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Financial Consolidation and Reporting: Getting the Roles Right

FINANCIAL CONSOLIDATION AND REPORTING: GETTING THE ROLES RIGHT

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 23, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Is modernizing your financial consolidation and reporting on your agenda? Do you want to automate a manual process with multiple currencies, ERPs, and countless spreadsheets? What about streamlining statutory or management reporting on timely, trusted actuals? That's only part of what global visual communications provider Kinly did in their modernization success story.

A key factor behind it was working with a software vendor and an expert advisor on consolidation and reporting. In this session, you'll learn the roles played throughout the customer journey to make the project a success.

Learning Objectives:


  • Identify the value of involving a solution provider in any modernization project or major software purchase

  • List how to find expert advisors and vendors who can work together effectively and deliver on your needs and expectations

  • Recall essential roles for you as a customer to do your part effectively

  • Define proven guidance for vendors and solution providers to manage the customer relationship

  • Determine essential roles required at major milestones, from defining business needs to implementation and customer success

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Fluence technologies

Corey works closely with Fluence’s partners, enabling them to deliver the best sales and implementation experience to customers across the globe. With a background in finance, he’s experienced firsthand the long days and lost weekends Fluence’s customers used to struggle with. He’s proud to have been a part of several forward-thinking product launches in his career, many of which are still serving clients over a decade later. Corey has worked in various capacities in corporate performance management (CPM) for over 25 years, building relationships with hundreds of customers and delivering on over 300 software implementations. If you pass by his home at Christmas or Halloween, it’s the one that elicits ‘oohs’ and ‘aahs’ from all the kids in the neighbourhood.

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Damien Wiegman

cpmview
Managing Partner & CPM Advisor
dwiegman@cpmview.com
+31 (0)6 4337 7160

Cpmview logo

Damien is one of the co-founders of cpmview. He has an entrepreneurial spirit and is always on the hunt to deliver the best solutions and services to our clients. Besides managing the business on a daily basis, Damien’s main responsibilities are Sales and Business Development. With over 15 years of experience in consulting services and corporate performance management, Damien is an excellent business partner to guide customers in their journey to be a best-in-class finance organization.

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Nando Pengel

Kinly
Group Financial Controller
npengel@kinly.com
31 20 5800 900

Kinly logo

Nando is currently acting as Group Controller at Kinly, a visual collaboration specialist headquarter in Amsterdam (The Netherlands), with operations in Netherlands, Norway, UK and US. In that capacity Nando is responsible for group reporting (managerial and statutory) both at a stand-alone and consolidated level, tax, treasury and risk management. Previously he held a VP Finance role at Prologis, a logistic real-estate developer and Tommy Hilfiger overseeing in various roles internal and external reporting, FP&A and statutory/tax compliance. He started off his career at PwC as a manager where he was in audit for 5 years and 3 years in transaction services. Nando holds a Master’s in Economics from the University of Groningen and a Master’s from the University of North Florida.

About Our Presenter

Fluence technologies
Our leadership team brings 2 centuries of combined experience from companies like IBM, Outlooksoft, Clarity Systems, SAP, Longview, Vena Solutions, and Delbridge Solutions.

For too long, financial consolidation tools have been designed to support the world’s largest organizations. These tools are hard to use, costly to implement and maintain.

Fluence Technologies is in the market with a solution that is purpose-built to be easily owned and maintained by finance, all while providing the power and functionality of the most robust solutions.