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Event Description:

Join Procurify and Robert Half for a virtual panel with four leading senior finance executives from across Canada and the US. In this session, we will explore their perspectives on the world of work and how leadership evolution in the new economy impacts the CSuite. Discussion points include how the pandemic is impacting employee relationships and workplace culture in a remote world, and new challenges and priorities that finance professionals will face in 2021 and beyond.

Following the session, attendees will also be invited to an interactive networking breakout session to share best practices and challenges and to meet other guest speakers.

In this session, guests will learn:

  • How finance executives are approaching hiring, onboarding, and career development within a remote/hybrid workforce

  • The new role of the finance business partner, and how to lead proactively in collaboration with the CSuite 

  • Lessons learned and strategies for scenario planning and contingency plans for a downturn/black swan event 

  • How to make effective decisions surrounding cash and spending during a downturn 

CPD Hours for Canadian CPAs

Claim 1.5 CPD hours 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

Watch The Recording

What's in it for you? Benefits of attending

How Finance Leaders Are Adapting Within The New Normal

On Demand - 1 Hour 

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

Clint Murphy
Chief Financial Officer, Mosaic Homes

Clint Murphy is the Chief Financial Officer at Mosaic.  He has worked in finance and accounting within Real Estate Development since 2010 and previously worked at KPMG for eight years in Vancouver and Bermuda in assurance services. 

He holds the Chartered Professional Accountant (CPA) designation and received a Master in Professional Accounting (MPAcc) from the Edwards School of Business at the University of Saskatchewan.  He lives in Vancouver with his wife and two boys where you can find him coaching hockey, basketball, or running outside.

Morgan Whitney

As Chief Operating Officer, Morgan is responsible for all business operations and strategy at INDOCHINO. In this role, she leads the Retail, Supply Chain, Business Intelligence and Legal functions. Morgan was previously INDOCHINO's Chief Financial Officer, overseeing the financial performance of the business, including oversight of enterprise risk management process and other governance activities.

Joining after an eight-year tenure at Lululemon Athletica, Morgan has broad experience in a fast paced, omni-channel retail environment. She led the finance team responsible for new market entry, as well as the ongoing financial compliance related to Lululemon’s global expansion efforts. In this, and other roles, Morgan has partnered closely with IT teams to develop, implement, and manage systems that support the financial reporting and analysis needs of the company.  

Morgan Whitney is recognized as one of the top leaders in the industry. In 2018, she was named a Top Alumni under 40 for Ernst and Young. In 2019, BC Business Magazine named Morgan one of B.C.’s Most Influential Women in Finance.

Chief Financial Officer, Indochino

Tracey Swain

Tracey Swain is a CPA and has worked in progressively more senior finance roles for over 25 years in organizations such as Adidas, lululemon, Air Canada, Fortis BC, and most recently was CFO of O2E, parent company of home service brands including 1-800-GOT-JUNK?  

She is a board member and Chair of the Finance and Audit Committee for Agrifoods including brands like Happy Planet and Earth’s Own among other brands that are bringing the healthiest foods from farmers to Canadians and most recently now also to Americans too with a recent market expansion.

 Board Member,  
Happy Planet Foods

Client Murphy

Chief Financial Officer, Mosaic Homes

Morgan Whitney

COO - Indochino

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.

Tracey Swain

Former CFO, O2E Brands 
Board of Directors - Happy Planet Foods

October 21st, 2020    
 10 am PST // 1 pm EST 

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