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Capital Planning Optimization: Project Prioritization, Tracking, & Reporting at Sabra



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Credits: 1.2 CTP/CCM | 1.2 FPAC

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As part of a broader finance transformation effort, Sabra implemented a capital projects planning solution that integrated with their cloud-based enterprise EPM platform. This replaced a legacy Excel environment that lacked a single view of all capital projects, required manually intensive data management, and did not provide system driven financial DPI’s or project prioritization capabilities. Learn how Sabra leveraged the solution to deliver a single consolidated view of capital projects through the approval cycle that dynamically evaluates and prioritizes projects, enhances budget management capabilities, standardizes reporting, and enables advanced analytics and data visualization.

Learning Objectives
  • Learn how FP&A can deliver robust capital projects planning and reporting capabilities including the optimal usage of scarce financial resources through the usage of a purpose built solution tightly integrated with a broader EPM solution.
  • Discover tips, tricks, and lessons learned from navigating from a fragmented, complex Excel oriented, people dependent environment to a streamlined capital projects process and modern EPM solution including the critical role of change management, business readiness, and solution adoption.

This recording was originally delivered as a live event and is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP, CCM and/or FPAC credits.

Credits Confirmation
At the conclusion of the recording the accompanying quiz will appear. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records. If you attended the live version of this webinar, you cannot earn credit for the recorded as well.

Speakers

  • Philip Peck
    Vice President, Finance Transformation & Advisory Services
    Peloton Group
  • Brad Frankel
    Senior Director Corporate Strategy & Development
    Sabra Dipping Company, LLC