10 September 2014
Financial Executives from John Hancock/Manulife, ESL Federal Credit Union, and Medline to Present at Tagetik Global Conference
Focus on business impact of process improvements to financial consolidations, financial reporting, budgeting, and planning
Financial executives from John Hancock/Manulife, ESL Federal Credit Union, and Medline will be among more than 75 speakers and panelists at the eighthThe conference, called “Tagetik in Touch,” is designed to bring together customers, partners, and Tagetik staffers from around the world to discuss experiences, trends, and challenges related to corporate performance management, disclosure management, financial governance and business intelligence.
“Leading process change is tough work, especially in the area of finance. Our conference gives customers the opportunity to share their best practices and lessons learned with each other. Year after year, customers tell us they leave the meeting with ideas and invaluable advice that they bring back to their own organizations,” said , Tagetik co-CEO. “These personal connections also help us. Customer experiences and suggestions definitely factor into our development work for the coming year.” The North American customers presenting at the conference include:
Tina Knapp, controller, ESL Federal Credit Union. Knapp’s presentation, “Journey to Performance Management with Passion,” will cover how she and her team have improved the accuracy and efficiency of budgeting and forecasting, as well as internal and external financial reporting. Jeff Nataupsky, vice president, Legal Entity Financial Reporting and Controls, John Hancock/Manulife. Nataupsky’s presentation, “Financial Reporting: The Journey Forward,” will detail how the company revamped financial reporting to meet the needs of multiple regulatory agencies while simplifying the overall reporting process.Joseph Schatz, director of corporate accounting, Medline. Schatz’s presentation, “Consolidations from ETL to Cash Flow,” will focus on how the company moved its consolidations from Excel spreadsheets to Tagetik’s unified platform, with discussion on process and business impacts.In all, the conference agenda will include more than 80 sessions – a combination of case studies, educational demonstrations, panel discussions, roundtables, and analyst and partnerpresentations – all focused on helping financial professionals discover the latest best practices and processes for budgeting planning and forecasting, disclosure management, advanced reporting, and integrated business planning. Registration for Tagetik in Touch is open. For more details, visit:
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