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

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.

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About this talk.

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.

Three tips and tricks.

  • What infrastructure should be in place at each stage of a company’s growth? 
  • How to make a case for investing in accounting and finance foundations. 
  • Strategies for downstream resets when finance and accounting operations haven’t been a priority.

About the speakers.

Lisa Slater

Lisa Slater

Founder at Three Butterflies Consulting

Lisa began her career at PriceWaterhouseCoopers. She worked in corporate finance and academia before joining KongBasile Consulting, where she developed an interest in tech startups. She is an Adjunct Professor at Holy Names University. She also volunteers on the scholarship committee of the Financial Women of San Francisco. She has a Certificate in Sustainable Business Strategy from Harvard Business School Online, a MA Economics from University of St. Andrews, and a Masters of Accountancy from Golden Gate University. Lisa is a CMA.

Darcie Lamond

Darcie Lamond

Director of Brand at Airbase

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.

Learn how the #1 Spend Management Platform can help your company scale.

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