27 Jul.

Lessons from the road: Wins and roadblocks on the transformation journey

Controllership Perspectives

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

Participants will examine real-world examples from an executive panel’s new methodologies that leverage considerations from accelerators driving successful transformations.

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Key takeaways

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

Presenters: Uttara Chokhawala, accounting senior director, Dell Technologies. 
                       Whit Parker, solution manager, Chevron.
                       Doris Taylor, director, enterprise ledger, Johnson & Johnson. 

                       Carrie Lieberman, senior manager, Deloitte & Touche LLP
                       Court Watson, partner, Deloitte & Touche LLP                      

1.0 Overview CPE credit | Specialized Knowledge

Finance functions are undergoing digital transformations, including fundamental changes to their finance data, reporting, and processes, to better serve their business partners. It can be a difficult transformation journey, but what lessons have organizations learned along the way? We’ll discuss:

  • The challenges facing global companies in making strides in changing their finance data model
  • Lessons and insights from organizations that have overcome digital transformation roadblocks to successful implementations
  • Where global companies are seeing a return on investment as a result of changing their finance data model and new expectations moving forward

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.

Court Watson

Court Watson

Partner, Risk & Financial Advisory, Controllership

Court is a partner in Deloitte Risk and Financial Advisory’s Digital Controllership practice, with more than 14 years of public accounting experience and 18 years of experience working with the CFOs, CAOs, and Controllers to identify, mitigate, and solve problems related to controllership operations and risk management. He currently helps companies strategically think through business processes and leverage technology to better manage growth and change. Court also helps companies work through the adoption of the new revenue recognition and lease accounting standards, helping them understand and apply technical accounting and forecast and model financial impacts, and design and implement future state solutions. With Court's technical accounting expertise and experience working with finance data models and purpose-built technologies, he assists clients in forecasting impacts from regulatory changes and new business models.

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Thursday, 27 Jul 2023 02:00 p.m. ET
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