Webinar

Series:

Preparing for 2021 – Budgeting

Finance and accounting teams face the dual year-end crush of closing the books in 2020 and preparing for 2021. We take a look at some of the things that can be done today to prepare for the onslaught. Lattice will provide insights on their budgeting experience including working with both Pilot financial provider and Airbase spend management software as a case study.

42mins

About this webinar.

Finance and accounting teams face the dual year-end crush of closing the books in 2020 and preparing for 2021. We take a look at some of the things that can be done today to prepare for the onslaught. In this session, we consider the budgeting process. We’ll hear from:

  • Pilot a financial provider of bookkeeping, tax, and CFO services.
  • Airbase a spend management accounting automation platform. 
  • Lattice a people management platform and client of both Pilot and Airbase. 

Pilot and Airbase have extensive experience supporting companies with their accounting products and services. These are particularly important to supply timely, quality financial information to the planning process. We’ll hear from each on how they help companies with their budgeting. Lattice will provide insights on their budgeting experience including working with both Pilot financial provider and Airbase spend management software as a case study.

What you'll get.

Best practices for budgeting for 2021.
Real-life examples from the Lattice team.
Ideas to prepare for closing the books at year end.

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About the speakers.

About the speaker.

Jason Lopez

Controller
at
Lattice

Jason Lopez is currently the Controller at Lattice, having begun his career at PwC and Upwork. Prior to joining Lattice, he worked at a series of SaaS start-ups, often as the sole person in the Accounting department.

Nick DeCesare

Finance Manager
at
Lattice

Nick DeCesare is currently the Finance Manager at Lattice, his third stint in SaaS FP&A. Prior to working at SaaS startups, Nick worked as a project manager at AT&T.

Jake Fohn

Solutions Architect
at
Pilot

Jake is on the finance team at Pilot, where he consults with customers on financial processes best practices and how to best scale accounting operations from early stages to IPO. Before joining Pilot, he audited both Fortune 500 companies and startups at KPMG.

Jason Palleschi

Product Marketing Director
at
Airbase

Jason Palleschi has 20 years of experience in planning and executing marketing strategies for B2B SaaS-based providers ranging in size from early-stage startups to Fortune 500 companies.