Name: CFO’s Ultimate KPI Checklist
Start: 2023-02-14T10:00:00Z
End: 2023-02-14T10:55:27.000Z
Location: BrightTALK
Rating: 4.6

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.

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

If you’re startup is looking to scale, there are a number of tools you will need in place which are paramount.

In partnership with Station F (business incubator for startups), join our session to hear from an early stage startup and a mature startup on how they have used different tools to their advance and how usage may have changed throughout their journeys. We'll talk about different tools with a focus on ERP, customer support tools, and acquisition ones.

Speakers:
- Arnaud Pigueller, Cofounder & CEO at SnapCall
- Sophie Gambet, Cofounder at Creative Underwear for Men
- Marwan Elfitesse, Head of Startup Programs at STATION F
- Richard Cutler, SuiteSuccess Lead EMEA at Oracle NetSuite

The essential tools for startups looking to scale

Oracle NetSuite webinar: All About NetSuite ERP. Increase visibility, improve control, and enhance agility.

To achieve lasting success, a business must be able to adapt to changing conditions, spot new opportunities, and deliver top-notch products and service that keeps customers coming back. Relying on entry-level software and manual processes to support your business only makes success harder to achieve.

Watch this product demonstration webinar and see how NetSuite ERP can help you:
- Simplify your business by managing accounting, inventory, operations and more in a single system.
- Gain visibility to financial, operational and transactional data from across the organization.
- Automate manual processes to save time and free up resources.
- Adjust quickly to changing customer preferences, competitive threats or other requirements.

All About NetSuite ERP

Lead with analytics and business intelligence

The role of the CFO has transformed from that of a historical record keeper to a forward-looking strategist. While historical financial metrics will always be important to management and investors, new data science tools and methodologies can and should be applied to business data to extract greater value.

Watch this interview with Deep Finance: Corporate Finance in the Information Age author, Glenn Hopper, as we discuss how to:

Expand your role as CFO through business intelligence and analytics.
Identify trends and better analyse and collect data to make stronger financial decisions.
Become a “new age CFO” who can make better financial decisions and identify where your company is moving.

Speakers: Glenn Hopper, CFO, Sandline Global | Ranga Bodla, VP, Field Engagement & Marketing, Oracle NetSuite

From Startup to Scaleup: What CFOs Need to Know About Technology

Oracle NetSuite webinar in partnership with CIMA (Chartered Institute of Management Accountants): Cloud, automation and AI shaping the future of finance. How to become future-ready.

There has been a quantum leap in tech adoption among businesses. The popularity of new technologies will only accelerate - results from our NetSuite survey of 500 CFOs and other financial leaders, with 90% of them stating they will use automation, AI and fintech by 2024. With purse strings tightened, and CEOs and owners in many industries asking their leadership teams to address spending priorities, what technology should you adopt to ensure you can become future-ready?
Join this webinar as our expert explores how finance departments can organise for the future, using technology to enhance efficiency, flexibility and scalability to support quick and accurate decision making to drive profitability.  

Discussion topics include: 
• Assess your companies present, and future business applications needs. 
• Adopt and build in technology to improve efficiency, data collection and decision-making.
• How technology can support in providing meaningful, real-time insights.

Cloud, automation and AI shaping the future of finance

Oracle NetSuite virtual event: Keys to a Faster Financial Close. Automate Close Processes and Simplify Financial Reporting.

Hunting down data from other departments, making sure all transactions are recorded, finding and fixing errors… it’s no wonder finance teams dread the close process. It doesn’t need to be this way. Technology eases and accelerates the financial close by automating manual tasks, minimizing reliance on spreadsheets, and improving the flow of information across the business. The result: Decision-makers have the insights they need, when they need them.

Watch this webinar and see how NetSuite helps:
- Track deadline progress in real-time.
- Automate close processes.
- Reduce manual data entry.
- Simplify financial reporting.

CFOs: Keys to a Faster Financial Close

Oracle NetSuite webinar: Simplified Multinational, Multi-Entity Financial Consolidation.

Synchronize Data, Consolidate Results and Close Faster.

Operating domestic or international subsidiaries, business units and other legal entities can make producing timely, accurate financial reports a real challenge. Combining data from multiple systems using different currencies and accounting rules is time consuming and a potential source of errors.

View this product demonstration and learn how NetSuite simplifies financial consolidation:
- Synchronize subsidiary-level data with headquarters accounts in real time.
- Avoid errors by eliminating manual currency conversion.
- Easily comply with international accounting rules.
- Accelerate financial reporting and close the books faster.

Simplified Multinational, Multi-Entity Financial Consolidation

Oracle NetSuite Virtual Event: Eliminate the Pain of Intercompany Accounting. Save time, improve visibility, and reduce errors.

Keeping track of intercompany cross charges, account balances, and settlements can be a real chore for many businesses, especially if your accounting systems don't work well together. And if not done right, it can impact financial statements and create compliance issues.

See how NetSuite ERP can help you:
- Minimize risk by improving intercompany accounting accuracy and consistency.
- Easily identify and settle intercompany balances with automated payables/receivables netting.
- Automatically post, match and reconcile pre-approved cross charges.
- Accelerate the close process and consolidate financial statements faster and with fewer headaches.

CFO: Eliminate the Pain of Intercompany Accounting

Oracle NetSuite webinar: How Lack of Financial Visibility Affects Decision Making. Financial Reporting & Analytics Tools for Better-Informed Decisions.

Timely, accurate financial data is a must have for effective decision making. Unfortunately, many accounting systems make it difficult to take advantage of this data. Inflexible reports, limited analytics, and reliance on spreadsheets result in poor financial visibility and suboptimal decisions.

Watch this product demonstration webinar and see how NetSuite’s reporting and analytics capabilities:
- Improve decision making by putting essential tools and information in front of each user.
- Enable team members to identify opportunities, monitor performance, and improve results.
- Provide flexibility to tailor reports and metrics for different audiences and user preferences.
- Enhance security by controlling access to sensitive financial data.

How Lack of Financial Visibility Affects Decision Making

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

Oracle NetSuite webinar - Beyond KPIs: CFOs Tell the Story of Profitability.

How to Convey Your Data Insights.

As CFOs are increasingly embraced as strategic leaders, the many hats worn by them continue to expand. The newest development? The CFO’s role as Chief Data Storyteller. With increasing pressure to uncover trends and KPIs, CFOs need to convey the meaning of their data with storytelling prowess.

Watch this virtual event with professional storyteller Kevin Galloway as he reveals how to acquire this sought-after skill. Kevin is a professional actor, educator, and presenter and will share his top advice for advancing your storytelling ability, including a conversation with the CFO of Premier Claims on how improved communication has driven success at their organization.

We discuss how to:
- Become a key storyteller in your organization through purposeful and compelling data.
- Convey impactful insights to key stakeholders across departments and teams.
- Sell your ideas effectively and lead efficiently through a challenging economy.

Beyond KPIs: CFOs Tell the Story of Profitability

Running a business – it’s tough even during the best of times. But paired with an economic slowdown, even the smallest challenges become more difficult as new obstacles arise.

However, leveraging these periods for deep introspection into your business can pay dividends in the long term. On this werbinar recorded in January 2023, our founder and EVP Evan Goldberg joins host Kendall Dee Fisher to share his own experiences weathering previous economic slowdowns (like the Dot Com crash and the 2008 financial crisis) and explain why NOW is a timely opportunity for businesses.

5 Ways to Manage Through an Economic Slowdown, According to NetSuite’s Founder

Oracle NetSuite webinar: How CFOs Survive Toxic Bosses.

Secrets to a successful CFO/CEO relationship.

Toxic work environments are all too pervasive in the corporate world. These situations can often be traced to leadership, in particular the CEO. Because CFOs have close working relationships with their CEOs, finance leaders often find themselves as the people most impacted by these ruthless leaders.

View this webinar with CFOLC’s Jack McCullough where he discusses how to foster a positive relationship, including:

- Ways to capitalize on your first 90 days in the CFO role.
- How to spot red flags that warn your dream job could turn into a nightmare.
- Why “transparency” needs to be your watchword for board, employees, and CEO relationship success.

How CFOs Survive Toxic Bosses

Oracle NetSuite webinar: Choose Continuous Planning and Forecasting in 2023

Reforecast quickly in response to market fluctuations

It’s a new year, say goodbye to your outdated forecasting process and hello to more accurate rolling forecasts. Do you have the right tools to build a continuous planning process to keep up with amidst volatile markets and economic uncertainty?

View this product demo to learn how NetSuite Planning and Budgeting can:
- Improve the accuracy of financial forecasts and reports.
- Shorten reforecast cycles and free up time to focus on strategic and value-added initiatives.
- Create multiple what-if scenarios to understand the impact of any change quickly.
- Save time by quickly generating Ad-hoc reports with Smart View for Microsoft Office.

Choose Continuous Planning and Forecasting in 2023

Oracle NetSuite webinar - The CFO's Case for Accounting Automation.

Preserve Cash Flow and Prep for the Future.

With ongoing inflation and talk of potential recession, finance leaders are preparing for whatever comes next—but that doesn’t mean neglecting your business needs. As the focus shifts from top-line growth to bottom line stability, automation can make or break your operations, and the benefits can really pay off—dramatically speeding accounts receivable and accounts payable, reducing overhead, and minimizing the risk of errors.

Our panelists share their perspectives on the current economic climate and the benefits of automation, including:
- Increasing visibility to enable better cash flow management.
- Reducing the time to close books.
- Preventing staff burnout by enabling them to work smarter, not harder.
- Minimizing resources needed to manage AR/AP.

The CFO's Case for Accounting Automation

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

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

KPIs

Checklist

Reporting

Finance reporting

Oracle

NetSuite

Dashboards

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CFO’s Ultimate KPI Checklist

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