Key takeaways
Host: Beth Kaplan, managing director, Deloitte & Touche LLP
Presenters: Brian Capone, VP, Controller & Chief Accounting Officer
Brad Schulte, partner, Deloitte & Touche LLP
Putri Sukardi, managing director, Deloitte & Touche LLP
Max Resnick, Finance Transformation Director, Verizon
1.0 Overview CPE credit | Business Management & Organization
Today’s finance function should harness the capabilities of emerging technologies to keep up with evolving business models, operate efficiently, and better serve business partners. To realize maximum value from implementation of transformational technologies, business leaders should play a more hands-on role throughout the process. We’ll discuss:
- The value behind a successful business integration approach
- Leading practices and key focus areas of a “business-driven” transformation
- Differentiating talent skill sets and capabilities for the function
Meet the presenters
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.
Putri Sukardi
Putri Sukardi is a leader in the Accounting & Reporting transformation space focusing on integration between people, process, and technology. She specializes in Finance and Accounting Transformation enabled by technology solutions, specifically in the Consumer Products industry. She has over 15 years of experience specializing in cost & profitability management, finance and accounting transformation, and risk and internal controls. Putri has led, managed and executed multiple complex projects involving finance and accounting process optimizations, finance system implementations and enhancements, and inventory and cost modelling. Putri also has extensive experiences with SAP (S/4HANA), Oracle and JD Edwards ERP systems.
Brad Schulte
Brad is a partner in Deloitte & Touche LLP’s Controllership practice, bringing more than 17 years of experience serving clients in the Life Sciences sector. He specializes in technology-enabled finance and accounting transformation, with extensive experience in end-to-end Record-to-Report business process design, including various financial close transformation and acceleration initiatives. Brad has led various ERP system integrations and upgrades across the finance function of multiple biopharma organizations, helping them to merge business process expertise and innovative technology capabilities to drive meaningful transformations.
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