Name: [Ep.4] Finance Leaders Series: How to Automate Your Planning and Budgeting
Start: 2021-08-19T09:00:00Z
End: 2021-08-19T09:00:26.000Z
Location: BrightTALK
Rating: 0

For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides an integrated system that includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 24,000 customers in 203 countries and dependent territories.

Oracle NetSuite webinar: Building an ERP business case.

As an ERP standardises, unifies, and automates critical business processes like selling and order management, billing and collection, inventory management, supply chain management, financial management, and more, implementing it is both an exciting and serious undertaking that takes time and resources to accomplish effectively.

More organisations considering an ERP implementation must therefore build an ERP business case that goes beyond outlining pain points and into the overarching benefits of an ERP. The business case is a board-level document that details the financial justification and formally outlines the costs, benefits, and organisational impacts of such an implementation, along with the opportunities, risks, and implications on the strategic direction of the business.

If your company is not yet enjoying the benefits of a modern ERP, the first step is to build a business case that clearly illustrates the benefits, costs, opportunities, and risks of launching an implementation project.

View our webinar where we will dive deep into the topic of building an ERP business case, providing you with expert guidance and practical strategies to ensure that your business case is clear and effective.

This webinar will cover:
- How to identify and analyse current issues.
- Asses the benefits of an ERP.
- How to evaluate your ERP options.
- Demonstrating the ROI.
- Identify the implementation risks.

Unlock the True Value of an ERP System

Oracle NetSuite webinar: Automate Account Reconciliations and Transaction Matching.

The month-end close is a critical process for accounting teams. Relying on spreadsheets to reconcile and match balance sheet accounts can lead to errors, delays, and inefficiencies that hinder your organization's financial agility and make the process harder than it needs to be.

Watch this Product Demo to learn how NetSuite Account Reconciliation accesses NetSuite general ledger data to:
- Centralize all reconciliations, including bank reconciliations, credit card matching, intercompany transactions, account receivables and payables, and invoice-to-PO matching.
- Automate account reconciliations and transaction matching, saving valuable time and effort.
- Provide real-time visibility into reconciled transactions and discrepancies.
- Enhance collaboration among accounting, finance and operational stakeholders.

Improve Your Account Reconciliation Process and Close Faster

Oracle NetSuite webinar: CFOs Turn Allyship into Action.
Can allyship drive innovation for finance teams? As CFOs take on a greater role in fostering collaboration, growing strategic relationships, and harnessing new technology, having—but also being—an ally is becoming crucial to success. For female finance leaders, allyship is a powerful tool in creating an inclusive culture across the organization—where differing people, policies, and ideas can thrive.

Join us for a conversation with finance leaders as they share their insights into championing allyship to help advance more women into corporate leadership positions and ultimately lead to better results.

Our panelist will delve into:
- The role of allyship and inclusion in finance decision-making processes.
- Strategies for CFOs and financial leaders to actively champion diversity initiatives.
- Preparing for the next generation of CFOs through expanding skills and focusing on strategy.
- The value of mentorship and sponsorship for continued career growth.

Women Who Mean Business | CFOs Turn Allyship into Action

Oracle NetSuite webinar: Building the Right Implementation Team. Unlock the full potential of your ERP project.

Organisations choose to implement an ERP system for many reasons; including to increase productivity, create a better experience for customers, and reduce costs. An ERP system can eliminate many spreadsheet-based processes because it provides a unified set of business process tools and a single database with information from across the business that everyone uses.

But because an ERP system affects so many aspects of the business, the implementation of the software can be a large and lengthy project. It’s common for an implementation to take a few months, and it often takes large businesses even longer to go live. Mistakes in planning or implementation, such as poorly defined goals or requirements, can cause further delays.

Watch this webinar where we will dive deeper into the topic of ERP implementation, providing you with expert guidance and practical strategies to ensure a smooth and successful transition. Our speakers will discuss:
- Choosing a clear project methodology for your ERP implementation.
- Building the right implementation team: Why is it so important?
- Key roles and responsibilities.
- How a successful implementation project is key to unlocking the value of your system early.

Building the Right Implementation Team

Oracle NetSuite virtual event: Top traits CEOs want in a finance partner.

We talked to top chief executives about what they look for in an effective finance partner: these days, the ideal candidate must have more than just the expert level accounting skills to “count the beans.” Meeting the strategic needs of the organization, as well as CEO, means this influential partner must have a comprehensive understanding of the business and its industry, employ strategic resource planning, and maintain visibility to be successful.

Join us for this webinar with Tom Kelly, Oracle NetSuite's Director of Product Management, as he covers the top skills CEOs say they want from their financial partners and how CFOs can deliver. We’ll discuss:
- What it means to be a strategic partner to the organization.
- Top technical skills CFOs are honing to accelerate their career.
- How CFOs can improve communication, proactiveness, flexibility, and more.

What CEOs Want in a CFO

In partnership with ACCA, we explore strategies to boost profitability without increased spending. And how becoming more efficient increases output, which is a driver for strengthening business resilience and ultimately, the bottom line.
In this session we share insights from leading experts on how to foster a culture that continuously seeks efficiency gains, setting smart KPIs and automating manual tasks.

Efficiency = more possibilities – CFOs and finance leaders are likely spending more time these days figuring out how to make the most of the team and technology resources they have available. They’re not alone. Purse strings have tightened, and CEOs and owners in many industries have asked their leadership teams for strategies to boost profitability without increased spending.

Discussion topics include: 
• Establishing a finance team culture that continuously seeks efficiency gains
• Developing ‘what-if’ scenarios and forecasting 
• Tracking the metrics that reflect real-time data.

Build resilience. Prepare ‘what ifs?’. Adapt in unpredictable times

Top accounting software features to support business growth.

Like many growing businesses, you probably noticed that your accounting software is having a hard time supporting your financial goals and objectives. Manually coordinating accounting processes like posting transactions, making journal entries, and managing receivables and payables can be complicated and prone to error.

Watch this product demonstration webinar and learn how NetSuite Accounting Software can help you:
- Automate time-consuming manual processes such as AR, AP, journal entries, and period close.
- Centralize all financial data for easier access and more accurate, timely reports.
- Simplify your general ledger with a flexible chart of accounts, custom segments, and multidimensional analytics.
- Reduce risk with embedded approvals, audit trails, and other controls.

Unlock the Power of a Complete Accounting Solution

Data supports that firms with female CFOs produce superior stock price performance compared to the market average. But despite this, women are still largely underrepresented in the field, even with recent gains. More than ever, female CFOs are advocating and sharing their unique stories—helping to drive diversity in their organizations and assisting other women with getting a seat at the table.

We bring together a panel of female finance leaders to discuss:
– How to tell your story 
– Sharing your unique background and skills, whether you’re interviewing, sharing data with your team, or advocating strategy to your board.
– Why it’s important to have women in financial leadership roles to help bolster corporate growth, returns, and market valuations.
–  Why women are uniquely positioned to excel as the CFO role expands beyond the traditional finance background.
– How to find mentors and role models, as well as become an ally for other women.

Women Who Mean Business: The Changing Story of the CFO

Streamline Your Chart of Accounts.

The chart of accounts is the foundation of your financial and accounting data. A rigid account structure and mile-long naming conventions make it difficult to compare locations, departments, and products.

The result? More manual tasks on your to do list and less data for decision-making.

Join this product demonstration webinar and learn how to:
- Improve operational tracking with tailored reporting segments.
- Optimize financial visibility with multidimensional data and reports.
- Reduce complexity with a simplified chart of accounts.
- Save time by minimizing the risk of accounting errors.

Optimize Financial Visibility and Reporting

The CFO’s AI Breakdown: Growing AI expectations for CFOs.

Though the full ramifications of artificial intelligence—both good and bad—are still unclear, its promise is enticing. Tools like ChatGPT have caught the attention of the masses; but other instances of AI and, more often, machine learning have undoubtably made businesses more productive.

In particular, CFOs and finance professionals are gearing up for yet more change to their already evolving role. As strategic leaders, they are uniquely positioned to determine what the impact of AI will be on their organization.

Join this session as we discuss how AI can impact the finance function and how to harness it for your team’s benefit, including:
- Understanding the difference between machine learning and true artificial intelligence.
- How AI and ML technology is being embedded in business applications.
- Why CFOs and controllers are adopting AI with cautious optimism.

The CFO’s AI Breakdown

Gain Deeper Insights Using NetSuite Analytics Warehouse

Outmanoeuvring the competition requires timely, business insights you can trust. That’s why data visualizations of business performance trends are so essential to quickly identify where to focus and how to capitalize for growth.

View this product demonstration webinar to learn about NetSuite Analytics Warehouse and how it can help you make better decisions for your services-based business.

Optimize revenue management with the new subscription-centric product management module to:

Build analyses combining NetSuite and non-NetSuite data for deeper insights.
Identify and grow your ideal customer base.
Forecast and plan core customer and market expansions for increased margins and business growth.
Track, control and predict expenses for tighter, more profitable financial management.

Find Your Key Revenue Drivers Using Analytics

Whether speaking to the board or solidifying a seat at the table, women aren’t always given the opportunity to make their voices heard. Particularly in finance roles it can be difficult to earn the trust and credibility that their counterparts are often afforded. Yet as the role of the CFO continues to change—now encompassing everything from data analysis to crisis management—women are uniquely positioned to bring companies much needed gender diversity that can have a significant impact on an organization’s performance and sustainability.

Watch our webinar, where we’ll discuss the importance of female finance leaders honing in on and developing their authentic voice by:
- Extending their influence beyond the finance team.
- Driving focus on strategic growth initiatives.
- Improving efficiency with automation.
- Preparing for regulatory changes.
- Communicating with impact.

Women Who Mean Business: Strengthen Your Voice as CFO

Share and collaborate to put insights into action.
Aligning strategy with execution comes about by understanding the reasons behind your financial figures. This is possible with the slicing and dicing capabilities of multidimensional data reporting, for details into the operational drivers creating success or slowing the business down.

View this product demonstration webinar to learn how NetSuite’s multidimensional reporting capabilities can:
- Define and apply dimensions to account data.
- Drill-down and analyze financial and operational data across multiple dimensions, like subsidiary, customer, or product.
- Surface and report on impactful insights into operational performance, your customers and suppliers.

Multidimensional Financial Reporting

Develop meaningful, trusted KPIs and reports.

Narrowing down the right KPIs for your business is more critical than ever, whether you’ve been newly tasked with creating KPIs for your company, improving existing ones, or looking for guidance on how to implement a measurement system.

View this webinar as Bernie Smith, author of KPI Checklists, shares highlights of his step-by-step guide. We discuss how to:
- Ensure strategic objectives are clear for fully functional dashboards and reports.
- Engage stakeholders, including developing a communication plan when sharing data.
- Develop your short and longlist measures, including defining KPIs, utilizing reports and dashboards, and implementing processes to gather information

CFO’s Ultimate KPI Checklist

La nube juega un papel cada vez más importante en la estrategia comercial. En 2022, el mercado español creció un 22% respecto al año anterior. Pero, ¿cómo puede un ERP en la nube conseguir que las empresas sigan siendo resilientes, alcancen sus objetivos comerciales y maximicen las oportunidades que se avecinan?
Descubrir cómo las empresas españolas pueden mantenerse ágiles a la hora de adaptarse en tiempos impredecibles y, a través de casos de uso, veremos cuáles son las oportunidades y los beneficios de pasar a una verdadera plataforma ERP en la nube.

Cloud ERP: ¿Cómo capturar el verdadero valor del cambio?

How data-driven CFOs focus on metrics that matter.

Are smart finance leaders monitoring the metrics that are most relevant in their current business landscape—or relying on outdated ones?
As metrics shift, data-driven CFOs are working to identify which matter the most to their business and drive performance.

In this session we discuss reevaluating metrics and choosing those that truly matter, including topics like:
- Why it’s important to frequently review and update your metrics.
- How to identify the metrics you should track to measure business performance, as well as using the resulting numbers to set strategy.
- What top-performing businesses in various industries are doing to address and incorporate their evolving metrics.

Smart CFOs’ Make or Break Metrics

Priorities changed quickly for companies in 2021, but have those changes led to more permanent approaches to business? Yes and no.

According to our latest survey of 148 respondents from across a variety of industries, many executives are refocusing on business fundamentals in the year ahead—with the wind of optimism at their backs.

As we explore these findings and other leading strategies, you will learn in this webinar:

- Top priorities for marketing in support of new customer acquisition.
- Spending rebounds in technology, talent and capital expenditures.
- Continued focus on ecommerce and digital marketing efforts.
- Remaining concerns around supply chain stability.

Speakers:
- Jason Balk, Chief Financial Officer, Adtegrity
- Sue Vestri, Chief Financial Officer, Greenphire
- Eileen Tobias, Chief Financial Officer, Komodo Health
- Megan O'Brien, Business and Finance Editor, Oracle NetSuite
- Ramon Ray, Entrepreneur and Small Business Expert, Moderator

The Future of Business: Gearing for Growth

Collecting good, timely data with careful analysis is critical to thriving in business today. But collecting data and using it wisely is a complicated skill in itself. With so much data available, how do finance leaders decide which metrics matter most? Learn how CFOs and Finance leaders select metrics and the ones they care about most.

Speaker:
Thomas Sutter Centre of Excellence, Finance & Global Solutions Oracle NetSuite

Mind Your KPIs - How Companies Monitor Key Metrics

The Finance Leaders Series are NetSuite's top-rated and most popular webinars around Finance.

In this last episode, we look at how to efficiently streamline your planning and budgeting.

If you’re still using spreadsheets for budgeting, it’s probably NOT because you think these are the best tools for the job, but rather because it was the best solution at the time or you hadn’t had the chance to consider an alternative. Using manual processes and spreadsheets as a budgeting tool is error-prone and creates challenges for organizations.

In this webinar you will learn how to:
- Gain greater control and visibility over your budgets.
- Reduce your budgeting cycle times.
- Streamline and automate data collection.
- Increase collaboration with business stakeholders.

**For the rest of the episodes of this series, check the attachments section where you will find the link to each episode.**

[Ep.4] Finance Leaders Series: How to Automate Your Planning and Budgeting

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[Ep.4] Finance Leaders Series: How to Automate Your Planning and Budgeting

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