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Webcast Summary

For many finance teams, spreadsheets still serve as the default tools for generating reports, but they are proving to be insufficient for supporting the level of analysis senior executives expect.

Among the top challenges finance teams continue to face is connecting traditional financial metrics with nonfinancial performance indicators that are within their companies' control, such as feedback from customers or turnover among employees. An even more daunting challenge for finance teams is planning for a variety of possible scenarios that are beyond their companies' control, such as evaluating the potential effects of weather or regulatory changes on financial results.

During this Webcast, we will reveal how CFOs can enable their companies to broaden their perspectives on performance, including:

  • What finance leaders need to know about the difference between reporting and business intelligence,
  • How finance leaders can achieve alignment with other areas of their organizations on financial and nonfinancial metrics,
  • How to apply visualization to demonstrate the effects of overarching trends on a company's key performance indicators, as well as how these indicators influence one another, and
  • Best practices for expanding the role of the finance team from reporting on the past to contributing analysis that informs future decisions throughout an entire organization.

About the Speakers

Dan Berman, Senior Vice President, Sales and Marketing, Strategy CompanionDan Berman

Dan Berman is Senior Vice President of Sales and Marketing with Strategy Companion Corporation. Before he joined Strategy Companion, he was President of the Data & Analytics business unit of LPS, now known as Black Knight, where he transformed the business unit into a leader in the real estate and mortgage data analytics industry. He began his career in data analytics with First American CoreLogic, the predecessor of CoreLogic, where he rose through the ranks to become Senior Vice President of the company's Mortgage Analytics business.

Eric Halverson, Director, Customer Implementation and Experience, Strategy CompanionEric Halverson

Eric Halverson, MCSE, MCE, MCT, is the Director of Customer Implementation and Experience with Strategy Companion Corporation. Formerly with MicroStrategy, Eric has more than 20 years of experience working in the software industry, where he has specialized in business intelligence, database applications, and technical training.

About the Moderator

Joe FleischerJoe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum

In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing virtual events on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.

Attend this webcast and earn FREE Continuing Professional Education (CPE) Credit
Webcast Inquiries: For inquiries as well as complaints concerning this webcast, you are welcome to send an email message to
Please note that only those who attend the live Webcast will have the opportunity to earn continuing professional education (CPE) credit in connection with this Webcast. Because there is no charge to register for this Webcast, there are no refunds following registration for this Webcast.

Fields of Study: Management Services
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

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