This event is being offered virtually in lieu of in-person. Zoom information will be emailed 24 hours prior to the event.*
Professional services firms are facing massive changes in how they manage the business. To thrive in an increasingly competitive and global marketplace, professional and business services organizations must be rigorous in their planning, but also be agile, so resources can be allocated strategically. Now is the time to leverage cloud technologies to enable fast and accurate reporting, and quickly forecast multiple outcomes to make better informed strategic decisions.
Join our thought leadership discussion with Patrice Cappello, Global Head Professional & Business Services GTM, Workday and customer and global sourcing partner CohnReznick. Hear the latest trends and how CohnReznick uses Workday Adaptive Planning to run multiple scenarios on a continuous basis and utilize rolling forecasts to stay agile and plan for what’s next.
Here are just a few things we will cover in this live discussion:
Marisa Garcia is a Partner with CohnReznick Advisory specializing in the media, communications, technology, and retail industries. She brings more than 20 years of experience in finance, accounting, auditing, risk management, and financial management and serves as a financial reporting leader and trusted advisor for her clients. Before joining CohnReznick, Marisa was Senior Vice President of Finance with EMI Music Publishing, North America, where she led the execution of the global financial strategy in North America.
Thomas Crawford is a director with CohnReznick Advisory who specializes in management and technology consulting. Tom helps companies protect and improve their profitability and cash flow and improve the effectiveness and efficiency of their finance organizations. He has spent more than 25 years leading finance teams and providing best practices expertise in accounting, finance and operations, across a wide variety of industries. Prior to entering the consulting arena, Tom held executive- and C-level positions in Finance and Operations, including roles with rapidly growing companies as CFO and VP of Finance and Operations.
|10:00am - 10:05am||
Welcome & Introductions
|10:05am - 10:10am||
Workday Adaptive Planning Product Overview
|10:10am - 10:30am||
Panel Discussion | Workday & CohnReznick
Learn about key business challenges and best practices in the professional services industry and how CohnReznick uses Workday Adaptive Planning to stay agile.
|10:30am - 11:00am||
Live Demo and Q&A
See an interactive demo of:
Top down versus bottom up plans: identifying the gaps between management targets and business unit plans
Using KPIs to gain better insight into what is driving performance
Identifying and closing gaps in capacity versus demand
Agility is everything in the changing world of business. To think fast and move first, you need an enterprise planning solution designed to help you make better decisions, faster. Workday Adaptive Planning enables 5,200+ customers worldwide to collaborate, gain insights, and deliver superior performance so you can gain business agility and plan for what’s next. Built for business users, our cloud-based software offers powerful modeling and analytics capabilities in a tool simple enough for anyone to use, and scalable enough for organizations of any size. Discover how an enterprise planning solution from Workday can help you embrace the future with confidence.
Trusted by the leaders who want planning to play a strategic role in their success