All the benefits of a robust corporate Budgeting and Planning solution – without leaving Excel


All the benefits of a robust corporate Budgeting and Planning solution – without leaving Excel

Speaker: Stephen Waters


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Keep Excel and benefit from all of the advantages of a complete Corporate Performance Management solution.

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Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

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Programme outline

Most Finance teams rely heavily on Excel, the world’s favourite financial productivity tool of choice. Research shows many companies who turn away from Excel for their budgeting end up going back to Excel, because traditional FP&A applications prove to be cumbersome in daily use and require expensive development.

In this webinar we’ll show you how you can transform your existing spreadsheet-based in-house system into a full Corporate Performance Management solution while retaining the Excel interface your users know and depend on.

Find out how to streamline and automate your budgeting processes and fully integrate your planning and reporting by combining the familiarity of Excel, with the power of Vena's application database.

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  • Stephen Waters

    Stephen Waters is Managing Director of InfoCat and a Chartered Accountant.

    Following a degree in Mathematics and Operational Research he qualified with Coopers & Lybrand (now PwC), then worked for several years for companies in the banking sector in a finance systems role, implementing and running general ledger, financial consolidation and management accounting applications.

    With two other qualified accountants Stephen then founded InfoCat, a consultancy specialising in performance management systems, using his knowledge and practical experience of management accounting to help finance departments develop their budgeting, planning and analysis applications.

    Always focusing on the needs of the finance end-user, he has worked with many customers including well known companies such as Lloyds Bank, Gillette, EasyJet, Pan Macmillan, Costa Coffee, IPC Media and CenterParcs. Over the years has used a range of different software suppliers and is familiar with the capabilities of the leading products in the sector.

    Stephen's priority remains to deliver the most functional and cost effective solution for his clients, whichever technology is used.