20-Minute Tales from the Frontlines of Finance.

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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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.

Register to receive your invite, or to receive the recording of the event once complete.

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. 

Speakers.

Sonduren Fanarredha

Sonduren Fanarredha is the Director of Product Marketing at Airbase, responsible for Airbase's go-to-market and product marketing strategy. He holds a Bachelor of Accounting (Honours) from Brock University and began his career working in various capacities across government and firms like the Canada Revenue Agency (CRA), Gibb Widdis Chartered Accountants, and Wolseley Canada. This included experience in the preparation of business tax returns, preparing financial statements, and managing the balance sheet and P&L accounts. In addition to his experiences gained building his own small businesses he pivoted into marketing in the computer software industry and played pivotal roles for leading companies like Microsoft Canada, Intelex Technologies & Kira Systems.

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 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.

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

April, 2021

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.

May, 2021

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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High-impact finance teams.

June, 2021

Pedro Barros, VP Finance from Remote, has a strong POV on the importance of high-impact finance teams. He’ll join us for our 20 Minute Tales From the Frontlines of Finance to share how finance teams can position themselves as key drivers for the success of fast-growing businesses. He’ll illustrate what he means by sharing two different tales.

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Sales tax on SaaS products: New rules – new remote practices — new exposure.

August, 2021

In this session, we'll look at how changes to the regulatory environment, and the expansion of remote work, have impacted sales tax requirements.

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How Airbase raised $60M in 10 days.

Thu, Oct 14 • 2:30pm ET / 11:30am PT

How Airbase Founder and CEO, Thejo Kote, made his case to investors and closed a $60M Series B round in 10 days.

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Other 20-Minute Tales from the Frontlines of Finance.

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