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 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.
Court Watson
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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