Thank you for your interest in attending this Lunch & Learn

During this informal lunch we will discuss tips and tricks to use when evaluating financial planning solutions, as well as, common pit falls to avoid when deploying these applications.


Topics include:

  • What to look for when evaluating Planning & Reporting tools
  • Common costly deployment pitfalls
  • How to create scenario models for what-if analysis
  • How to use Excel to create web based reports and charts
  • Creating audit trails for accountability and accuracy
  • Understanding and creating financial metrics such as, labor costs, actual vs. plan variances and average unit cost

Join your peers for this informal lunch, and learn from experienced finance experts that have deployed hundreds of planning and reporting applications in diverse enterprise environments.

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Erik Duffield
Sr. Partner - Finance Performance Practices
Erik Duffield is the Sr. Partner of the Finance Performance Practice at JCB Partners. Mr. Duffield specializes in Strategic Planning, Organizational Analytics and Corporate Finance. His experience ranges from working with leading Retail and Consumer Products organizations driving and managing change in strategic planning and execution. He specializes in developing organizational metrics to drive financial performance through a more effective, analytical understanding of the business.

Brian Glad
Director - Finance Solutions Delivery
Brian Glad manages the delivery of the finance solutions at JCB Partners. Brians experience includes Corporate Finance, Planning and Accounting. He has been a Sr. Project Manager leading the deployment of Financial Planning solutions at companies such as Neiman Marcus, Burlington Northern, Hertz, Community Hospital Corporation and many more. Brian's experience ranges from working with IBM TM1 - SAP, Oracle and Information Builders. His project leadership has been invaluable in helping clients streamline finance processes and deploying the latest planning and reporting solutions.

Alia Barbouche
 Sr. Finance & Performance Management Consultant
Miss Barbouche focuses on the changing role of finance, and improving finance processes - transforming the organization into a "value added" function. Focusing on the traditional core finance processes, Miss Barbouche delivers experience in areas where improvements can be made in transactional processing, budgeting/forecasting, and reporting. Along with these, she also provides in-depth knowledge on the topic of analytics, and how organizations can gain a competitive advantage through benchmarking. Her industry experience includes Financial Services, Retail, Manufacturing, Supply Chain, Consumer Packaged Goods, Healthcare, Pharmaceutical, Insurance, and Government.

// EVENT DETAILS

TYPE: Lunch & Learn

TIME: 12:00 pm - 1:00 pm

DATE: Chicago, IL Oct 19 / Schaumburg, IL Oct 20 / Rosemont, IL Oct 21 / Denver, CO Oct 27


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Lunch Dates & Locations: