Adaptive Insights - The Road to Active Planning
Date and Time
Thursday Oct 26, 2017
5:30 PM - 9:00 PM CDT
October 26, 2017 5:30pm - 9:00pm
Location
Sinema
2600 8th Ave South
Suite 102
Nashville, TN 37204
Fees/Admission
Complimentary
Website
http://www.adaptiveinsights.com/in-person-events/event-registration/64521?utm_source=KatieDoneghy&ut
Contact Information
Catherine (Katie) Doneghy
Adaptive Insights
Account Manager
kdoneghy@adaptiveinsights.com
O: 508-532-4965
C: 339-227-3279
Send Email
Description
You know that the quality and timeliness of financial analysis directly impacts your organization’s ability to make decisions and stay competitive. Learn how to transform your finance team from static to strategic, and jumpstart your journey to active planning today!
At our complimentary event for FP&A professionals, you’ll:
- Discover how to increase speed and agility of reporting, rolling forecasts and ad-hoc analysis
- Explore how to transition from annual static planning to active and ongoing planning
- Network and exchange best practices with peers over a delicious dinner
Agenda:
5:30pm – 6:00pm | Networking Reception
6:00pm – 6:30pm | Presentation
6:30pm – 7:15pm | Finance Transformation Panel
7:15pm – 9:00pm | Dinner
Featured Speakers:
Amy Kee, CPA, Financial Analyst, Digital Reasoning
Amy Kee joined Digital Reasoning, a leading cognitive computing company, as its Financial Analyst in 2015 to implement Adaptive and accelerate financial planning and decision-making. Amy has created a system by which she and the CFO can continually update forecasted projections, making it faster and easier to meet the needs of both managers and investors.
Craig Jantzi, VP International Finance, Sharecare, Inc.
Craig Jantzi has 25 years corporate finance background primarily in Treasury and FP&A roles in health care and call center companies with international operations in both public and private settings. Key areas of work included capital markets, credit facilities, debt compliance, cash management and consolidated corporate forecasting and budgeting based on metrics and key drivers.
Richard Prickett, VP Finance & Accounting, PhyMed Healthcare Group
Richard Prickett leads a department that performs the monthly close process, prepares analysis on financial results, manages the budget process, analyzes various anesthesia practices for potential M&A opportunities, processes and disburses accounts payable and payroll, and creates ad hoc financial modeling and reporting.