20-Minute Tales from the Frontlines of Finance.

How to streamline the 4 operational areas of a fast growing company.

October, 2020

Meir Rotenberg is a highly experienced finance and operations executive with a deep focus on SaaS companies and especially leading startups to success. He is currently leading Revenue Operations and Financial Operations for Spiff.

About this talk.

About

Finance and accounting sit at the crossroads of FinOps, HROps, RevOps, and SalesOps. Building operational efficiency for all of these areas requires the participation of cross-departmental teams, including systems integrations and workflow syncing. Our guest will discuss the process of building out an operational infrastructure for a fast growing company. The talk will focus primarily on the various software tools that are used to achieve desired efficiencies through automation. We will also look at the criteria for deciding which tech stack will provide the best outputs to drive business objectives. Meir will draw on his experience in finance and his background as an engineer to discuss how systems can best address operational challenges of companies like his that are on a rapid growth trajectory.

Three tips and tricks.

  • Success criteria for the adoption of any system.
  • What it means to think like a systems person.
  • How to get company-wide buy-in for restructuring operations and the new tools it brings.

Speakers

Meir Rotenberg

Meir Rotenberg is Director of Operations at Spiff.  In his current role, Meir is focused on systems building around Revenue and Financial Operations. Meir is a highly experienced executive with a deep focus on SaaS companies and especially with leading startup success. He has previously lead finance, accounting, and operations functions. As an engineer, Meir approaches operations with a clear understanding of how software systems can elevate the performance of a company.

The value of strategic finance at your fast-growing company.

September, 2020

Amer Ali, Head of Strategic Finance & BizOps at Netlify,  a Series C company that pioneered the Jamstack category. Recently, Amer was named one of Floodgate Fund’s Anchor List top strategic finance professionals.

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Accelerating your monthly close with automation.

September, 2020

Dmitri Litin, Controller for AspireIQ, a community intelligence marketing platform.

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How remote work has impacted expense reimbursement policies.

October, 2020

Daryl Allen is the Director of Finance for Gremlin, an enterprise scaled Chaos Engineering platform. He has led the finance function since the company's formation and carried responsibilities over human resources and operations.

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How / When to migrate to a more efficient ERP.

November, 2020

Winston is a seasoned leader and builder of finance and accounting teams for Enterprise SaaS startups and is currently the Corporate Controller at Harness.

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Capacity planning for 2021.

December, 2020

It’s planning season and businesses everywhere are preparing 2021 budgets. In this session, Drew Schulz shares his novel, data-driven “capacity planning” model for creating budgets.

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Building scalable solutions for effective finance operations.

February, 2021

Join Teddy Collins, Sr. Director of Corporate Finance & IR at SeatGeek, in this conversation on how to set up your finance operations with scalable solutions. 

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How / When to migrate to a more efficient ERP.

March, 2021

There are many reasons why companies decide they need to switch their accounting software to a more comprehensive ERP solution. Whatever the reason, this big step involves many stakeholders and requires detailed planning.

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Setting up for success: How to establish finance and operations to support your company’s growth.

Thu, Apr 29, 2021 | 3:00pm ET / 12:00pm PT

In this session, early stage start-up consultant Lisa Slater will share tips on how to establish efficient systems, processes, and operations. Startups are better served when founders are free to focus on product-market fit and go-to-market strategies rather than operational issues and back-office concerns. An efficient setup supports the growth that all startups seek. Getting it right provides the tools needed to make good business decisions, and sets companies up to take advantage of opportunities.

Lisa’s tale will focus on how to identify, corral and organize the deluge of data following seed financing when startups are in hyper growth mode.

Lisa began her career at PriceWaterhouseCoopers. After working in corporate finance for many years, she founded Three Butterflies Consulting. Her passion is to free up founders’ time by taking care of finance and operations, so they can focus on growth and innovation.

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Procure-to-pay process: Vendor evaluation.

Thu, May 13, 2021 | 3:00pm ET / 12:00pm PT

Gil Adler is the Corporate Controller at BLADE, a technology-powered global urban air mobility platform, committed to reducing travel friction, by enabling cost-effective air transportation alternatives to some of the most congested routes in the US and abroad. Blade is in the process of going public via a SPAC with Experience Investment Corp. Join us as he shares his tales about the procure-to-pay process especially for companies growing from early stage to middle market. When the finance team is charged with handling RFPs for all departments, it needs to build an end-user mindset and a process that evaluates beyond price. Gil will discuss how he has found ways to shore up product knowledge and assess vendors without relying solely on Gartner or other third-party rating sites. He will share tips and tricks on the right questions to ask, and how to work cross-functionally in an organization when a product will be relied on by several departments. Our fun and informative 20 minute conversation will be followed by 10 minutes of your questions.

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Other 

20-Minute Tales from the Frontlines of Finance.

The value of strategic finance at your fast-growing company.

September, 2020
Finance

Amer Ali, Head of Strategic Finance & BizOps at Netlify,  a Series C company that pioneered the Jamstack category. Recently, Amer was named one of Floodgate Fund’s Anchor List top strategic finance professionals.

Get the video

Accelerating your monthly close with automation.

September, 2020
Accounting

Dmitri Litin, Controller for AspireIQ, a community intelligence marketing platform.

Get the video
All 
20-Minute Tales from the Frontlines of Finance.