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Event Description:

In fast-growing pharmaceutical and biotechnology companies, saving time is critical. Lab operations are very time-sensitive, and orders and purchases can make or break a project.

In this online panel event, we shared ways to build an efficient requisition process using technology so that your scientists can focus on research while ensuring orders are being tracked and approved properly.

In this one-hour session, we discussed lab procurement best practices, such as creating an efficient lab purchase approval process, ways to automate large purchase order volume processing, as well as strategically managing the vendor-buyer relationship so you can save on contracts and get visibility into your purchases. 


Get Relevant, Applicable Learnings from Experts

Our experts are here to offer you valuable learnings that you can apply to your organization right away, to improve your financial operations.

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 CFOs Through Interactive Q&As 

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

Connect With Your Industry 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

How to make Finance and Operations Align in Your Purchasing Workflow

OnDemand Webinar  | 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

Craig Seaver
Procurement Manager

Recently graduating with an MBA and an MS in Biotechnology, Craig Seaver currently holds the procurement manager position for Sanmed Diagnostics. Joining the company when it started, Craig has worn a variety of different hats ranging from design and project lead of Sanmed's new lab space to handling every part of the procurement process, and everything in between. 

Livzon SanMed Diagnostics Inc. integrates diverse innovations in science, technology, and medicine to transform the care of people with serious diseases with a special focus on cancer. LSM is taking a multi-program, multi-platform approach to applying breakthroughs in liquid biopsy technology, to provide diagnostic information to direct targeted therapy and therapeutic immune responses.

James Neal

James is a degreed accountant that has been consulting on ERP systems for 25+ years and has been working in the Pharmaceutical industry for the last 18+ years. James has been involved in literally hundreds of implementations ranging from smaller pre-rev to large, multi-national, manufacturers.

AdaptaLogix is the only NetSuite provider focused solely on pharma and biotechnology companies managing clinical trials. Our platform consists of a set of predesigned modules specifically tailored for the pharma and life sciences context. Rather than customizations, the implementation of AdaptaLogix requires only configuration and tweaks specific to each customer.

Managing Partner, Adaptalogix

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.

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

Community and Events Manager, Procurify

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.

May 26th, 2021  
9 am PST // 12 pm EST 

Can't make the date? No worries - sign up and we'll email you the recording :)

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Craig Seaver

Procurement Manager, Sanmed Diagnostics

James Neal

Managing Partner, Adaptalogix

Dani Hao

Community and Events Manager (Moderator)