Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Board Reporting: Efficiency, Automation &

Getting Beyond the Numbers

• Improve the efficiency of your company’s Board book

production processes

• Identify opportunities to leverage technology to improve

the quality of your company’s Board books such as data

integrity, distribution, collaboration in production, and the

timeliness of information included

• Upgrade the strategic value of the information contained

within your company’s Board books

After attending this event you will be able to:

Learning Objectives

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professionals.

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Welcome to Proformative

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Board Reporting: Efficiency, Automation &

Getting Beyond the NumbersJanette Kosior, Director of Product Marketing, Host Analytics

James M. Perry, Finance Manager, iCIMS

James M. Perry, MBA

Financial Manager

iCIMS

James.Perry@icims.com

www.icims.com

Speaker

Janette Kosior

Director, Product Marketing

Host Analytics

jkosior@hostanalytics.com

www.hostanalytics.com

Speaker

Agenda

• Board Reporting Pressures

• Cloud and EPM Transforming the Enterprise

• iCIMS Use Case Study

Board Reporting

1. Report on the numbers

2. Provide analysis

Goal is to IMPROVE company PERFORMANCE

Clock is Ticking Data is Everywhere

Multiple People Involved No Room for Error

Board Reporting Pressures

Name Title Compensation Growth

John Doe CFO 300,000$ 10,000$

Jane Doe Analyst 80,000$ 2,000$

End The Perils Of Emailing & Embedding Spreadsheets

Source: Proformative survey. October 23, 2013. N= 103 finance professionals

QUESTION:

“What technology do you

think has the most security

risk?” Spreadsheets

79%

Cloud

Finance Acknowledges Spreadsheet Risks

Thank you for your interest in this presentation.

View the on-demand webinar or download the full

presentation at:

www.Proformative.com

Board Reporting: Efficiency, Automation &

Getting Beyond the Numbers