Twenty-minute tales from the front lines of finance.

How / When to migrate to a more efficient ERP

3:00pm ET / 12:00pm PT, Thursday, November 12, 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.

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: 

  1. Some of the reasons companies decide to shift to a different accounting solution. 
  2. How they evaluate the alternatives. 
  3. A project plan for migrating to a new system. 
  4. How to make sure all stakeholders, including any third-party software vendors are involved in the effort. 
  5. 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. 

Three tips and tricks.

  • What factors should a company 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 accomodate a new accounting platform.

Speakers

Winston Dimaano

Winston is a seasoned leader and builder of finance and accounting teams for Enterprise SaaS startups and is currently the Corporate Controller at Harness. He has experience in capital fundraising, budget planning and forecasting, and business operations, and technical expertise in implementation and scaling of accounting processes and financial systems.

The Value of Strategic Finance at your Fast-Growing Company.

3:00 pm ET / 12:00 pm PT, Wednesday, September 16th, 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.

Register now

Accelerating your monthly close with automation.

2:30 pm ET / 11:30 am PT, Wednesday, September 23rd, 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.

1:00pm ET / 10:00am PT, Tuesday, October 6th, 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.

2:00pm ET / 11:00am PT, Tuesday, October 20th, 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.

2:30pm ET / 11:30pm PT, Wednesday, December 16, 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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Other 

Twenty-minute tales from the front lines of finance.

The Value of Strategic Finance at your Fast-Growing Company.

3:00 pm ET / 12:00 pm PT, Wednesday, September 16th, 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.

Get the video

Accelerating your monthly close with automation.

2:30 pm ET / 11:30 am PT, Wednesday, September 23rd, 2020

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

Get the video