E78

Join us for an upcoming FP&A Luncheon on October 29, 2024, hosted by E78 and Workday Adaptive Planning at Bin 14 in Hoboken, NJ. Discover the latest AI and Machine Learning enhancements in Workday Adaptive Planning that are setting new benchmarks in financial operations. This session is ideal for those ready to move beyond manual Excel-based tasks to more advanced, efficient, and error-free processes. What you’ll learn: ·        Efficiency through AI ·        Transitioning from Excel ·        How to evaluate your FP&A functions RSVP today to reserve your spot: https://lnkd.in/e6DfBTRM #FPALuncheon #FinancialPlanning #AI #MachineLearning #Workday #FinanceEvents #AdaptivePlanning #Automation #NetworkingEvent

We are excited to be partnering with EliteCX, a leader in customer experience (CX) solutions, to handle the implementations for our CX initiatives. What this means for our clients: ☑️ Expanding Our Consulting Capabilities: Apart from offering functional consulting in CX, we can now provide technical consulting resources, differentiating us in the market. ☑️ End-to-End Expertise: From in-depth initial consultations to detailed technical roadmaps, we're equipped to guide you from your current state to your ideal future state, aligning precisely with your business goals. ☑️ Unbiased, Agnostic Approach: Our collaboration ensures that we remain completely neutral in our evaluations, providing you with the best, unbiased recommendations. This partnership not only enhances our service offerings but significantly increases our ability to consult thoroughly, adding substantial value across all dimensions of customer experience. To learn more, read the article from James Anderson at Channel Futures here: https://lnkd.in/e3sftUN4 #Partnership #CustomerExperience #TechnicalConsulting

If you missed our post from a few weeks ago featuring insights from Managing Director, Jessica Hanzie Leonard, CPA, MBA on "Maximizing Growth and Profitability Through Strategic Budget Planning," here’s another chance to give it a read and download the budget planning checklist. This article underscores the critical importance of thorough budget planning for private equity firms and their portfolio companies as they strive for long-term success and operational efficiency. The provided checklist serves as a practical guide, helping you create a well-structured budgeting process that aligns with your strategic business goals, ensuring you unlock value at every stage of your financial planning. Read the article and download your checklist today to begin leveraging your budget planning as a strategic tool that propels growth and profitability. https://lnkd.in/etpc4BGs #StrategicPlanning #FinancialManagement #PrivateEquity #BudgetPlanning

Join us for an exclusive happy hour and discover the future of business communication with E78, Observe.AI, and Zoom. Wednesday, October 23, from 4:00pm to 7:00pm Location: Karbach Brewing Co., 2032 Karbach St, Houston, TX 77092 Event Highlights: ☑️ Explore Zoom Workplace: Dive deep into the advanced capabilities of the Zoom platform and see how it can revolutionize your organizational communication. ☑️ Enhanced Collaboration: Learn how the seamless integration and collaboration of E78, Observe.AI, and Zoom can significantly boost your team's productivity and connectivity. ☑️ Optimize Costs: Discover effective strategies to leverage the impressive features of E78 and Observe.AI without stretching your budget. This is a unique opportunity to network with business leaders, IT professionals, and decision-makers, all while enjoying the relaxed ambiance of one of Houston’s favorite breweries. Limited Seating Available: To ensure a focused and engaging experience, seating is limited. Reserve your spot today to avoid missing out on this opportunity to elevate your business communication strategies. https://lnkd.in/eHk6H27W #BusinessCommunication #HappyHour #Networking #HoustonEvents #InnovationInTech #KarbachBrewing #ITProfessionals #BusinessLeaders

In this whitepaper, “The Data-Driven CFO”, we share insights into how CFOs can leverage data to drive decision-making and operational efficiency within their organizations. Perfect for strategic planning, this whitepaper is a must-read for forward-thinking finance professionals looking to enhance their decision-making capabilities and drive meaningful business outcomes. Key highlights include: ☑️ Shift from reactive financial oversight to proactive data-driven strategies ☑️ Harness robust data analytics and visualization tools to unearth valuable insights ☑️ Mitigate challenges such as supply chain disruptions and talent shortages through informed data usage Download a copy today: https://lnkd.in/eaknZamC #CFO #FinancialLeadership #DataDrivenDecisionMaking #BusinessIntelligence #StrategicPlanning

We are proud to announce that E78 has been named a finalist for the 23rd Annual M&A Advisor Awards from The M&A Advisor! These prestigious awards celebrate the leading professionals, firms, and transactions in M&A and we’re honored to have been recognized in the categories of Accounting/Due Diligence Firm of the Year and Product/Service of the Year (our E78 Nexus Marketplace).   We’d like to extend our congratulations to all our fellow finalists. We look forward to continuing to deliver platinum-level services and solutions for our #PrivateEquity clients across the middle market, advancing what it means to represent #ThePowerofE.   You can read the announcement here: https://lnkd.in/eXNdea4B And the full list of finalists here: https://lnkd.in/eBs7yQsV #Accounting #DueDiligence #Awards #Marketplace

Will lower interest rates help PE firms return to better days? https://lnkd.in/ekmDzaHW According to Bloomberg, while the capital markets may be stabilizing, the real impact lies in how firms optimize their portfolios. At E78, our leaders have seen how driving strategic improvements in specific areas can turn challenges into opportunities. Brendan Klein, Sr. Managing Director of Performance Improvement practice, partners with clients to optimize EBITDA by improving performance in key business areas: revenue cycle improvements, working capital efficiency, operational enhancements, cost optimization and capital efficiency. John Buccola, E78’s CTO, transforms client technology systems from cost centers to value creators through proactive cost management and aligning IT investments with long-term growth strategies. Contact us to learn more about how E78 can help you focus on value creation and long-term performance improvement: https://lnkd.in/eqnBK-5m #PrivateEquity #ValueCreation #OperationalExcellence #CostOptimization #CapitalEfficiency #EconomicOutlook #E78

Private Equity Portfolio Company CEOs and CFOs: Learn about advancing company performance with strategic FP&A, CEO-aligned KPIs, and scalable reporting systems in this whitepaper. During budget planning season, the alignment between CEOs and CFOs is more critical than ever. This guide dives into the core practices vital for driving growth and resilience in your organization. It emphasizes the significance of syncing strategies between the CEO and CFO to harness comprehensive organizational visibility and foster a collaborative atmosphere conducive to informed decision-making. Highlights Include: ✅ Strategic alignment of business models and enterprise planning ✅ Effective organization scaling and action-oriented frameworks ✅ Enhanced performance monitoring and KPI tracking for agile decision-making and rapid growth ✅ How to build a financial reporting system that scales with you Download it now to reshape the way you approach this budget season and align your financial strategies: https://lnkd.in/eCKjpnRu #PrivateEquity #FinancialLeadership #BudgetPlanning #BusinessStrategy #PEPortfolioManagement #CFO #CEO

Protecting sensitive information is essential for organizations today. In this post, Kevin Lewis, MS, CISSP, PMP, CEH, Sr. Managing Director & CISO at E78, discusses our achievement of SOC 2 compliance, emphasizing its critical role in enhancing data security and privacy for our clients. SOC 2 compliance isn’t just a standard; it's our commitment to maintaining rigorous data security, instilling trust, and ensuring that our clients can focus on their core business operations with peace of mind. Read the full post here: https://lnkd.in/ewjdxiU4 #DataSecurity #SOC2 #CyberSecurity #E78 #DataProtection #TrustandSecurity 

Organizations are constantly working around disruptions—from global pandemics to economic shifts—the need for resilient and agile operational strategies has never been more critical. In this whitepaper, "7 Ways Cloud ERP Helps Organizations Build Resilience and Agility", we explore the pivotal role that cloud-based Enterprise Resource Planning (ERP) systems like NetSuite play in transforming businesses. Discover how moving away from platforms like QuickBooks to more robust systems can safeguard your operations against unpredictable challenges. Download our whitepaper here: https://lnkd.in/gXf_Tq6U #CloudERP #BusinessResilience #OperationalAgility #NetSuite #QuickBooks #DigitalTransformation #ERPSystems #BusinessStrategy #TechLeadership