5 Phases of Finance Transformation - And How You Can Leverage a Maturity Model

Thur., June 15, 2017 | 11:00 am PT / 2:00 pm ET

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Many finance organizations have embarked on their own journey to streamline their financial planning, consolidation or reporting processes to enable finance to have more time for value-added analysis and strategic work.

But along the way, questions such as, are we doing the right things? What should we focus on next? How do we compare against the industry? Typically come up.

Based on market research and hundreds of implementations, join Host Analytics as we answer these questions via an EPM Maturity Model.  It will help you benchmark your organization's current capabilities, lay a clear path to success and make the case for change internally.

Attendees will learn:

  • The five stages of the EPM Maturity Model
  • How companies can use the model to improve their planning, reporting or consolidation processes
  • Real examples of the value companies are gaining from EPM

About our Speakers:

André Lafayette
Vice President, Product Marketing, Host Analytics
Before moving into marketing, Andre worked in corporate accounting and finance at fast growing Silicon Valley startups and large public and multinational companies. André used and implemented a wide range of accounting and financial systems during his time in accounting and has a broad experience set, from managing payroll and receivables to closing the books and generating final board reporting. His passion for technology and its use to streamline business processes have led him to high tech companies like Intuit and Host Analytics who are focused on improving the planning, close, tax and reporting processes for finance and accounting professionals.

Holly Simpson
VP of Solution Consulting, Host Analytics
Holly Simpson has more than 20 years experience around using, implementing and selling EPM systems. Holly started her career in public accounting and then spent time in the industry as a controller. At Host Analytics, Holly leads a team of Solution Consultants who help companies understand their requirements around planning, reporting, close and modeling. Holly has a bachelor's degree from Alma College (Michigan) and is an inactive CPA.