The CFO Playbook on Technology: Aligning Strategy and Execution with Enterprise Performance Management (EPM) Tools

How can your organization use enterprise performance management tools to better align strategy with execution?

How can enterprise performance management systems drive strategic improvements within your organization?

While cloud and data analytics technologies are seemingly ubiquitous, finance chiefs today still seem to find themselves chained to spreadsheets and legacy applications. Although these tools might have their place within the organization, new technology offers opportunities to better execute strategically. Enterprise performance management tools provide your firm with technology capabilities that go beyond dashboards. Rather, they can help senior finance executives to integrate their current managerial methods in one place. By implementing the right enterprise performance management tools, your company can better execute strategy, understand where you’re losing money, or move from an annual budget to a rolling forecast.

How can your organization use enterprise performance management tools to better align strategy with execution?

During this Webcast, a distinguished panel of experts will explore:

  • Why business intelligence and business analytics are each important to your business;
  • How Big Data and analytics can help your organization answer more questions and ask even better ones;
  • How to evaluate your organization’s needs to determine how performance management systems can help; and
  • The capabilities that performance management software offers organizations.

Jason Balogh

Jason Balogh, Principal, The Hackett Group 

Jason Balogh is a Principal with the EPM Transformation practice of The Hackett Group. He has worked extensively in the consumer packaged goods, industrial manufacturing and energy industry sectors. Formerly a Partner with Arthur Andersen, Jason has multiple experiences in supporting clients with business transformations, operational improvements and finance / back office improvements, with an emphasis on driving economic impact and effectively managing the change process.

David Owens

David W. Owens, Editorial Director, CFO Research

David W. Owens is editorial director at CFO Research. He researches and writes on a wide range of topics in corporate finance, including shareholder value, risk management, performance management, organization structure, information technology, and financial and corporate strategy.

David has more than 25 years of experience as a researcher, editor, and writer on business, financial, and management topics. He was a key member of the writing and content development team at Mercer Management Consulting (now known as Oliver Wyman) for 18 years and led the writing and editing department for 13 years.  He is a graduate of Haverford College. David is based in Boston.

Matthew J. Schwenderman

Matthew J. Schwenderman, Principal, Deloitte Consulting LLP

Matt is a Principal with Deloitte Consulting LLP, providing consulting services targeted at improving enterprise performance management and the value of information. He currently has national responsibility for Deloitte’s Performance Management Technology (PMT) practice and coordinates Deloitte's Finance Transformation technology services. His consulting experience in performance management includes finance and management reporting, financial consolidations, business intelligence, and scorecard and dashboard development. He has also served the office of the CFO in all areas of finance transformation, including finance function reengineering and organization design. 

Mary Beth Findlay

Mary Beth Findlay, Editorial Director, Product Development, CFO Publishing 

Mary Beth Findlay is editorial director of product development for CFO Publishing's custom-content division and oversees the development of editorial and custom content products, including eBooks and CFO Playbook Webcasts. Prior to joining the custom-content group, Mary Beth was associate director of research at CFO Research Services. She conducted research studies on a variety of finance topics, including banking and capital markets, business performance management, the use of financial and operating data, and professional development.

Before joining CFO, Mary Beth served as a research associate at Harvard Business School, writing case studies and background notes for second-year MBA courses. She is a graduate of Boston University School of Law, and she earned a bachelor's degree in communication from Boston College.

About the Speaker

Joe Fleischer

Webcast Producer with CFO Publishing


Joe Fleischer's LinkedIn page offers daily stories geared specifically for finance executives. Coverage includes original reporting on new accounting standards, recent capital-raisings, risk management, and professional career development. The site also features proprietary benchmarking tools and calculators, plus a full set of related directories, special reports, and buyer’s guides. In addition, provides complete online editions of CFO magazine.

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