5 Signs You've Outgrown Excel for Planning

Tues., September 26, 2017 | 11:00 am PT / 2:00 pm ET

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Planning season is just around the corner. From ensuring all your Excel budget templates, models and reports are ready, to speaking with respective business units about requirements and data gathering, it’s a time intensive and critical time of year for finance.

If you’re dreading the idea of planning for 2018, you’ve likely outgrown the cumbersome, error-prone results that planning with spreadsheets and emails provide. How do you know for sure this is the case?

Join us on September 26th @ 11am PT in this webinar, as we share with you 5 tell tale signs you’ve outgrown Excel this planning season and ways to help alleviate this dread.

In this webinar, you’ll learn

  • The 5 unmistakable signs you shouldn’t be using Excel for planning anymore
  • How Capitol Petroleum Realized it was time to get off Excel for planning
  • How you can still leverage your Excel skills with the guaranteed promised of security and data accuracy
  • How to empower line managers with timely, insightful reporting and analysis and drive accountability within business units

About our Speakers:

Brad MauvaisJanet Golla
Vice President, Planning and Analysis at Capitol Petroleum Group, LLC
Janet Gallo is a globally experienced finance professional in reporting, planning, analysis, and auditing. She is instrumental in leading financial system changes, from analysis and design, through training and implementation. Prior to joining Capitol Petroleum, Janet held a variety of roles in finance at Sodexo, Inc. and Marriott Food and Services Management. Janet holds both a BA and MBA from State University of New York at Buffalo.

André Lafayette
Vice President, Product Marketing, Host Analytics
Before moving into marketing, Andre worked in corporate accounting & 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.