Managing Sales Programs:
|
|
- Dwight Gibson
- 6 years ago
- Views:
Transcription
1 Managing Sales Programs: Customer Rebates, Billbacks, Trade Promotions, Broker Commissions and Royalties Luke Miller, Design Manager June 26,
2 Managing Sales Programs Agenda 1. Cargill Background 2. SAP Project Background 3. Business Challenge 4. Evaluation Criteria 5. Vistex Implementation Landscape 6. Vistex Implementation Functionality 7. Future Vistex Plans 8. Lessons Learned 9. Return On Investment 10. Q&A 2
3 Cargill Background Founded in 1865, Grain Warehousing Privately Held FY12 Revenue = $133.9 Billion 142,000 Employees in 65 Countries Primarily B2B 75 Business Units in Four Major Segments Agricultural Financial Food Industrial 3
4 SAP Project Background SAP Project (Tartan) Launched in 2008 Enabler of Corporate Strategy A Global Journey to: Transform key business processes Improve how we capture and maintain critical business information Integrate software and infrastructure solutions 4
5 Business Challenge Scalability Global Business Units Diverse Product Lines Multiple Sales Channels Legacy Sales Programs Inconsistent Terminology Different Sales Approach and Styles Varied Accrual and Settlement Processes Locally Developed Systems Spreadsheet Administration 5
6 Evaluation Criteria Strong Preference for SAP Partner Global Scalability Accurate Balance Sheet Accruals Embedded Application Master Data Usage No Interfaces or Integrations Analytical Data Foundation 6
7 Evaluation Criteria - Continued Sales Program Types Rebates Billbacks Trade Promotions Commissions/Incentives Royalties Sales Program Partners Customers / End Customers Salespeople / Brokers Buying Groups 3 rd Party Administrators 7
8 Evaluation Criteria - Continued Sales Program Methods Transactional Composite / Thresholds Incremental Inclusive Sales Program Characteristics Per Case Per Pound (variable weight) Percent of Price Percent of Net Invoice 8
9 Evaluation Criteria - Continued Inclusion and Exclusion Factors Material Material Group Material Brand Customer Customer Types Billing Document Types Sales Program Settlement Customer Check Customer Deduction Vendor Check 9
10 Vistex Implementation Landscape Vistex 6.0A, Upgrading to 6.0D ECC 6.0 with Catch Weight SAP Receivables Management (FSCM) TM 8.0 Transportation Management Triple Point CSL Trading and Commodity 10
11 Vistex Implementation - Functional Rebates Customer Buying Group Billbacks Customer, End Customer Trade Promotion Commissions/Incentives Brokers Royalty 11
12 Functional Example - 1 of 4 Pay Customer Rebate and Broker 1 Based on Invoice Broker 1 Cargill Food Distributor Cargill Invoices 12
13 Functional Example - 2 of 4 Pay Customer Rebate and Broker 1 Based on Invoice Pay Pricing Claim Based on Billback Broker 1 Cargill Food Distributor Restaurants Cargill Invoices Billbacks Distributor Invoices 13
14 Functional Example - 3 of 4 Pay Customer Rebate and Broker 1 Based on Invoice Pay Pricing Claim Based on Billback Pay Broker 2, and Adjust Broker 1 Based on Billback Broker 1 Cargill Food Distributor Restaurants Broker 2 Cargill Invoices Billbacks Distributor Invoices 14
15 Functional Example - 4 of 4 Quarterly Sales Program; Paid Monthly - Expected Accrual vs. Payout Threshold Level Rate 1-10,000 $ ,001-20,000 $ ,001-30,000 $0.15 > 30,000 $0.20 Invoice Cumulative Incremental Incremental Inclusive Inclusive Period Volume Volume Calculation Rebate Calculation Rebate Invoice 1 2,500 2,500 2,500 x $0.10 $250 2,500 x $0.10 $250 Invoice 2 2,000 4,500 2,000 x $0.10 $200 2,000 x $0.10 $200 Invoice 3 3,000 7,500 3,000 x $0.10 $300 3,000 x $0.10 $300 Month 1 7,500 $750 $750 Invoice 4 1,000 8,500 1,000 x $0.10 $100 1,000 x $0.10 $100 Invoice 5 1,500 10,000 1,500 x $0.10 $150 1,500 x $0.10 $150 Invoice 6 5,500 15,500 5,500 x $0.12 $660 10,000 x $0.02 5,500 x $0.12 $860 Month 2 8,000 $910 $1,110 Invoice 7 2,500 18,000 2,500 x $0.12 $300 2,500 x $0.12 $300 Invoice 8 2,000 20,000 2,000 x $0.12 $240 2,000 x $0.12 $240 Invoice 9 5,000 25,000 5,000 x $0.15 $750 20,000 x $0.03 5,000 x $0.15 $1,350 Month 3 9,500 $1,290 $1,890 Quarter 25,000 $2,950 $3,750 15
16 Future Vistex Plans Continue Implementation, Build Critical Mass Agreement Approval Workflow Process Internal Salesperson Commissions Integration with AR Customer Deductions Profitability Analytics Upgrade to 6.0D In Process 16
17 Lessons Learned Vistex Expertise is Crucial Limited Pool of Non-Vistex Consultants Implement Less Complex BU s First Utilize Vistex Training Before Global Design One Design Team Agreement to Settlement Resource Planning for Upgrades 17
18 Lessons Learned - Continued Pre-Deploy Activities May Take Time to Gather Agreements Spend Time Analyzing Legacy Agreements Don t Underestimate Conversion Complexity Manually Create Agreements As Needed Use Vistex Voice Resource Attend Vistas 18
19 Return On Investment Adherence to Accounting Policies Agreement Documentation Retroactive Agreement Accountability Eliminate Spreadsheet Tracking Accurate Accruals Include Credit Memos and Returns Standardized Process Provides Basis for Analytics 19
20 Q&A What Are Your Questions? 20
21 Nourishing ideas. Nourishing people. TM 21
Integrating Payment Channels: Integrated Receivables. March 24, 2015
Integrating Payment Channels: Integrated Receivables March 24, 2015 Agenda Introduction Integrated Receivables Definition Defining the Need and Market Analysis Defining the Solution Integrated Receivables
More informationVistex Chargeback /IRM/IPALLMENU
Vistex Chargeback /IRM/IPALLMENU Definition of Chargeback Chargeback is a claimed amount that a manufacturer pays a distributor for goods/services sold by him according to a mutual agreement between them.
More informationIS 604: Contemporary Issues in IS Banking Enterprise Systems
Chair of Information Systems IV (ERIS) Institute for Enterprise Systems (InES) IS 604: Contemporary Issues in IS Banking Enterprise Systems Prof. Dr. Alexander Mädche Chair of Information Systems IV Institute
More informationBudgeting Accurate Cost of Care at Community Health Network
Budgeting Accurate Cost of Care at Community Health Network Session ID: 10655 Linking Hyperion Planning and Hyperion Profitability & Cost Management for Accurate Driver Based Planning Prepared by: Amy
More informationMedia & Entertainment Spotlight Navigating the New Revenue Standard
July 2014 Media & Entertainment Spotlight Navigating the New Revenue Standard In This Issue: Background Key Accounting Issues Effective Date and Transition Transition Considerations Thinking Ahead The
More informationFood Distribution Program
Food Distribution Program Whole Child Whole School Whole Community 1 Topics Illinois Commodity System (ICS) Spending Options Forecasting Annual Order Period Diversion to Processor Resources Whole Child
More informationGlossary of Terms Sales Performance Management
Glossary of Terms Sales Performance Management Accelerator Account Account management Account Planning or Plan Accrual Adjustment Annual Bonus Annual Total Target Annual Wage Adjustment Award Base Salary
More informationPA STATE SYSTEM OF HIGHER EDUCATION Shared Administrative System TM Travel Management Process for Advances
A travel advance may be issued (if university policy allows it) prior to a trip for expenses that are anticipated to be incurred during the time of travel. Advances entered into the SAP Travel Management
More informationRoper Technologies, Inc. EPG Annual Spring Conference
Roper Technologies, Inc. EPG Annual Spring Conference May 21, 2018 Safe Harbor Statement The information provided in this presentation contains forward-looking statements within the meaning of the federal
More informationRoper Technologies, Inc. EPG Annual Spring Conference
Roper Technologies, Inc. EPG Annual Spring Conference May 18, 2016 Safe Harbor Statement The information provided in this presentation contains forward-looking statements within the meaning of the federal
More informationAdvanced Credit Management Automating Credit Decisioning in SAP
Advanced Credit Management Automating Credit Decisioning in SAP March 19 th, 2012 Presented By: Sashi Narahari President & CEO HighRadius Corporation 1 Copyright 2011-12, HighRadius Corporation. All rights
More informationCASE STUDY: YASKAWA AMERICA INC REDUCES DAYS SALES OUTSTANDING AND BAD DEBT WRITE-OFFS WITH IMPROVED COLLECTIONS AND DISPUTE RESOLUTION PROCESSES
CASE STUDY: YASKAWA AMERICA INC REDUCES DAYS SALES OUTSTANDING AND BAD DEBT WRITE-OFFS WITH IMPROVED COLLECTIONS AND DISPUTE RESOLUTION PROCESSES 5/11/2017 1 What We ll Cover About Yaskawa and The Credit
More informationOverview of the Key Findings
Overview of the Key Findings Each year Capgemini, in co-ordination with Efma, publishes insights on the Insurance sector through its World Insurance Report Theme - Claims Transformation Theme- Multi- Distribution
More informationJohn Deere Financial Portfolio and Funding. Deere & Company May 2014
John Deere Financial Portfolio and Funding Deere & Company May 2014 Safe Harbor Statement & Disclosures This presentation includes forward-looking information subject to important risks and uncertainties.
More informationState of Wyoming Chart Of Accounts Redesign
Moderator: Steve Barnett, SD Presenters: Cynthia Cloud, WY Sandy Urbanek, WY Robin Milne, Plante Moran State of Wyoming Chart Of Accounts Redesign 2 Presentation Agenda Background COA Redesign Objectives
More informationIS 604: Contemporary Issues in IS Banking Enterprise Systems
Chair of Information Systems IV (ERIS) Institute for Enterprise Systems (InES) IS 604: Contemporary Issues in IS Banking Enterprise Systems Prof. Dr. Alexander Mädche Chair of Information Systems IV Institute
More informationStifel Investor Conference
Roper Technologies, Inc. Stifel Investor Conference June 15, 2017 Safe Harbor Statement The information provided in this presentation contains forward-looking statements within the meaning of the federal
More informationJohn Deere Financial Portfolio and Funding. Deere & Company September 2017
John Deere Financial Portfolio and Funding Deere & Company September 2017 Safe Harbor Statement & Disclosures This presentation includes forward-looking comments subject to important risks and uncertainties.
More informationZEBRA TECHNOLOGIES FIRST QUARTER 2016 RESULTS May 10, 2016
ZEBRA TECHNOLOGIES FIRST QUARTER 2016 RESULTS May 10, 2016 Anders Gustafsson Chief Executive Officer Mike Smiley Chief Financial Officer 2 Safe Harbor Statement Statements made in this presentation which
More informationALLFINANZ Digital New Business & Underwriting
Digital New Business & Underwriting Transform underwriting into a sales enabler and profit driver Life Group Health Disability www.munichre.com/automation-solutions Digital New Business and Underwriting
More information4 WAYS INTEGRATED RECEIVABLES MANAGEMENT FIXES BROKEN ACCOUNTS RECEIVABLES PROCESSES
4 WAYS INTEGRATED RECEIVABLES MANAGEMENT FIXES BROKEN ACCOUNTS RECEIVABLES PROCESSES Receivables management is critical to a corporation s liquidity and customer relationships. EXECUTIVE SUMMARY BUSINESSES
More informationPwC ReportingPerspectives April 2018
April 2018 Table of contents Topic Page no. 4 24 29 31 2 PwC Editorial We are pleased to bring to you the 14 th edition of our quarterly newsletter covering the latest developments in financial reporting
More informationTechnical Line Common challenges in implementing the new revenue recognition standard
No. 2017-28 24 August 2017 Technical Line Common challenges in implementing the new revenue recognition standard In this issue: Overview... 1 Key accounting and disclosure considerations. 2 Contract duration...
More informationOverview. With the property & casualty solution from TCS BaNCS, your insurance firm can gain from:
Property & Casualty In today's competitive environment, insurers seek technology solutions that help them stay tuned to evolving customer needs and afford them with the flexibility to respond to regulatory
More informationAUSTRALIA INTERMEDIATED (CGU) INVESTOR BRIEFING
9 March 2012 ABN 60 090 739 923 AUSTRALIA INTERMEDIATED (CGU) INVESTOR BRIEFING Mike Wilkins Managing Director and Chief Executive Officer Peter Harmer Chief Executive Officer Australia Intermediated (CGU)
More informationTax Agency Long-Term Modernization - Incrementally. Neena Savage Tax Administrator Rhode Island Division of Taxation
Tax Agency Long-Term Modernization - Incrementally Neena Savage Tax Administrator Rhode Island Division of Taxation Introductions Neena Savage Tax Administrator Rhode Island Division of Taxation 2 Agenda
More informationScaling Small Business Lending: Lessons learned from 10,000 Small Businesses Financing Initiative
Scaling Small Business Lending: Lessons learned from 10,000 Small Businesses Financing Initiative Pam Porter, Cristina Shapiro, Dan Betancourt, Don Harrington, Chuck Hurst, Bob Porter June 16, 2017 Agenda
More informationJohn Deere Financial Portfolio and Funding. Deere & Company December 2011
John Deere Financial Portfolio and Funding Deere & Company December 2011 Safe Harbor Statement & Disclosures This presentation includes forward-looking comments subject to important risks and uncertainties.
More informationThe Next Bancassurance Innovations
The Next Bancassurance Innovations Ola Oyekan, PhD Research & Development Specialist, RGA 12 th October, 2016 Agenda RGA and bancassurance Bancassurance trends & case studies Business models Global bancassurance
More informationNAVIGATING THE BUDGETING SOLUTION LANDSCAPE Enhanced Capabilities Must Match Specific Needs
NAVIGATING THE BUDGETING SOLUTION LANDSCAPE Enhanced Capabilities Must Match Specific Needs ISG ISG WHITE PAPER 2013 Information Services Group, Inc. All Rights Reserved INTRODUCTION Government and education
More informationFINANCIAL RESULTS AGENDA. 12 month period ending 30 June Summary. 2. Segment performance. 3. Financial results. 4. Focus areas for the group
FINANCIAL RESULTS 12 month period ending 30 June 2018 AGENDA 1. Summary 2. Segment performance 3. Financial results 4. Focus areas for the group 2 1 SUMMARY Revenue increased by 2% and gross profit by
More informationTransformer. Securities Processing System - The Next Generation. About the author:
Transformer Processing System - The Next Generation Sriram V Sekar Global Head - Data & Product Manager - Foundation Data About the author: Sriram V Sekar has over 11 years of experience in providing business
More informationH Interim Results 31 August 2017
H1 2017 Interim Results 31 August 2017 Disclaimer The following presentation is being made only to, and is only directed at, persons to whom such presentation may lawfully be communicated ( relevant persons
More informationACI Worldwide (ACIW) Conferences 2016
ACI Worldwide (ACIW) Conferences 2016 Private Securities Litigation Reform Act of 1995 Safe Harbor For Forward-Looking Statements This presentation contains forward-looking statements based on current
More informationRISK-BASED COLLECTION
RISK-BASED COLLECTION KARL DEVOS 6 NOVEMBER 2014 WHAT S TOP OF MIND FOR YOU? PRODUCTIVITY REDUCE DSO RISK EXPOSURE ANALYTICS DISPUTE WORKFLOW OPERATIONS DRIVE FREE CASH FLOW RISK MANAGEMENT CASH FORECASTING
More informationRevenue from contracts with customers
Revenue from contracts with customers A summary of IFRS 15 and its effects April 2016 Background The International Accounting Standards Board (IASB) issued a comprehensive new revenue recognition standard
More informationImpact of VAT Compliance on Business. Pierre Arman Market Lead for Tax & Accounting Thomson Reuters MENA Qatar Chamber of Commerce February 2018
Impact of VAT Compliance on Business Pierre Arman Market Lead for Tax & Accounting Thomson Reuters MENA Qatar Chamber of Commerce February 2018 Agenda Preparing for VAT in the GCC Lessons learned in 2017
More informationZEBRA TECHNOLOGIES. William Blair Growth Stock Conference June 16, 2016
ZEBRA TECHNOLOGIES William Blair Growth Stock Conference June 16, 2016 Safe Harbor Statement Statements made in this presentation which are not statements of historical fact are forward-looking statements
More informationRevenue from contracts with customers
Revenue from contracts with customers A summary of IFRS 15 and its effects May 2015 Background The International Accounting Standards Board (IASB) issued a comprehensive new revenue recognition standard
More informationINFOSYS SOLUTION FOR CLAIMS LEAKAGE REDUCTION
INFOSYS SOLUTION FOR CLAIMS LEAKAGE REDUCTION Claims management is the foundation on which the edifice of the insurance business is built. Although a large contributor of cost to an organization, it is
More informationInterest Calculation Add-on Supernova Add-on for SAP Business One
User Manual Supernova Add-on for SAP Business One Date: October 2013 Copyright 2013 Supernova Consulting Ltd. All rights reserved. This content may not be reproduced or transmitted in any form or by any
More informationRevenue for the software and SaaS industry
Revenue for the software and SaaS industry The new standard s effective date is coming. US GAAP November 2016 kpmg.com/us/frn b Revenue for the software and SaaS industry Revenue viewed through a new lens
More informationACI Worldwide (ACIW) May/June 2015
ACI Worldwide (ACIW) May/June 2015 Private Securities Litigation Reform Act of 1995 Safe Harbor For Forward-Looking Statements This presentation contains forward-looking statements based on current expectations
More informationBanking & Settlement. Cash Sales Non-Sponsored Accounts Receivable Endowments & Spendable Gifts. March 27, 2017
Banking & Settlement Cash Sales Non-Sponsored Accounts Receivable Endowments & Spendable Gifts Workday@Yale March 27, 2017 Agenda Overview Key Changes & Demo Cash Sales Non-Sponsored Accounts Receivables
More informationExperience the power of FENICS Professional TM
Experience the power of Professional TM The platform that set the standard in FX options is setting a new one. The entire FX options lifecycle. All on one platform. For the past 23 years, we ve been listening
More informationTSYS Analyst Day May 20, Total System Services, Inc. All rights reserved worldwide.
TSYS Analyst Day May 20, 2015 > FORWARD-LOOKING STATEMENTS This presentation and comments made by management contain forward-looking statements including, among others, statements regarding the expected
More informationImplementing the new revenue guidance in the technology industry
Grant Thornton January 2019 Implementing the new revenue guidance in the technology industry A supplement This publication was created for general information purposes, and does not constitute professional
More information2018 Annual Meeting. April 26, 2018
2018 Annual Meeting April 26, 2018 Our vision and credo guide us: The destination Colleagues Mission To help our customers, colleagues and communities reach their potential Regulators Customers Investors
More information4 WAYS INTEGRATED RECEIVABLES MANAGEMENT FIXES BROKEN ACCOUNTS RECEIVABLES PROCESSES
4 WAYS MANAGEMENT FIXES BROKEN ACCOUNTS RECEIVABLES PROCESSES Receivables management is critical to a corporation s liquidity and customer relationships. EXECUTIVE SUMMARY BUSINESSES ARE DEMANDING MORE
More informationCATEX Platform Overview
CATEX Platform Overview WWW.CATEX.COM The CATEX Pivot Point System and Data Vera...continuing our 21st year of service to the risk and reinsurance industry. Pivot Point for Reinsurance Brokers Pivot Point
More informationACI Worldwide (ACIW) BAML 2014 Leveraged Finance Conference
ACI Worldwide (ACIW) BAML 2014 Leveraged Finance Conference December 2014 Private Securities Litigation Reform Act of 1995 Safe Harbor For Forward-Looking Statements This presentation contains forward-looking
More informationSpotlight: Robotic Process Automation (RPA) What Tax needs to know now
May 2017 Spotlight: Robotic Process Automation (RPA) What Tax needs to know now We introduce you to Tax Function of the Future A Focus on Today, our new series that spotlights topics that are relevant
More informationCastlight Health. Q Financial & Business Update November 6, 2018 Q3 FY
Castlight Health Q3 2018 Financial & Business Update November 6, 2018 Q3 FY 2018 1 Safe Harbor Statement This presentation contains forward-looking statements regarding our trends, our strategies and the
More informationInnovative usage of Accounting Rule for GAAP compliance of the Revenue Recognition process
8-NOV-2014 Innovative usage of Accounting Rule for GAAP compliance of the Revenue Recognition process Arumugaraja Arunachalam Principal Consultant-ERP Agenda Introduction U.S. GAAP Codification of Accounting
More informationBranch Corporate Strategic Planning
Introduction Corporate Strategic Planning provides leadership and drives the integration and coordination of the City s strategic planning process with an emphasis on ensuring the achievement of Council
More informationUN-COMMODITIZING INVESTING THROUGH PORTFOLIO OPTIMIZATION
UN-COMMODITIZING INVESTING THROUGH PORTFOLIO OPTIMIZATION Table of Contents INTRODUCTION PAGE 3 CHAPTER 1 Industry Trends - Optimizing Portfolios PAGE 5 CHAPTER 2 ORION S ASTRO PAGE 9 CHAPTER 3 Practice
More informationOperational Excellence in Tax Data Management. Oct 13, 2003
Operational Excellence in Tax Data Management Oct 13, 2003 A Challenging Leasing Environment Managing through the economic downturn Regulations and accounting changes The need for operational excellence
More informationWhat are CECL gaps in the current ALLL process?
What are CECL gaps in the current ALLL process? Considerations for implementing the forthcoming Accounting for Financial Instruments: Credit Losses standard Zions Bancorporation Alexander Hume Controller
More informationCECL ONE YEAR CLOSER
CECL ONE YEAR CLOSER Greg Clausen Partner Eide Bailly LLP Darrell Lingle Partner Eide Bailly LLP CECL One Year Closer to Implementation Greg Clausen, CPA Partner gclausen@eidebailly.com 515.875.7595 Darrell
More information2015 EAS TRAINING CATALOG
2015 EAS TRAINING CATALOG 2015 SunGard. Trademark Information: SunGard and the SunGard logo are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other
More informationFinance Advanced in Microsoft Dynamics NAV 2013
Course 80535A: Finance Advanced in Microsoft Dynamics NAV 2013 Course Details Course Outline Module 1: Intrastat This module explains the setup of Intrastat and how to run and submit Intrastat reports.
More informationGeneral Approach to Classifying a Business
W o r k e r s C o m p e n s a t i o n I n s u r a n c e R a t i n g B u r e a u o f C a l i f o r n i a General Approach to Classifying a Business Presented by the WCIRB and IIABCal Notice The information
More informationStreamline and integrate your claims processing
Increase flexibility Reduce costs Expedite claims Streamline and integrate your claims processing DXC Insurance RISKMASTERTM For corporate claims and self-insured organizations DXC Insurance RISKMASTER
More informationFelipe Dutra Chief Finance & Technology Officer
Felipe Dutra Chief Finance & Technology Officer Agenda Financial Performance Role of Financial Discipline in our business model Risk management: Balancing deleveraging with returning cash to shareholders
More informationFundSERV Update June 15, David Purewal CA, CPA, CRISC, CISA Director Finance, Risk & Administration
FundSERV Update June 15, 2012 David Purewal CA, CPA, CRISC, CISA Director Finance, Risk & Administration Coming together is a beginning. Keeping together is progress. Working together is success. Henry
More informationRevenue Recognition: FASB s New Standard Is No Longer Near It s Here 2017 Engineering and Construction Conference
Revenue Recognition: FASB s New Standard Is No Longer Near It s Here 2017 Engineering and Construction Conference Overview New revenue guidance The five-step model Core principle: Recognize revenue to
More informationRevenue Recognition Ready? Manufacturing
Revenue Recognition Ready? Manufacturing Agenda General Information Revenue Recognition Special Challenges for Manufacturers Transition and Disclosure Implementation in Your Organization Q&A History Multiple
More informationOUR SOLUTIONS. We Design Solutions to Simplify Insurance
OUR SOLUTIONS We Design Solutions to Simplify Insurance www.insurity.com 866.476.2606 Simplifying the Insurance Experience Our scalable, highly secure and reliable cloud-based solutions provide cost-efficiency,
More informationRetail Banking CLSA Investor Forum. Karen Fawcett CEO, Retail Banking Group Head, Brand & Marketing
Retail Banking CLSA Investor Forum Karen Fawcett CEO, Retail Banking Group Head, Brand & Marketing Important Notice This document contains or incorporates by reference forward-looking statements regarding
More informationWilliam Blair Growth Stock Conference June 15, Member FINRA/SIPC
William Blair Growth Stock Conference June 15, 2011 Member FINRA/SIPC Safe Harbor Disclosure The following information contains forward-looking statements. Forward-looking statements include statements
More informationMEASURING COST SAVINGS AND BENEFITS REALISATION
Greg Edmonds - Project Procure MEASURING COST SAVINGS AND BENEFITS REALISATION Overview 1 2 3 4 5 Introduction Cost Savings Measuring Savings Benefits Realisation Q & A Cost Savings - Cost Avoidance A
More informationEarnings Presentation. First Quarter 2012 April 24, 2012
Earnings Presentation First Quarter 2012 April 24, 2012 Forward Looking Statements and GAAP Reconciliations The contents of this presentation that are not statements of historical fact are forward-looking
More informationTechnical Line FASB final guidance
No. 2017-20 29 June 2017 Technical Line FASB final guidance How the new revenue standard affects asset managers In this issue: Overview... 1 Background... 2 Identifying the contract with a customer...
More information2Q 2017 Earnings Call August 8, :00pm ET
2017 Earnings Call August 8, 2017 5:00pm ET 1 Safe Harbor Statement Certain statements made within this presentation contain forward-looking statements, within the meaning of the Private Securities Litigation
More informationCREDIT UNIVERSITY March 9, 2012
CREDIT UNIVERSITY March 9, 2012 CREDIT UNIVERSITY Outline Overview, Virtuous Circle, and Scope of Operations Understanding the Drivers of the Business and Ford Credit Profit Reporting Ford Credit Business
More informationThe new revenue recognition standard - software and cloud services
Applying IFRS in Software and Cloud Services The new revenue recognition standard - software and cloud services January 2015 Overview Software entities may need to change their revenue recognition policies
More informationKPMG TaxWatch Webcast
KPMG TaxWatch Webcast Operational Transfer Pricing: Bridging the Gap between Transfer Pricing Policy and Accounting Integrity Part I June 21, 2012 ANY TAX ADVICE IN THIS COMMUNICATION IS NOT INTENDED OR
More information2 Management s Discussion and Analysis 12 Reports of Management 13 Report of Independent Registered Public Accounting Firm 14 Consolidated Statements
2010 Annual Report 2010 FINANCIAL REPORT 2 Management s Discussion and Analysis 12 Reports of Management 13 Report of Independent Registered Public Accounting Firm 14 Consolidated Statements of Income
More informationFinancial Services CONTENTS Year Preliminary Capital. 2. Issues for Discussion Performance Preliminary Capital
CAPITAL BUDGET NOTES Financial Services 2018 2027 CAPITAL BUDGET AND PLAN OVERVIEW Financial Services' 10-Year Preliminary Capital balances the need to maintain current technology for enterprise-wide financial
More informationRisk Management Guidelines
Risk Management Guidelines Guideline as defined for this manual is a detailed minimum requirement to implement Risk Management 10/19/2011 Risk Management Guidelines for the Capital Program PD-QA-05-019,
More informationAFLAC Hedge Accounting with SAP FAM. October 24, 2018
AFLAC Hedge Accounting with SAP FAM October 24, 2018 Agenda At A Glance AFLAC COMPIRICUS SAP FAM Journey Hedge Accounting Lessons Learned 2 Abbreviated History of Aflac 3 The Japan-Aflac Connection 4 COMPIRICUS
More informationMINNEAPOLIS PUBLIC SCHOOLS SPECIAL DISTRICT NO. 1 REPORTS ON GOVERNMENT AUDITING STANDARDS, OMB CIRCULAR A-133 SINGLE AUDIT AND LEGAL COMPLIANCE
REPORTS ON GOVERNMENT AUDITING STANDARDS, OMB CIRCULAR A-133 SINGLE AUDIT AND LEGAL COMPLIANCE For the Year Ended TABLE OF CONTENTS SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS... 1 NOTES TO THE SCHEDULE
More informationGlobal Insurance CFO Survey 2014
Global Insurance CFO Survey 2014 Survey results September 2014 Introduction Conducted during the first half of 2014, this survey of senior executives across 35 global insurers (13 non-life, 9 life, 9 multi-line,
More informationThe Fundraising Process: Marketing & Differentiating Your Fund Internationally
The Fundraising Process: Marketing & Differentiating Your Fund Internationally Stanwich Advisors Background Latin America Fund IV Altra Fund II Brazil Fund III Brazil Fund II $515M $355M $400M $315M Principia
More information2017 Full Year. Results Presentation. 21 February 2018
2017 Full Year Results Presentation 21 February 2018 CAUTIONARY STATEMENT 2017 Full Year Results Slide 2 Full Year Highlights 2017 Full Year Results Presentation 8TH YEAR OF DOUBLE-DIGIT GROWTH 2017 FINANCIAL
More informationThe Transition to Electronic Receivables A Paper Tiger? Minnesota AFP April 23, 2013
The Transition to Electronic Receivables A Paper Tiger? Minnesota AFP April 23, 2013 Agenda Payment Trends Payments Automation Benefits and Barriers to Electronic Payments Checks and B2B Payments Evolution
More informationNARUC: REVENUE RECOGNITION JULIE PETIT AUDIT SENIOR MANAGER BRIAN JONES AUDIT SENIOR MANAGER MONDAY, SEPTEMBER 11 TH, 2017
NARUC: REVENUE RECOGNITION JULIE PETIT AUDIT SENIOR MANAGER BRIAN JONES AUDIT SENIOR MANAGER MONDAY, SEPTEMBER 11 TH, 2017 Mazars USA LLP is an independent member firm of Mazars Group. Mazars USA LLP is
More informationTD Ameritrade Institutional s Technology Triple Threat
TD Ameritrade Institutional s Technology Triple Threat Bob Mahoney, Director, Technology Solutions This material is designed for an investment professional audience, primarily Registered Investment Advisors
More informationAn Introduction to International Retirement Plans
An Introduction to International Retirement Plans Helping Build Retirement Security for Your Global Nomads An Introduction to International Retirement Plans For multinational companies, growing a business
More informationWhat Complexity Really Means
Emily Brawley, CPA Clearwater Analytics What Complexity Really Means Agenda Discuss the challenges of reporting Explore growing popularity Review whether non traditional investments fit within an investment
More informationTHIRD QUARTER REPORT Period Ended September 30, Management s Discussion and Analysis and Unaudited Consolidated Financial Statements
THIRD QUARTER REPORT Period Ended 2010 Management s Discussion and Analysis and Unaudited Consolidated Financial Statements MANAGEMENT S DISCUSSION AND ANALYSIS This management s discussion and analysis
More informationQuarterly Fact Sheet - Q1 FY17
Non-GAAP Financial Measures Update Beginning with the financial guidance provided for the Company's second fiscal quarter 2017, the Company has revised the presentation of its non-gaap financial results
More informationCUSD 200. Financing Options for Refinancing/Restructuring ROBERT E. LEWIS III SVP MANAGING DIRECTOR PMA SECURITIES, INC.
CUSD 200 Financing Options for Refinancing/Restructuring ROBERT E. LEWIS III SVP MANAGING DIRECTOR PMA SECURITIES, INC. MAY 9, 2018 Market Update 2 VARIABLES THAT IMPACT THE MUNICIPAL BOND MARKET Inflation
More informationQuarterly Fact Sheet - Q4 FY16
Amounts in millions, except per share amounts, ASP, percentages 1 Updated as of September 7, 2016 Revenue $4,035 $3,824 $3,764 $3,728 $3,804 $3,972 $3,703 $3,651 $3,943 $3,888 $3,550 $3,191 $3,360 $3,317
More informationAGA Accounting Principles Committee
www.pwc.com/us/utilities AGA Accounting Principles Committee ASU 2014-09: REVENUE FROM CONTRACTS WITH CUSTOMERS (TOPIC 606) Presenter and Agenda Presenter: Lucas Carpenter U.S. Power & Utilities Practice
More informationOut-of-Pocket Cost Calculator (VOTE) Scott Devonshire Chief Information Officer. David Lemoine Senior Manager, IT Strategy & Partnerships
Out-of-Pocket Cost Calculator (VOTE) Scott Devonshire Chief Information Officer David Lemoine Senior Manager, IT Strategy & Partnerships Board of Directors Meeting April 11, 2013 Agenda Background Current-State
More informationv.5 Accounts Payable: Credit Card Tracking (Course #V211)
v.5 Accounts Payable: Credit Card Tracking (Course #V211) Presented by: Erin Ogletree Shelby Master Trainer 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks
More informationNew revenue guidance Implementation in the pharmaceutical and life sciences sector
No. US2017-20 September 06, 2017 What s inside: Overview... 1 Scope... 2 Step 1: Identify the contract. 2 Step 2: Identify performance obligations.. 4 Step 3: Determine transaction price.7 Step 4: Allocate
More informationRaymond James Tech Conference. December 5, 2017
Raymond James Tech Conference December 5, 2017 Forward-looking statements The following information contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act
More informationabling the ransforma0on of the ncen0ve ompensa0on xperience
En T I C E abling the ransforma0on of the ncen0ve ompensa0on xperience Greg Peiker, Senior Director Solution Mgmt, Microsoft Corporation Dirk Weber, Principal Solution Mgr, Microsoft Corporation Joe Kaddis,
More information