You are Invited
to
The CFO and Controller's
Roundtable

REMINDER:
This Friday - June 28, 2019
@ Plante Moran Office
8:00 to 9:30 am
June 28, 2019
REMINDER to Join Us for:
Budgeting & Forecasting In the 21 st Century
Presented By
Joe Adams & Sean McBride
Changes in technology are creating new perspectives, opportunities, barriers and efficiencies in the corporate budgeting and forecasting process.
Today we will review those changes and help your organization understand and proactively plan for the impact and consideration of these innovations.

We will answer the following questions in our discussion:
  • Why does our planning process take so long, consume so many corporate resources, and we don’t seem to get an equal or greater value out of it?
  • How do we take advantage of all the data we have to actually make more accurate plans and better decisions?
  • Transformation: Will the FP&A team continue to own the business planning process? Will annual budgets be a thing of the past? How will budgeting technology impact incentive compensation?
  • Is there actually a current business case for me to consider moving beyond Excel for my budgeting process?
  • What do I need to be doing now to prepare for the future?
Stay Connected to Aclivity!
 Special Location:

Plante Moran
8181 E. Tufts Avenue, Suite 600 ,
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!
Angela Roberts
CPA, Chair CFO Roundtable
Aclivity  
Professional Recruiting & Staffing
Our Featured Speakers:
Joe Adams
As the audit leader of our Rocky Mountain region, my expertise includes SEC reporting, revenue recognition, distribution, financial reporting standards, capital formation, and strategic business structuring. I specialize in several industries, including energy, construction, hospitality, mining, and
transportation. I’ve been fortunate to work with a diverse base of clients, both
publicly and privately held.

My role has always been more than an auditor. I enjoy being a trusted business advisor who clients can reach out to informally and see as a true collaborator. I’ve built deep relationships with many clients, and they know they can call on me anytime. I also believe that clients appreciate honesty and transparency. I’m not afraid to give my opinion on any question or matter.
It’s hard to believe, but I’ve been with the firm for over 30 years. It’s been an
honor to lead our team and see several of my mentees become partners.
Plante Moran
8181 E. Tufts Ave., Suite 600
Joe Adams
Partner
Plante Moran
8181 E. Tufts Ave., Suite 600
Phone: 303-846-3311
Joe Adams
Partner
Plante Moran
8181 E. Tufts Ave., Suite 600
Phone: 303-796-3311
Sean McBride
As a leader in the technology practice of our Rocky Mountain region and head of our business analytics practice firmwide, I specialize in business technology advisory consulting, business analytics, including budgeting and forecasting software solutions, and managed IT services. I help business owners improve financial performance and increase value through leading effective change where people, process, and technology intersect.
I have more than 20 years of experience in creating, growing, and providing professional services to meet multiple needs of CEOs, CFOs, and CIOs. Much of my work has been with high-growth clients in the manufacturing, distribution, construction, and not-for-profit industries. I’m passionate about building innovative, successful teams composed of passionate, competent, and servant- minded consultants to help serve the unmet needs of entrepreneurial, growing businesses.
Clients often refer to me as an “interpreter,” and I consider that a compliment because I believe that technology shouldn’t be a mystery to any decision-maker being asked to make such investments. I’m also very passionate about creating talented teams with multiple perspectives and experiences to develop transformative business solutions and to effectively guide our clients through change. With these thoughts in mind, I created our firm’s annual Rocky Mountain tech summit to educate our clients on evolving technology trends that impact their businesses, and to provide practical perspectives that they can incorporate immediately to see increased alignment of technology strategy with business strategy and improved returns on technology investments.
I’m a member of the AICPA and the Colorado Society of CPAs, and I’m proud to be a board member for Little Help, a local nonprofit that connects neighbors with seniors, empowering them to thrive independently in their everyday lives. I received my B.S. in accounting from the University of Notre Dame.
CFO and Controllers Roundtable for 2019!
 
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
Friday, June 28th at 8:00 am