May 4, 2017 – Xlerant’s Inaugural User Conference Brings Financial Leaders Together For A Unique Peer Collaboration Experience

Finance Executives Identify Employee Engagement and Collaborative Budgeting as Key Cross- Industry Trends

XLerant, a leading provider of cloud-based budgeting, forecasting, and reporting solutions, is pleased to announce the successful culmination of its first annual user conference, a two-day budgeting retreat held April 17-19, 2017 at the Marriott Hotel & Spa in Stamford, Connecticut. Roundtable discussions, led by financial executives from across the nation, revealed cross- industry trends towards collaborative, decentralized budgeting models dependent on effective employee engagement strategies.

Conference attendees like Clint LaRue, Executive Director for Budget and Financial Services at Oklahoma Christian University, described the conference as a valuable experience, providing an opportunity for the exchange of relevant budgeting best-practices. “Like many higher education institutions, we recognize the valuable input from faculty and staff in the budgeting process,” said LaRue. “As we move towards a more collaborative budgeting model, BudgetPak enables us to make the process simple, engaging and allows us to make the most efficient use of limited resources. This conference has given us insight into how other organizations are using BudgetPak tools and features that will help us move forward more effectively with our strategic budgeting goals.”

“The conversations with other users provided critical insight into dealing effectively with our business units and effectively scoping out our future. The personal attention from XLerant’s top executives was unprecedented – their receptiveness to our ideas and suggestions was refreshing,” Karen D’Anjolell, Enterprise Reporting Administrator, NJM Insurance Group, said.

Attendees represented a broad range of industries and organizations spanning higher education, nonprofit, insurance, and healthcare. XLerant customers and partners, along with XLerant’s own experts, shared case stories and collaborated on timely fiscal topics such as forecasting and projection methodology, headcount and revenue planning, advanced reporting and integration with Excel, along with time-tested approaches for actively engaging team members in the process.

“XLerant’s mission is to give finance professionals and executives the tools they need to engage users, so budgeting can become an easier, more successful activity across the entire organization,” said Joanne Brunn, CEO of XLerant. “We were thrilled to host this foundational conference to bring diverse organizations together to explore the importance of user engagement within a strategic budgeting framework, with actionable steps for a positive impact on budgetary planning and fiscal outcomes.”

About XLerant:

XLerant provides cloud-based budgeting, forecasting and reporting solutions designed with easy to use interfaces that make a complex process accessible for finance teams and budget managers alike. XLerant’s software-as-a-service (SaaS) solutions serve small to mid-size enterprises who value collaborative environments as an effective way to engage employees and achieve their strategic objectives. The company’s premier product, BudgetPak, has been recognized for outstanding usability, quick implementation and exceptional support. For more information visit or follow @XLerant. Engage. Empower. Achieve.