a boutique consultancy specialising in financial performance management solutions.

For more than 35 years, Geoff has worked with large and complex organisations to help transform their financial performance management processes to deliver the right information to the right people at the right time. He has a passion for unifying planning, budgeting, forecasting, closing, consolidation, management reporting, financial reporting and financial disclosure.

Geoff holds a degree in Computer Science from the University of London. 

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May
12
12:30 PM12:30

Opinion Leaders Lunch - Getting the Budgeting Process Right

"Getting the Budgeting Process Right". This lunch will be hosted by PwC and Tagetik.


Daniel Bruce, Finance Transformation Director at PwC will be chairing this lunch and Scott McDougall, Chief Financial Officer of the Onsite Rental Group, will be a special guest. Scott has recently implemented Tagetik's software to support the budgeting process, turning it into a true value-adding and efficient activity. Scott has seen first-hand what a difference the right system, delivering the right information to the right people, can make.

“We see the successful implementation of budgeting and forecasting in Tagetik as the first step on a journey to have the very best solution possible for our complete financial performance management needs, including bringing in best-practice rolling forecasts and financial reporting. The previous budgeting system was difficult to change and did not have the level of user acceptance we consider to be key to success. Tagetik’s familiar Excel interface with a robust financial engine behind it proved to be ideal for our needs.”  - Scott McDougall, Chief Financial Officer, Onsite Rental Group


Scott has very kindly agreed to share his thoughts on this subject over lunch. The lunch will take place at 12:30pm on Monday 12th May 2014 at PwC, 201 Sussex Street, Sydney. It will be a small group of 12 participants. Our guests will be mainly consist of CFOs and senior finance executives Taming the budgeting process is a hot topic at present and we are anticipating a good lively discussion.

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