Strategic Planning, Budgeting and Rolling Forecasts – The Changing Role of Finance Teams
How can finance teams strategically guide their organisations with dynamically connected and forward-looking plans to manage value and growth?
Finance departments have seen significant change in recent times with various macro-economic disruptions, innovation in finance technology and increased demand for their expertise throughout the business.
As organisations continuously look to improve their products and services, branch out to new markets and to scale, finance departments are under increasing pressure to move beyond managing books to becoming strategic partners to the business.
Join us for this exclusive lunch event to explore the role of finance in the areas of strategic planning, budgeting and rolling forecasting, and how to do it in a smarter and more forward looking way. Specifically, learn how modern finance teams are embracing technology and adjusting their processes to meet the demands of their business stakeholders.
Date: 16th April 2024, Tuesday
Time: 12 – 2pm. Lunch will be provided.
Venue: Park Royal Pickering Hotel
3 Upper Pickering Street, Singapore 058289
Main topics of focus:
- The role of finance in strategic performance management and corporate strategy
- Connecting budgets to strategy
- Let’s roll with it – achieving rolling forecasts
- Key considerations for embracing a modern FP&A solution
- Open forum, Q&A
This event is now FULL. To register your interest for future events, please fill in the form.
Speakers
David Huynh CA – Director at QMetrix
David leverages both accounting (CA) and IT skills to help organisations manage Corporate Performance Management solutions. He has extensive experience across broad aspects of Budgeting and Planning, Business intelligence and Data Management. As Director at QMetrix, David leads the CPM team and brings cross industry insights and strategic thinking to improve business processes and drive efficiencies for clients.
Daphne Looi – Regional Sales Director, Asia at Workday
Daphne is an award-winning sales leader with over 15 years of experience in direct sales and channel partner business development in Singapore. She has built and managed multiple sales teams, and worked with startups and large enterprises. Daphne's experience has been in the financial management software industry where she worked with MNCs and software brands like Oracle, Sage, Intuit and MYOB. She has specialised in SaaS solutions for the past 6 years.
Jerome Foo – Enterprise Account, Adaptive Planning ASEAN at Workday
Jerome’s experience in relationship building, stakeholder management and business development spans over a decade. He is an effective communicator who seeks to build win-win strategies with partners and clients. In more recent years, Jerome has worked with organisations to achieve greater success through software including Oracle and Workday. At Workday, he enables finance teams to think, plan and act strategically.
Seating for this event is limited. Please secure your place by filling in the form.
We look forward to hosting you!
Workday Adaptive Planning is a market leading cloud technology that has over 6,500 customers globally. It provides budgeting, forecasting, reporting and data visualisation services to help organisations improve their performance. It has been recognised as a 2023 Gartner’s Customer’s Choice for Planning Software.
QMetrix has been partnering with finance teams to deliver FP&A solutions for over a decade. They have worked with organisations across industries including not-for-profit, professional business services, and FMCG. QMetrix are a Platinum Solution Provider and Preferred Validated solution implementation partner of Workday Adaptive Planning.