Key takeaways
Host: Beth Kaplan, managing director, Deloitte & Touche LLP
Presenters: Charles Carrington, partner, Deloitte & Touche LLP
Temano Shurland, principal, Deloitte & Touche LLP
Loreal Jiles, vp of research & thought leadership, IMA
1 Overview CPE credit | Specialized Knowledge
Accounting professionals are empowered to deliver expanded analytic insights to the businesses as their role evolves in an environment of rapid transformation. With the controllership of the future becoming a present-day reality, how can controllers and accounting professionals mature into the new role and meet future demands? We’ll discuss:
- The current and future state maturity of the Controllership function as it relates to technology enablement, data and analytics, governance and compliance, and delivery models
- How controllers may address gaps and hurdles to meet future demand and realize a controllership in the green
Meet the speakers
Beth F. Kaplan
Beth is the founder and chief adviser for the Center for ControllershipTM and managing director for Finance Transformation and Controllership Services at Deloitte & Touche LLP. She has more than 35 years of experience in roles as an auditor, CFO/controller, and financial operations consultant, and specializes in helping the Controllership function improve overall finance processes, reduce cost of delivery, and reduce risk. She has served some of the largest global and national organizations as they transform their controllership function driven by mergers, accounting changes, and system transformations. Beth has been published several times with insights into financial close and reporting process improvements, effective control design, the role of the controller, and technology transformation for the future of controllership.
Charles Carrington
Charles is a Deloitte Risk & Financial Advisory partner in Deloitte & Touche LLP’s Controllership practice. He has more than 25 years of experience adding value to organizations on a broad range of topics including: Design and implementation of financial operating models Operational response to changes in accounting standards Improving the effectiveness of the finance function Financial close improvement Cost and profitability management Digitizing financial controllership Robotic process automation (RPA) Information quality and consistency Internal controls and corporate governance Through his experience living and working on three continents, he knows what it means to be truly global. Harnessing the cultural and intellectual benefits of knowledge-based economies, he has consistently captured the power of intellect and innovation to deliver client value and quality.
Temano Shurland
Temano Shurland is a Life Sciences and Health Care principal within Deloitte and is the US Health care Finance Transformation leader. He serves Deloitte’s largest and most complex clients within the health care (large hospital systems and health plans/insurers) and life sciences (pharmaceutical, medical devices, etc.) industry. Shurland has more than 20 years of progressive finance transformation lifecycle experience (strategy, design culminating with implementation) providing thought leadership and strategic advice to chief financial officers, chief accounting officers, and their finance and controllership functions. He has advised clients across a broad range of operational issues within the accounting and finance space focusing on helping them find and provide value that effectively positions the finance function to better serve their key stakeholders through the process, technology,and/or organization and talent transformation.
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