improving the close process utilizing finance …today’s agenda 2 8:00am – 8:30am breakfast and...

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.

mbealin@uhy-us.com

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.

ffenello@uhy-us.com

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

laura.sereduck@blackline.com

http://www.blackline.com/view-demo/

IMPROVING THE CLOSE PROCESS UTILIZING FINANCE GOVERNANCE TECHNOLOGIES

Open Discussion