Alight LLC, developers of Alight Planning financial planning and reporting software, today announced that Rand Heer, an industry spokesperson for budgeting and enterprise planning solutions and Alight CEO, will keynote multiple rolling forecast trainings and workshops detailing how companies can quadruple the ROI of financial planning and analysis.
“I am pleased by the positive reception of the Planning Maturity Curve that we introduced earlier in 2011. The market is seeing a massive shift from software solutions designed only to streamline the annual budget and save time with automated reports to a sharp focus on continuous planning and rolling forecasts. The Planning Maturity Curve helps you measure the ROI of planning activities and in almost all cases, we conclude that the action and excitement right now is in agile planning which is characterized by driver-based planning, integrated actuals, and scenario analysis,” Heer said. “The presentation takes the materials I developed last year to the next level and retains its educational focus on the core processes required to make planning a value-add activity. Most importantly, we’re seeing that by leveraging driver-based planning and integrating actuals at the right level of detail into the financial plan, it can be easy to implement agile planning and introduce best practices such as a rolling forecast.”
Earlier in 2011, CFO Magazine invited Rand to lead a workshop on the Planning Maturity Curve as part of CPMT3 Tactics…Tools…Technology slated for January 31st 1:00 – 4:30pm at the Grand Hyatt New York. It will be the first opportunity to see Rand present in 2012 and is also the debut Planning Maturity Curve presentation at a CFO Magazine event. The material resonates with companies of all sizes and is gaining traction with larger organizations including Siemens and PerkinElmer. Rand will also keynote ASMI Rolling Forecast Trainings in San Diego and Washington DC. In addition, Ben Lamorte, VP Marketing & Sales, will speak at ASMI events in Dallas and Boston.
Earlier this month, Mr. Lamorte was selected as an ASMI Senior Fellow. “I am always grateful for an honor and thank the ASMI for the recognition; however, it is the quality of the finance professionals who attend the ASMI events that make the interactive presentations so valuable. Building off another successful ASMI event in San Diego earlier this spring, Alight is pleased to be the lead sponsor for budgeting and forecasting events in 2012,” says Lamorte, who first presented at ASMI with Larry Van Kuran of Kaiser Permanente on the topic of driver-based planning back in 2008. Lamorte will employ current forecasting theory and best practices to reflect on how organizations can quickly move across the Planning Maturity Curve and quadruple the ROI of Financial Planning and Analysis. “ASMI is pleased to partner with Alight Planning for our cornerstone Budgeting and Forecasting Summits and Rolling Forecast trainings” remarks Maria Cvitkovic, Director of Education with ASMI, “Ben and Rand both bring tremendous value to our audience, and their Planning Maturity Curve takes scenario analysis and agile planning to the crucial next level.”
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