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The Rockefeller Foundation: When a modern CPM environment puts the finance function in the driver's seat



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Agile finance functions need adaptable planning, budgeting and forecasting (PBF) systems. This webinar will discuss how a unified PBF system in the cloud, developed from the outset with an enhanced user-experience in mind, boosted The Rockefeller Foundation’s productivity and gave one finance function the independence it needed to be the ‘master of its own destiny’ while meeting the demanding and granular requirements of Human Capital and Salary Planning


PEOPLE INVOLVED:

Host: Aileen McPherson - Director of Marketing for CCH Tagetik North America
Guest Speaker: Irena DiMario - Manager of Financial Reporting (The Rockefeller Foundation)
Guest Host: Harjot Ghai, Chief Operating Officer of Obero
DEMO held by CCH Tagetik Solution Specialist:
Charlie Liu



Irena DiMario:

Irena DiMario is the Manager of Financial Reporting at the Rockefeller Foundation, she has been with the Foundation for the last 21 years. Most of Irena’s career has been in the Not for Profit/ Private Foundation sector. She is responsible for the day-to-day operations of the organizations’ accounting department. Her dedication to the mission of the Rockefeller Foundation, ”promoting the well-being of humanity throughout the world” has been an endless motivator for her work. Irena is privileged to be part of the Rockefeller Foundation team and its 104 year old legacy. Irena has strengthened her accounting skills while at the Rockefeller Foundation over the past two decades and has an in-depth knowledge of operational accounting, budgeting and planning, and systems management. 


Harjot Ghai:

Harjot Ghai is the Chief Operating Officer at Obero. With over 250 clients and 100 employees across North America, Obero is a leading provider of Corporate Performance Management (CPM) and Business Intelligence solutions and a long-term partner of Tagetik. For the last ten years, Harjot has managed large implementation teams at IBM and Obero. As a trusted advisor, he provides industry best practices to clients while ensuring  each implementation is successful.  Harjot has a strong blend of business acumen and technical experience to help clients bridge the gap between their business problems and a technical solution.  

Agenda

10:00
Introduction

10:05
Commentary by The Rockefeller Foundation discussing the benefits achieved with CCH Tagetik

10:20
DEMO

10:25
Q&A

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Event Contacts

CCH Tagetik Marketing Team +1 203 3917520