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ARTICLE - Making Excel Work for FP&A
ARTICLE: Are You an Operational or Strategic CFO? A 6-Point Checklist
Free cpe webinars
Rethinking FP&A for Better, Smarter Decision Making

RETHINKING FP&A FOR BETTER, SMARTER DECISION MAKING

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 3, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

When Tacala, the largest Taco Bell franchise owner in North America, began looking for new FP&A software, they quickly realized that the user experience had to be top priority. With nearly 300 retail locations and a full finance team involved in the budget cycle, ease of use was paramount in the company’s transition away from standalone spreadsheets.

Sign up to see how Tacala’s focus on UX paid off, cutting the company’s budget cycle by 67% and leading to rapid, widespread adoption - with no process disruption. Discover how companies like Tacala are demanding better usability from their FP&A software and seeing better business performance as a result.

Learning Objectives:


  • Learn tips and tricks for optimizing the user experience of your FP&A

  • Discover best practices for streamlining budget tasks to benefit all stakeholders

  • Learn how FP&A user adoption affects process efficiency, employee satisfaction, even company-wide performance

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew Von Eschen

VENA Solutions
Solutions Engineer

(416) 207-1770 Ext. 236

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Andrew Von Eschen is a Solutions Engineer with Vena Solutions. Before working with Vena, Andrew worked with eCapital Advisors and Boom Lab. He received his Bachelors in Economics from the University of Minnesota.

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Carrie Self

Tacala, LLC
Manager of FP&A

(205) 443-9600

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Carrie Self is the manager of FP&A at Tacala Companies. She formerly worked as a senior auditor for Ernst & Young. She received her Master's in Accounting from North Carolina State University.

About Our Sponsor

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.