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video series

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


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.

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Chapter 1 Introduction to the Webinar

Brief introduction to the webinar "The Rockefeller Foundation: When a modern CPM environment puts the finance function in the driver's seat".


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Chapter 2 The Rockefeller Foundation's story and the need of a change

Irena DiMario, Manager of Financial Reporting, talks about the Rockefeller Foundation and what were the tell-tell signs that Rockefeller needed to replace their old Clarity Budgeting & Planning solution.


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Chapter 3 CCH Tagetik, the perfect solution for Budgeting and Forecasting on Cloud for Rockefeller

Listen to why the Rockefeller Foundation selected CCH Tagetik as the perfect tool for their Budgeting and Forecasting process. Learn more about their implementation process and why they chose the Cloud solution.


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Chapter 4 The Rockefeller Foundation Benefits and What's next

Listen to the benefits achieved by Rockefeller with CCH Tagetik Budgeting, Forecasting and Financial Reporting tool on Cloud and what are the next steps in The Rockefeller Finance transformation journey.


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Chapter 5 Technology Demo

Charlie Liu, Solution Specialist CCH Tagetik, shows how CCH Tagetik can help you with your Budgeting and Planning process.


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Chapter 6 Q&A

Questions and Answers section of the webinar: "When a modern CPM environment puts the finance function in the driver's seat".


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