30 Mar.

Taking the reins: Finance’s role in technology-enabled transformation

Controllership Perspectives

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

Participants will discover where finance business leaders can lean in to drive quality outcomes and enduring benefits from their technology-enabled transformations through real-world examples from a panel of invited guests
and specialists.

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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 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.

Putri Sukardi

Putri Sukardi

Managing Director | Risk and Financial Advisory

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 Schulte

Partner | Risk & Financial Advisory | Life Sciences | Deloitte & Touche LLP

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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Thursday, 30 Mar 2023 02:00 p.m. ET
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