CFO and C
ontroller's Roundtable
8:00 to 9:30 at the Colorado Society of CPA's
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March 24, 2017
How Do You Transform Planning from Tactical to Strategic?
Brian Storrs and Paul Thompson, IntuitiveTEK
What's holding you back in your planning?
Proper planning is a key factor to business growth and continuous planning. Join Brian and Paul to learn how you can integrate continuous planning into your budgeting and financial planning. Get expert advice on these continuous planning concepts:
- Better Budgeting, Planning and Forecasting - Learn how storing planning data in one place lets you create, review and change your budgeting and planning data instantly. Instill a "review/analyze" mentality instead of a "copy/paste" approach.
- Better Financial Reporting - See why you need to stop your Excel "dependency" and start using enhanced reporting functionality like ad hoc and production reporting, and dashboarding. A fast, accurate view of your data is crucial to reporting.
- Better Planning and Simulation - Find out how to plan for your company's future, using a continuous and evolving planning process. See how you can use all of your data to plan for the future and make informed decisions.
- Better Financial Planning and Consolidation with the Cloud - Explore how the Cloud gets your BI and CPM applications seamlessly working while providing first-rate reliability, security, scalability and performance.
Brian will take these concepts and put them to the test. Using a real-life, what-if business scenario, he will plug a company into a planning solution, input variables happening in the market, and show the financial effect on the company's income from those variables. Don't miss this opportunity to explore how continuous planning is essential for your company's budgeting, forecasting, reporting, and ultimately, growth.
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7887 East Belleview Avenue
Suite 200
Englewood, CO 80111
Continental Breakfast
8:00 am - 8:30 am
Program
8:30 am - 9:30 am
Register online or contact:
Terry Cervi
303-741-8610
Reserve your space,
RSVP today!
Hosted by both:
Angela Roberts
CPA, Chair CFO Roundtable
Aclivity
Professional Recruiting
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Brian Storrs is the founder and president of IntuitiveTEK, an award-winning consulting business specializing in financial consolidation, budgeting, planning, forecasting, reporting and analysis. Intuitive TEK helps organizations improve their business operations and results through more use of
efficient
ERP systems and process optimization. It also provides process consulting to help organizations build a solid planning culture, methodology and result. Intuitive TEK is a strategic partner with Adaptive Insights, who provides a cloud CPM solution.
Brian started his professional career as an auditor with the national audit firm BKD and then as the controller of a communications firm division. Brian is skilled in ERP applications consulting. He has worked as a financial applications consultant at JD Edwards and its partner MSS Technologies.
In addition to Adaptive Insights' CPM application, Brian is well-versed in the SAP BusinessOne accounting system and Hyperion's Planning product.
With over 15 years of working with financial software applications, Brian knows how to match a client's needs to the right configuration in the application. His presentations are often described as "high energy."
Brian Storrs, CPA
President, IntuitiveTEK
165 S. Union Blvd, Suite 605
Lakewood, CO 80228
303-619-0762
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Negotiation Strategy
April 28th, 2017
Join us for a special One Hour Program with Joe Hernandez on a brief introduction into the world of business negotiations!
We provide workshops on negotiating skills for senior executives, business leaders, sales professionals, and buyers. This training provides insights into powerful tools, processes and strategies that provide understanding on how to control the negotiation process, how to be influential, how to be confident, and how to use negotiation psychology. Our focus on continual research means we cover the latest in the science of negotiation. We provide the most cutting edge tools for creating successful outcomes on a consistent basis.
Click here to sign up!
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CFO and Controllers Roundtable for 2017!
We meet in the Denver Tech Center, at the offices of the Colorado Society of CPAs. Following a continental breakfast, which allows time to network with other finance and accounting managers and executives, we move on to a roundtable presentation and discussion. Come and share knowledge on current trends, best practices, leadership, and experiences that will help us grow as a community!
"I appreciate you making this such a great forum for reaching out to your colleagues and sharing your experiences. If you have a topic you would like to cover, or need a connection to others facing challenges similar to yours, please contact me." - Angela Roberts
Please join us March 24th at 8:00 am!
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