TCOSCPA 02/24/21 CPE Online - The Value of FP&A in Today’s Dynamic Business World

 

February 24, 2021
12:00 PM - 1:00 PM
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Webinar


Directions

  • Presenter: Jason Lin, CFO, Centage Corporation

  • Topic: The Value of FP&A in Today’s Dynamic Business World

  • Registration Deadline: 02/22/21 at 5:00pm

  • Program Description: Finance teams have had to adapt and transform their budgeting and planning process due to so many unknown factors that their businesses faced in 2020 and continue to face as they plan for 2021 and beyond. Given today’s dynamic business world, there is a critical need for deeper real-time insights into financial health, business forecasting and future performance. This need has brought the value of modern FP&A to the forefront with its ability to provide automation, integration, visibility, consolidations/collaboration and business agility – all of which ultimately giving Finance teams the ability to provide strategic recommendations to the executive team, propose action plans backed up by solid data and insights, and accurately report on progress and results.

  • Format: Online Live Group

  • CPE Credit: 1 hour

  • Field of Study: Finance - Technical

  • Program Knowledge Level: Basic

  • Prerequisites: None

  • Learning Objectives:

      • Transformation in the Office of Finance and the role of FP&A
      • The value of FP&A in today’s dynamic business world and beyond
          • The need for deeper real-time insights into financial health, business forecasting and future performance
          • Strategies to implement and why – rolling budgets, what-if scenarios, KPIs, reporting, collaboration, etc.
      • Impact of modern technologies on FP&A
          • What is a cloud-based FP&A solution?
          • What are the benefits - automation, integration, consolidations, more time spent on analysis, etc.
          • Recommendations on what to look for in an FP&A solution

 

  • Speaker Bio: 
    Jason Lin, Chief Financial Officer at Centage
    Jason Lin serves as CFO for Centage Corporation. With nearly two decades of SaaS, FP&A and financial leadership experience, he manages operational efficiency and growth for Centage’s Planning Maestro, the cloud-native planning & analytics platform that delivers year-round financial intelligence. With Planning Maestro, Centage offers the sophisticated features needed by small and mid-market organizations to integrate budgeting, forecasting, and deep data analysis within one easy-to-use, scalable SaaS solution.

     
    Jason Lin, CFO, Centage
     Here at Centage, we believe in the idea of ‘front-office-finance’, which simply means understanding that CFOs, controllers, FP&A experts and others are critical to the success of any business. That’s why we’ve created a platform that gives finance teams the tools they need to confidently provide strategic recommendations to the executive team, propose action plans backed up by solid data and insights, and accurately report on progress and results. In short, we help our finance ‘Maestros’ make a measurable contribution to the success of their business.

  • Refund Policy: Full refund by original method of payment if cancellation received by 4pm on the Friday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].

Tickets

$20.00 TCOSCPA Member

$20.00 OKC Chapter Member

$0.00 Student Member Ticket

$25.00 Non-Member Ticket