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Event Description:
2020 has been a year of learnings, challenges, and changes for finance leaders when facing a downturn and remote work. Many organizations had to readjust their budgets and forecasts, lockdown spending and expenses while supporting their team as a finance business partner.

In this 1 hour session - hear from the experts from Jirav, Avalara, and Procurify on their biggest mistakes and learnings they made in 2020, and how they will be improving their financial operations differently for 2021 success.

In this session, you will learn: 

  •  How to speed up your month-end close processes by up to 70% for 2021

  •  How to stay agile as a finance business partner 

  •  Automating your approval strategy and save your finance teams hundreds of hours in Q4 to start off the new year with a bang

  • What forward-thinking CFOs are focusing on in the new year

CPD Hours for Canadian CPAs

Claim 1 CPD hour for your professional development and learning upon attendance. 

*Only valid for Canadians CPAs

Ask our experts anything. Gain valuable insights from real-life examples and lessons learned, so that you can make better decisions for your own organization.

Learn from Like-Minded Leaders Through Interactive Q&As 

Opportunities to meet and discuss challenges and opportunities with other finance leaders through an optional breakout session and live chat.

Connect With Your Peers in Real-Time

Featured 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


What's in it for you? Benefits of attending

Future-Proofing Your Budgets and Approvals for 2021 Success

On-Demand Webinar

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

Blake Oliver, CPA
Director of Marketing, Jirav

Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker who specializes in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in the accounting profession by CPA Practice Advisor. He is the director of marketing for Jirav and co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.

Jirav delivers smarter financials and faster insights, helping you understand where your business has been and forecast where it’s going. Their all-in-one budgeting, forecasting, reporting, and dashboarding solution offers faster implementation and a more intuitive interface allowing finance leaders to build financial models in hours, not days, and generate financial reports in minutes, not hours.

Jeffrey Roth

Avalara is revolutionizing sales tax compliance - a fundamental business process that has taken
center stage as judicial decisions, e-commerce and the desire for seamless systems integration
continue to shape the space! 

As Avalara's Vice President of Strategic Alliances, Jeff leads a
dynamic partner-focused team responsible for Avalara’s North America Go-To-Market and "Go-
To-Partner" strategies and has the pleasure and responsibility of creating new sales and growth
with its Marketing & Sales Partners (MSPs), Accounting Firms (ACPs) and System Integrators
(SIs). Jeff’s team collaborates with other teams at Avalara including sales, publisher channels,
marketing, product development, business developement and services, all of which play
integral roles in creating company success.

VP Strategic Alliances, Avalara

Bevan Van Der Berg

As Procurify's VP of Finance and Operations, Bevan is responsible for leading the finance team with a strong focus on streamlining financial operations while working closely as a finance business partner with marketing, product, and sales.

Procurify is a SaaS spend management solution that manages over $7 billion of organizational spending for fast-growing companies around the world.

Prior to Procurify, Bevan dedicated almost six years to Hootsuite in a variety of senior financial planning, analysis, and business performance roles. During his time at Hootsuite, van der Berg helped the company grow revenue by 5x, expand into new markets, and shape the strategy for ongoing global growth.

VP Finance and Operations,

Event Sponsors:

Founded in 1948, Robert Half is the world’s first and largest specialized staffing firm. The company has more than 300 staffing locations worldwide and offers hiring and job search services at For additional career and management advice, visit the Robert Half blog at


Procurify is a SaaS spend management platform that makes tracking and controlling company spend easy, efficient, and valuable. As a fast-growing, remote-first Series B funded startup, Procurify has managed over $7 billion dollars of organizational spend around the world with users in more than 100 countries.

On-Demand Webinar


Can't make this event?

SIgn up anyway and we'll send the recording and slides your way. 

Blake Oliver

Director of Marketing

Morgan Whitney

Jeffrey Roth - VP Strategic Alliances

Bevan Van Der Berg

VP Finance and Operations,

Dani Hao - Moderator

Dani Hao is disrupting the male-dominated industry of finance/accounting content with her podcast Spend Culture Stories, which is now a leading podcast on iTunes, Spotify, and Google Play in U.S & Canada.
The podcast provides a platform for finance leaders to be vulnerable to the challenges and learnings when people, organizations, and spend meet.

Dani also jump-started the Spend Culture Chats event series, creating a community platform that encourages mentorship, collaboration and learning for finance and operations leaders in U.S & Canada.
A true advocate for diversity and connectivity initiatives beyond the office, Dani believes in creating memorable and inspiring experiences that turn colleagues into friendships.

Community & Events Manager,

Dani Hao - Moderator

Community & Events Manager,