Key takeaways
Host: Beth Kaplan, managing director, Deloitte & Touche LLP
Presenters:
Adam Howell, senior vice president-Finance & Accounting, The Duckhorn Portfolio, Inc.
Michael Schaller, vice president, Accounting and Corporate controller, ABC Supply Co. Inc.
Travis Behan, senior manager, Deloitte & Touche LLP
Mike Seng, partner, Deloitte & Touche LLP
1.0 Overview CPE credit | Finance
The finance function is evolving—shedding the traditional back-office role to become a forward-thinking strategic partner. While the transformation has multifaceted impacts, it also creates an opportunity to deliver more strategic organizational value. How can finance leverage this opportunity to be a better business partner? We'll discuss:
- How finance can generate insightful business intelligence to empower decision-making
- Why a proactive finance function can mitigate risks and guide the business through uncertainty
- A look into finance of the future—from AI and machine learning to predictive analytics and automation
Meet the speakers
Beth F. Kaplan
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.
Mike Seng
A Deloitte Risk & Financial Advisory partner, Mike is a CPA and Chartered Global Management Accountant with more than 15 years experience. He provides consulting and operational services to consumer and industrial companies, life sciences companies, and healthcare providers for Deloitte & Touche LLP. He has led several projects in designing cost allocation (also known as chargeback) models, budget and forecasting redesigns, profitability analysis, strategy development, and organization restructures.
Dbriefs resources
