24 Feb.

Reporting simplified through automation and strategic thinking

Controllership Perspectives

Thursday, 02:00 p.m.  ET | 1 hr
Credits offered: CPE Event language: English

Participants will hear examples of simplified data and process drivers as well as automation tools designed to further optimize a modernized reporting structure.

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Key takeaways

Host: Beth Kaplan, managing director, Deloitte & Touche LLP

1 Overview CPE credit | Specialized knowledge

As reporting requirements continue to transform in line with organizational changes, many companies may struggle to keep up and sustain efficiency in their current processes. How can organizations simplify their reporting to modernize their data and processes? We’ll discuss:

  • Why organizations should simplify and rationalize both internal and external reporting before introducing automation tools
  • Areas of reporting that may no longer provide value to organizations
  • How to introduce technology to automate data and the reporting process 

Meet the host

Beth F. Kaplan

Beth F. Kaplan

Managing Director | Deloitte &Touche LLP

Beth is the managing director for the Center for ControllershipTM. A Deloitte Risk & Financial Advisory managing director at Deloitte & Touche LLP, she has more than 35 years of experience both as an auditor, CFO/Controller, and as a financial operations consultant. Beth specializes in helping the Controllership function improve overall finance processes, reduce cost of delivery and/or reduce risk. She has served some of the largest global and national organizations as they transform their controllership function due to mergers, accounting changes and/or system transformation. Beth has published several times in the areas of improvement of the financial close and reporting process, role of controllership and designing an effective control design for Sarbanes-Oxley.

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Thursday, 24 Feb 2022 02:00 p.m. ET
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