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IMPROVING THE CLOSE PROCESS UTILIZING FINANCE GOVERNANCE TECHNOLOGIES
TODAY’S AGENDA
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8:00am – 8:30am Breakfast and Networking 8:30am – 8:45am Opening Commentary 8:45am – 9:15am UHY Introduction to FGT 9:15am – 9:45am Chrysler Experience 9:45am – 10:15am BlackLine Demo 10:15am – 10:30am Open Discussion
ATTENDEE CHECKLIST
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• CPE materials • Pick up at the registration desk • Sign in, complete/return evaluation form, pick up certificate
• Keep a look out for a post-event email • Download a copy of the PowerPoint presentation
IMPROVING THE CLOSE PROCESS UTILIZING FINANCE GOVERNANCE TECHNOLOGIES
Mark Bealin Managing Director UHY Advisors
ABOUT UHY ADVISORS
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Local Facts
• More than 40 years of experience
• Practice leaders with Big 4 experience and training
• More than 250 employees
• Offices in Farmington Hills and Sterling Heights
• Ranked 7th largest professional services firm in Metro Detroit by Crain's Detroit Business
National Facts
• 15 offices across the U.S.
• More than 1,000 employees
• Ranked one of the Top 25 professional services firms by Accounting Today
International Facts
• UHYI established in 1986 and based in London, UK
• Member firms in more than 250 cities in over 81 countries
• More than 6,800 member firm employees
• Ranked among the Top 25 largest international accounting and consultancy networks (by fee income)
UHY OVERVIEW
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• Management Consulting • Project Solutions Group • Enterprise Risk Advisory Services (ERAS) • Forensic Litigation & Valuation Services (FLVS) • Audit/Attest • Tax Services
MANAGEMENT CONSULTING
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• Enterprise Optimization
• Profit and performance improvement
• Business process re-engineering
• Shared services and outsourcing consulting
• Software selection
• ERP and financial systems
Comprehensive Strategies and Resources to Maximize Organizational Performance
PROJECT SOLUTIONS
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• Loaned staff using our Rapid Resourcing approach:
− Provide a qualified professional within 48 hours, for core skill sets, 85% of the time
• Project support
• Process outsourcing
• Focus on finance and accounting, internal audit and tax
• Provide accomplished professionals:
− Experienced
− Credentialed
− Combination of public accounting and industry experience
CONTACT INFORMATION
Mark Bealin, Managing Director
UHY Advisors, Inc.
586-843-2634
IMPROVING THE CLOSE PROCESS UTILIZING FINANCE GOVERNANCE TECHNOLOGIES
Frank Fenello Managing Director UHY Advisors
Click Here to view the Prezi interactive presentation
CONTACT INFORMATION
Frank Fenello, Managing Director
UHY Advisors, Inc.
678-602-4460
IMPROVING THE CLOSE PROCESS UTILIZING FINANCE GOVERNANCE TECHNOLOGIES
Laura Sereduck Solutions Consultant Manager BlackLine Systems Lee Mercer Sales Executive BlackLine Systems Amy Winters Partner Channel Manager BlackLine Systems
• REAL-TIME MONITORING AND REPORTING
• CONTROLLED PROCESS
• DATA INTEGRITY & INTEGRATION
GARTNER COOL VENDOR AWARD
• Makes the financial close happen faster and better • Very intuitive and easy-to-use • No hardware or software to buy, install or maintain • Automated import/export capabilities • Proactive alert notifications allow management to sleep
at night • Full support for multiple currencies, languages, general
ledgers • Highly scalable and allows users to be added as needed • Allows for remote access by internal and external
auditors • Clients come first • Only account reconciliation provider with
a SSAE 16 (formerly SAS 70) audit
ROI & CUTTING COSTS
• Auto-certification • Increased staff productivity • Reduced paper, printing, storage
overhead, auditor fees • Improved process management • Faster close
Return on investment is one of the most important indicators of value
MeadWestVaco Corporation
ROI: 495% Payback: 2 Months
Cox Communications
ROI: 227% Payback: 6 Months
Education Management Corporation
ROI: 138% Payback: 10 Months
INTERFACING WITH SAP
• BlackLine is an SAP® software solution partner, member of the SAP PartnerEdge™ program and a participant in the SAP EcoHub solution marketplace
• BlackLine is certified for integration with SAP business/ERP applications
• BlackLine’s SAP Connector automatically imports key SAP financial information into BlackLine
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DIFFERENCE WITH BLACKLINE
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DIFFERENCE WITH BLACKLINE
INNOVATION BlackLine was first to develop and market a solution to automate the entire financial close process and continues to lead the industry by innovating and incorporating best practices.
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DIFFERENCE WITH BLACKLINE
MODULE INTEGRATION BlackLine’s integrated application allows clients to leverage their data across all modules to best meet their specific needs.
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DIFFERENCE WITH BLACKLINE
IMPLEMENTATION Implementation is tailored to the client’s needs. BlackLine’s team is agile enough to accommodate aggressive implementation timeline requests.
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DIFFERENCE WITH BLACKLINE
BLACKLINE U (TRAINING) BlackLine’s complimentary web-based training platform allows clients to master BlackLine features and functionality through video tutorials and resources they can access from anywhere, anytime.
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DIFFERENCE WITH BLACKLINE
WHITEGLOVE SERVICE BlackLine Customer Success Managers - who have expert accounting and application knowledge - proactively engage with clients to optimize their use of BlackLine – at no charge.
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DIFFERENCE WITH BLACKLINE
SSAE 16 + ISAE 3402 Internationally recognized auditing standards developed by the AICPA and IAASB - 3rd party opinions on control effectiveness
WORRY-FREE SECURE SERVICE
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• No software to maintain or install • Quick implementation • Always on – 100% scheduled uptime guaranteed • Hot disaster recovery built-in • Security is No. 1 priority • Encryption of data in transmission and at rest • World-class hosting partner – Rackspace • Only financial close software provider with a SSAE 16 audit
CONTACT INFORMATION
Laura Sereduck, Solutions Consulting Manager
BlackLine Systems
http://www.blackline.com/view-demo/
IMPROVING THE CLOSE PROCESS UTILIZING FINANCE GOVERNANCE TECHNOLOGIES
Open Discussion
