Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals Turbo-Charging 2015 Growth Across the Enterprise: How Finance Leaders Drive Success
Jul 13, 2015
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Turbo-Charging 2015 Growth
Across the Enterprise: How
Finance Leaders Drive Success
• Discover key tactics that finance leaders have deployed
to gain enterprise wide visibility
• Discover how to build better relationships across
departmental lines
• Understand what types of data and dashboards finance
leaders find essential to drive performance across
various functional areas
• Learn how successful finance leaders are planning to
drive growth in 2015
Learning Objectives
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Welcome to Proformative
© 2015 Proformative. Proprietary and confidential
Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
Turbo-Charging 2015 Growth Across the
Enterprise: How Finance Leaders Drive
Success
Jay Roberts, CFO, AdvantEdge Healthcare Solutions
Jeffrey R. Allen, CFO Gold Group Enterprises
Agenda
© 2015 Proformative. Proprietary and confidential 5
• Panel Introductions
• CFO Sentiments Going into 2015
• Panel Discussion
• Q&A
Gold Mobile
Gold Mobile is a provider of a unique cloud-based platform geared at enhancing companies’ mobile ordering, payment, and loyalty programs.
• Gold Mobile enables enterprises to engage with consumers “in-the-moment” while providing:
1. Personalized offers and content2. Real-time transactions and payments3. Instant rewards
Global Mobile clients include Fortune 500 global companies and brands, healthcare institutions, and retail merchants as well as partnerships with major banks and agencies who want to add mobile commerce to their enterprise client’s digital commerce and cash management deployments.
Jeffrey R. Allen, CFO
Gold Group Enterprises
© 2015 Proformative. Proprietary and confidential
AdvantEdge Healthcare Solutions
AdvantEdge is a technology-enabled provider of healthcare revenue cycle and business management solutions and business intelligence tools that substantially improve decision making, maximize financial performance, streamline operations and eliminate compliance risks for healthcare providers.
Proven solutions include medical billing, coding, revenue optimization, informatics, compliance and practice management. All are tailored to meet each client’s specific business needs.
Jay Roberts, CFO, AdvantEdge Healthcare Solutions
© 2015 Proformative. Proprietary and confidential
2015 CFO Sentiments*
© 2015 Proformative. Proprietary and confidential 8
• 73.8% of senior finance executives feel very positive about the US economy in 2015
• 61.5% of Finance Executives indicate that their marketing initiatives will be the number one factor impacting their companies success
• 46.1% feel growing their customer’s experience is the most important driver of top line growth
• 66% of Finance Chiefs are concerned or greatly concerned about talent acquisition and retention in 2015.
• 73.8% of senior finance executives feel very positive about the US economy in 2015
• 63% of respondents indicating that increasing market share will be the single most common form of investment for their companies in 2015
* 2015 CFO Sentiments Study
2015 CFO Sentiments**
© 2015 Proformative. Proprietary and confidential 9
• On a 100-point index, with zero being extremely weak and 100 being extremely strong, CFOs give the U.S. economy an average score of 59, a marked increase from the 53 reported in the 2014 CFO Outlook and the highest level since the recession in 2008.
• For the first time in seven years, more than half (52 %) of CFOs report they expect to hire additional full-time employees in 2015
• CFOs report their companies are investing in retaining and attracting qualified employees by providing benefits, including 96% percent offering healthcare insurance. More than half also offer wellness programs (63 %), education funding (54 %) and flexible hours (52 %).
• Growth- market penetration (82 percent) and market expansion (74 %) are the most popular strategies. Forty-one percent expect their profit margins to increase, and 45 % believe they will remain the same.
• More than half (52 %) of CFOs report that the time they spend on strategic issues is increasing. Currently, they spend two-thirds of their time on tactical activities and one-third on strategic activities.
• Strategic time allocation: technological advances (61 %), risk management (60 %) and data management (59 %), HR issues (49 %) and communications strategies (40 %).
* * Bank of America Merrill Lynch 2015 CFO Outlook Survey
Discussion Roadmap
• Financial & Operational Visibility– Current State, Past State, Future State
– What value does 20/20 vision really bring
• Building better relationships across departmental lines– Marketing, Sales, HR
– What works and does not work
– What role does and should technology play
• Data and dashboards finance leaders find essential to drive performance across various functional areas– What and Why? How much data is too much?
– How do you Right-Size technology adoption?
• Driving Growth from Finance in 2015?– Key Strategies, Channels & Challenges
© 2015 Proformative. Proprietary and confidential
Financial & Operational Visibility
Jeffrey R. Allen, CFO
Gold Group EnterprisesJay Roberts, CFO, AdvantEdge Healthcare Solutions
Thank you for your interest in this presentation.
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Turbo-Charging 2015 Growth Across the
Enterprise: How Finance Leaders Drive Success