About this talk.

About

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. In this session we’ll look at:

Some of the reasons companies decide to shift to a different accounting solution.
How they evaluate the alternatives.
A project plan for migrating to a new system.
How to make sure all stakeholders, including any third-party software vendors, are involved in the effort.
The accounting and operational changes that may be considered as part of a project, e.g., changes to your chart of accounts, and changes to policies and procedures that govern workflows.

We’ll present a how-to migration guide, a process map to evaluate the company-wide workflows that impact your GL, and a comparison of before-and-after chart of accounts for companies making the transition.

Part of the 20-minute Tales from the Frontlines of Finance series.

Three tips and tricks.

What factors a company should look at when considering a switch from accounting software to an ERP.
How to plan for a switch from one software to another.
Some additional operational and policy changes that will be made to accommodate a new accounting platform.

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.

Accelerating your monthly close with automation.

September, 2020

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

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.

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.