Key takeaways
Host: Beth Kaplan, managing director, Deloitte & Touche LLP
Presenter: Alex Smith, partner, Deloitte & Touche LLP
1.0 Overview CPE credit | Business Management & Organization
Today’s finance and controllership function is evolving to serve the organization amid a changing landscape, different operating models, and multiple requirements necessary to drive a business forward. To realize maximum value for the future of controllership, what organization models may establish the best operating performance? We’ll discuss:
- Controllership capabilities for driving operating performance
- Why and how specific models work well in improving operating performance
- Which functions sit inside controllership and which sit outside
Meet the host
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.
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