Sponsored by Vena
TIME: 2:00 PM ET

Webinar Summary

As finance leaders help their companies adapt to the demands of a new decade, they are also having to adapt to changing requirements of their roles.

It's no longer enough for finance executives to focus on reporting a company's previous financial performance. Companies are increasingly automating the tasks to which finance executives have traditionally dedicated their time and energy, including financial reporting. Now, more than ever, they are relying on finance executives to inform forward-looking efforts, especially forecasting, planning, and strategic decision making.

During this webinar, we will highlight the skills, traits, and experience companies are seeking as they expand the role of finance executive from task manager to strategic leader. You will learn:

  • Why the focus of a finance executive's role is shifting from reporting to strategic planning,
  • Which aspects of finance lend themselves best to automation, and which will increasingly require a finance executive's expertise,
  • What capabilities and skills companies will expect finance executives to develop beyond basic accounting and finance acumen, and
  • How finance executives can prepare finance teams, including the next generation of finance leaders, for the future.

About the Panelists

Jim O'Connor, Global Finance Advisory and Global Business Services Practice Leader, The Hackett Group
Mr. O'Connor has nearly 30 years of industry and consulting experience with finance transformation. He has particular expertise in finance strategy, process design, enterprise performance management, and global business services. Previously, he led the CFO Services practice at North Highland, a global consulting firm, and before that, focused on finance transformation and strategy at Archstone Consulting, now a part of The Hackett Group.
John O'Connor, Partner, Plante Moran
John O'Connor is a partner serving Plante Moran's service and private equity industry groups from the firm's Chicago office. He has more than 30 years of experience serving privately-held, public, and private equity-owned companies with an emphasis on practical financial reporting. He also advises clients on a variety of financial, business, and tax-related matters facing middle-market companies.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Group
In his role as finance channel editorial director with Argyle Group, Joe Fleischer focuses on developing webinars about topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
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Attend this webinar and earn FREE Continuing Professional Education (CPE) Credit
Webinar Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

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

To be eligible to earn one CPE credit, you must answer at least three polling questions while attending the program for a minimum of 50 minutes. 

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