Wednesday, October 9
2:00 pm – 3:00 pm Eastern
Spend Management: Finance's Key to Savings in Today's Evolving Environment
1 CPE Credit | Field of Study – Finance
Presented by Optis Consulting
Join the webinar, "Spend Management: Finance's Key to Savings in Today's Evolving Environment," hosted by Optis Consulting’s Timothy Nordin and Amin Moh. Designed for financial leaders, this session highlights growth opportunities and value creation strategies for 2025 and beyond. Learn from industry experts about leveraging technology and innovation to optimize operations and deliver on cost saving initiatives.
Presenters:
Amin Moh | Director | Optis Consulting
Timothy Nordin | Co-Founder and Managing Partner | Optis Consulting
Wednesday, October 16
2:00 pm – 3:00 pm Eastern
The Future of Finance: Integrating Operational and Financial Data for Strategic Advantage
1 CPE Credit | Field of Study – Finance
Presented by CrossCountry Consulting
In today's fast-paced business environment, CFOs and finance executives are under increasing pressure to deliver real-time, predictive insights. This presentation introduces a framework to integrate financial, operational, and external data to provide critical business insights. Explore how process improvement and design thinking principles can be leveraged to create foolproof processes that enhance the user experience and ensure efficient, accurate data management. We'll discuss the importance of creating executive personas and how tailored solutions can drive strategic decision-making and finance transformation. Whether your organization is starting its data journey or refining existing processes, this framework offers the tools to achieve informed, automated, and enhanced reporting.
Presenters:
Tom Alexander | Partner, Business Transformation | CrossCountry Consulting
Victoria Motes | Associate Director, Business Transformation | CrossCountry Consulting
3:00 pm – 4:00 pm Eastern
Secrets of Ultra-Efficient CFOs
1 CPE Credit | Field of Study – Finance
Presented by Oracle NetSuite
The first move in our five-step efficiency-boosting plan: Launch a process review. We lay out an eight-step framework to get your team some fast productivity wins.
From there, you can:
- Establish a finance team culture that continuously seeks efficiency gains.
- Evangelize for transparency as a productivity superpower across the organization.
- Engage technology to further increase efficiency — particularly by offloading morale-sapping repetitive tasks.
Presenter:
Tom Kelly | Director of Product Management | Oracle NetSuite
Wednesday, October 23
2:00 pm – 3:00 pm Eastern
A CFO’s Guide to Integrated Reporting Transformation
1 CPE Credit | Field of Study – Finance
Presented by Workiva
The landscape for business reporting is rapidly changing, requiring cross-functional teams to integrate financial and non-financial information into both regulated external reporting or non-regulated internal reporting. In addition to consolidated reporting, companies with multinational operations likely have to prepare multiple versions of reports to submit to various regional bodies.
Continued digital transformation in finance allows for more automation but requires greater reporting control, especially as new technology continues to change the reporting landscape. Learn from industry professionals who will share examples of how companies are using the Workiva platform to meet the evolving demands around the world for audit-ready, integrated reporting.
Presenters:
Sonali Aggarwal | Director, Product Marketing | Workiva
Simon Atherton | Director | Deloitte UK
Charles Carrington | Partner | Digital Controllership | Deloitte
Steve Soter | Vice President and Industry Principal | Workiva
3:00 pm – 4:00 pm Eastern
Streamline Credit Assessment and Boost Revenue in the AI-Driven Fraud Era
1 CPE Credit | Field of Study – Finance
Presented by Nuvo
Finance leaders ultimately own all revenue processes. However, the beginning of the revenue journey is fundamentally broken. New customers are difficult to assess for creditworthiness, fraud attempts are now powered by artificial intelligence, and finance teams either spend large amounts of employee time on diligence or accept high levels of risk.
The result is delays and limitations on revenue, direct financial losses from fraud and unpaid invoices, or painful process and high employee expenses.
Join this session to learn how to create a customer-friendly onboarding and ongoing risk assessment process that unlocks revenue, and gives worthy customers access to the trade credit they need.
Fraud Prevention Strategies: Understand common fraud tactics and discover practical steps to safeguard your business, including using government databases, verifying email domains, and implementing ID verification.
Enhanced Risk Assessment: Explore how top suppliers are using direct bank integrations to access business banking data—an often overlooked tool for accurate credit risk evaluation in B2B commerce—as a complement to bureaus and trade references. Industry Best Practices: Gain insights from a survey of 300 finance professionals on optimizing revenue process management.
Presenters:
David Fulham | Partnerships | Digital Controllership | Nuvo
Sid Malladi | Co-Founder and CEO | Nuvo
4:00 pm – 5:00 pm Eastern
Expectations vs. Reality for the Modern Finance Professional in 2024
1 CPE Credit | Field of Study – Finance
Presented by Pigment
Today’s finance leaders are often caught in a gap between the ideal role they’re expected - and want - to fulfill, and the day-to-day reality that’s holding them back. From being the strategic backbone of their organization, to being able to evolve and upskill their roles, to quickly grasping the impact of fast-paced technological innovations such as AI.
During this pre-recorded session, Benjamin Gammell, CFO at Brex, and Antonio Reza, former Head of Finance at Google, will have a candid discussion on their interpretation of the web of contradictions they encounter in their roles; how they are tackling challenges head-on; and how they are staying ahead in an evolving financial landscape in 2024.
Presenters:
Benjamin Gammell | CFO | Brex
Antonio Reza | Ex-Head of Finance | Google
Wednesday, October 30
2:00 pm – 3:00 pm Eastern
Future-Ready AR: Strategies to Transform Your Accounts Receivable
1 CPE Credit | Field of Study – Accounting
Presented by Deluxe
A successful receivables business prioritizes accuracy and speed, but the increase of time-consuming manual work, migration delays, internal miscommunication and workflow disruption have gotten in the way. What strategies could your team use to build a future-ready AR department? Deluxe’s Amy O’Brien and Mary Geary share their top strategies for handling moments of disruption and navigating digital AR transformation in this webinar.
Presenters:
Mary Geary | Integrated Solutions Architect, B2B Payments | Deluxe
Amy O’Brien | Manager, Executive Director of Delivery Services, Payments | Deluxe
3:00 pm – 4:00 pm Eastern
AI-Powered Financial Integrity: Strategies for the Big Finance Age
1 CPE Credit | Field of Study – Finance
Presented by Datricks
The Big Finance Age presents CFOs and financial leaders with unprecedented challenges in maintaining financial integrity. Skyrocketing data volumes, complex global operations, and evolving regulations amplify the risk of errors, non-compliance, and fraud. A new approach is required to protect your organization's financial health and reputation.
Presenter:
Roy Rozenblum | CTO and Co-Founder | Datricks
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