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During this virtual panel event, learn how you can build a comprehensive procure-to-pay process using the leading fintech tools in the space today. 

Learn how to empower your team by improving your spend management process. Implement an online approval workflow, gain visibility into your cash flow and budgets, and streamline your invoices, so your team can focus on what actually matters. 

In the session, we'll share best practices, customer stories, and actionable insights so you can build the tech stack that's right for you.

Get Practical Resources In Real Time

There is a lot of content piling up in our email inboxes and bombarding us on LinkedIn. Hear what resources our experts are using everyday.

Ask our experts anything. They will tell you what is working during this uncertain environment and how to prepare for the future.

Learn from Like-Minded Leaders Through Interactive Q&A 

Change management is a reality organizations are dealing with during this uncertain time. Use these tips to motivate your team.

Lessons in Best Practices and Processes That Work

Featured Fintech Tools & Speakers

Rachele Collins, Ph.D.

Rachele is responsible for APQC's best practices research in financial management, including the development of the research agenda, working with partners and alliances, serving members, presenting thought leadership, and developing new relationships and connections. She has been conducting benchmarking research and working to help clients improve their processes and practices for almost two decades. 

APQC (American Productivity & Quality Center) is the world’s foremost authority in benchmarking, best practices, process and performance improvement, and knowledge management (KM).  

Principal Research Lead, Financial Management, APQC

Iain Rogers

Iain is the founder and general manager of Entreflow. His passion is working with start-ups and scale-ups that have a big vision. 

Entreflow is a boutique consulting firm, a highly unusual team of 18 Finance legends, HR leaders and Marketing ninjas. They are a licensed public practice CPA accounting firm, a licensed Recruitment agency and a certified Growth Marketing strategy practice. Entreflow is the only Accounting + HR + Marketing firm for start-ups and growth companies in Canada.

Founder & General Manager, Entreflow 

Phil Gray

Phil Gray leads the Operations team at Procurify, a fintech SaaS company helping organizations make business spending smart and simple. 

Procurify's work with organizations begins with helping them understand and align their organizational spending with their core values and business objectives.

Director of Operations, Procurify

Rachele Collins
Principal Research Lead, Financial Management, APQC

Iain Rogers

Founder & General Manager, Entreflow

Helina Patience
CEO, Entreflow

Helina Patience

Helina is a CPA, CMA with over a decade of experience in Finance & HR within multinational companies, across many industries. She is the CEO of Entreflow Consulting Group, where she helps small to medium-sized businesses get organised, grow, and crush their goals. She's a QuickBooks Elite Level ProAdvisor and a Silver level Xero Advisor. She holds vast global experience after living and working in Australia, India, the UK and Ireland. She's a theatre artist, ex-Secondary School teacher, rock drummer, ballet dancer, and whitewater kayaker. Safe to say, Helina is not your typical accountant... 

CEO, Entreflow 

Phil Gray
Director of Operations, Procurify

ON-DEMAND RECORDING

Benefits for Attending:

Fintech Tools for QuickBooks Online

Creating a Comprehensive P2P Tech Stack Using QBO As Your Accounting System

Thank you to our Sponsor!

At Westwood & Wilshire, we recognize that people are an organization's top asset. We are passionate about delivering premier talent to the world’s most innovative companies. We are particularly focused on companies ranging from VC-backed start-ups to mid-sized commercial entities and our assignments range from C-Suite to mid-management. Our firm has offices in Los Angeles, Silicon Valley, and Seattle, serving clients on a local, national and global basis.

Powered by Procurify

Brandon Roth
Sr. Manager, Technical Marketing

Bill.com is a provider of cloud-based software that automates back-office financial operations for small and midsize businesses. 

The company's AI-enabled platform creates connections between businesses and their suppliers and clients to help businesses manage their cash inflows and outflows.

Nathan Peabody

Nathan previously worked with Certify, another solution with Emburse, and ran the customer success department. He moved over to the partnerships channel at Tallie in December 2019. At Tallie, we humanize work by empowering employees, approvers, finance professionals and CFOs to eliminate manual, time-consuming tasks so they can focus on what matters most. 

Emburse brings together some of the world’s most powerful and trusted expense management and accounts payable automation solutions, including Abacus, Captio, Certify, Chrome River, Nexonia and Tallie. Over 14,000 organizations rely on Emburse’s solutions to eliminate manual processes, reduce risk, ensure compliance, and deliver deep spend insights to enable smarter, more informed decisions.

Head of Partnerships, Outsourced Accounting

Philip Ha

Phil has excellent relationships with customers from 30+ countries around the world. He is a champion and advocate for customers of Procurify and works closely with the product team. 

Procurify is reinventing the way organizations spend. Procurify is purchasing software that is intuitive, simple, and fast to set up. From onboarding to product training to support, we focus on making things easy. 

Customer Success Manager