Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Turbo-Charging 2015 Growth

Across the Enterprise: How

Finance Leaders Drive Success

• Discover key tactics that finance leaders have deployed

to gain enterprise wide visibility

• Discover how to build better relationships across

departmental lines

• Understand what types of data and dashboards finance

leaders find essential to drive performance across

various functional areas

• Learn how successful finance leaders are planning to

drive growth in 2015

Learning Objectives

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Welcome to Proformative

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Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

Turbo-Charging 2015 Growth Across the

Enterprise: How Finance Leaders Drive

Success

Jay Roberts, CFO, AdvantEdge Healthcare Solutions

Jeffrey R. Allen, CFO Gold Group Enterprises

Agenda

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• Panel Introductions

• CFO Sentiments Going into 2015

• Panel Discussion

• Q&A

Gold Mobile

Gold Mobile is a provider of a unique cloud-based platform geared at enhancing companies’ mobile ordering, payment, and loyalty programs.

• Gold Mobile enables enterprises to engage with consumers “in-the-moment” while providing:

1. Personalized offers and content2. Real-time transactions and payments3. Instant rewards

Global Mobile clients include Fortune 500 global companies and brands, healthcare institutions, and retail merchants as well as partnerships with major banks and agencies who want to add mobile commerce to their enterprise client’s digital commerce and cash management deployments.

Jeffrey R. Allen, CFO

Gold Group Enterprises

© 2015 Proformative. Proprietary and confidential

AdvantEdge Healthcare Solutions

AdvantEdge is a technology-enabled provider of healthcare revenue cycle and business management solutions and business intelligence tools that substantially improve decision making, maximize financial performance, streamline operations and eliminate compliance risks for healthcare providers.

Proven solutions include medical billing, coding, revenue optimization, informatics, compliance and practice management. All are tailored to meet each client’s specific business needs.

Jay Roberts, CFO, AdvantEdge Healthcare Solutions

© 2015 Proformative. Proprietary and confidential

2015 CFO Sentiments*

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• 73.8% of senior finance executives feel very positive about the US economy in 2015

• 61.5% of Finance Executives indicate that their marketing initiatives will be the number one factor impacting their companies success

• 46.1% feel growing their customer’s experience is the most important driver of top line growth

• 66% of Finance Chiefs are concerned or greatly concerned about talent acquisition and retention in 2015.

• 73.8% of senior finance executives feel very positive about the US economy in 2015

• 63% of respondents indicating that increasing market share will be the single most common form of investment for their companies in 2015

* 2015 CFO Sentiments Study

2015 CFO Sentiments**

© 2015 Proformative. Proprietary and confidential 9

• On a 100-point index, with zero being extremely weak and 100 being extremely strong, CFOs give the U.S. economy an average score of 59, a marked increase from the 53 reported in the 2014 CFO Outlook and the highest level since the recession in 2008.

• For the first time in seven years, more than half (52 %) of CFOs report they expect to hire additional full-time employees in 2015

• CFOs report their companies are investing in retaining and attracting qualified employees by providing benefits, including 96% percent offering healthcare insurance. More than half also offer wellness programs (63 %), education funding (54 %) and flexible hours (52 %).

• Growth- market penetration (82 percent) and market expansion (74 %) are the most popular strategies. Forty-one percent expect their profit margins to increase, and 45 % believe they will remain the same.

• More than half (52 %) of CFOs report that the time they spend on strategic issues is increasing. Currently, they spend two-thirds of their time on tactical activities and one-third on strategic activities.

• Strategic time allocation: technological advances (61 %), risk management (60 %) and data management (59 %), HR issues (49 %) and communications strategies (40 %).

* * Bank of America Merrill Lynch 2015 CFO Outlook Survey

Discussion Roadmap

• Financial & Operational Visibility– Current State, Past State, Future State

– What value does 20/20 vision really bring

• Building better relationships across departmental lines– Marketing, Sales, HR

– What works and does not work

– What role does and should technology play

• Data and dashboards finance leaders find essential to drive performance across various functional areas– What and Why? How much data is too much?

– How do you Right-Size technology adoption?

• Driving Growth from Finance in 2015?– Key Strategies, Channels & Challenges

© 2015 Proformative. Proprietary and confidential

Financial & Operational Visibility

Jeffrey R. Allen, CFO

Gold Group EnterprisesJay Roberts, CFO, AdvantEdge Healthcare Solutions

Thank you for your interest in this presentation.

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presentation at:

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Turbo-Charging 2015 Growth Across the

Enterprise: How Finance Leaders Drive Success