Altius Sponsors ‘Budgeting in Excel’ Educational Webinar

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Learn how to create and manage a real corporate budget in Excel, including Excel features that can be utilized to improve the process’ accuracy and scalability.

Altius, creator of the Excel-centric BPM solution, Flex Planning, that allows companies to retain their investment in spreadsheet models, today announced the Sponsorship of a free educational webinar entitled ‘Budgeting in Excel’ on July 7, 2015 at 2 p.m. ET/11 a.m. PT. This webinar will educate attendees on how to create and manage a real corporate budget in Excel, including Excel features that can be utilized to improve the process’ accuracy and scalability. Specifically:

  •     Approaches to take with operational groups to increase accuracy and reduce the burden of budgeting
  •     Demonstrating how Finance can make the operational groups better at what they do and raise their performance profile    
  •     Structuring the Excel files to provide maximum benefit    
  •     How to scale budgeting and planning beyond Excel using more scalable technology, without entirely abandoning Excel

This educational webinar qualifies for one Certified Public Accountant CPE credit.

Simon Turner, ACA, International Finance and Operations Executive, will share best practices on budgeting in Excel, based on his 20-plus years of experience in finance. For the last 10 years he was VP, Finance at Oxford Immunotec Global plc, taking the company from early stage start-up in the UK to NASDAQ IPO in November 2013. In that role he built countless budget, forecasting, financial projection and capital structuring Excel files, leveraging his earlier experience with Deutsche Bank and JP Morgan to develop complex yet accurate Excel files to aid financial decision making and resource allocations.

The webinar will be moderated by John Kogan, CEO, Proformative. John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems.

Webinar Date: Tuesday, July 7, 2015 at 2 p.m. ET/11 a.m. PT
Where: Live Educational On-line Webinar – Register at    

About Altius

Altius enables senior finance executives to better understand and manage the vast amounts of data that drive their businesses. Its Business Intelligence solutions allow clients to gain control over disparate spreadsheets by centralizing them within a secure system. Built on the Microsoft application platform, Altius’ products are easy to implement, interfacing seamlessly with a company’s existing software. Organizations of all sizes and across multiple industries utilize Altius to gain accurate, efficient, and critical insights into their data— reducing errors while saving both time and money.

To learn more about Altius, please visit or follow us on twitter

About Proformative, Inc.

The leading online professional development platform for the office of the CFO, Proformative enables finance professionals to make smarter business decisions, connect with their peers, build their skills and advance their careers. In addition to an unparalleled peer-to-peer knowledge-sharing community, members also have access to Proformative Academy™, which provides excellence in online learning through highly focused courses taught by experienced finance practitioners. Based in Silicon Valley, CA, Proformative reaches 2 million users annually, ranging from CPAs and financial analysts to Controllers and CFOs, from startups to Fortune 500 companies.

For more information about Proformative, please visit


Proformative is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
NASBA – Sponsor Number: 109504

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Sarah Lampe
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