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Event Description:

Traditionally, the finance team spends a large portion of time on menial tasks such as record keeping, transacting, and reconciliation. And while essential, these functions are oftentimes labor-intensive, manual, and repetitive. In fact, many teams waste hours of time chasing invoices, producing reports, and entering data entry.
In the current economic environment, the role of the CFO as a strategic partner is more important than ever. Financial leaders must now contribute to their organization’s recovery efforts and make difficult decisions around resource allocation, budgeting, and cash flow planning.


According to Andreesen Horowitz - “By necessity, today’s CFO is expected to be part data analyst and part systems architect, stitching together piecemeal data from rudimentary software products.”

 
The opportunity to innovate within the finance function is now an organization’s competitive edge. In 2021, it’s the CFO’s role to find innovative ways to give time back to the entire finance team, helping everyone become more strategic.

 
In this session, join Procurify, Jirav, and Apriocloud on a panel discussion and hear how finance leaders can begin to allocate more time and resources to focus on strategic business making rather than transactional chores. Only then do finance teams have the potential to build a better finance tech stack for the future.
 


Get a Head Start on 2021

Get a head start to jumpstart your finance organization by learning how to create a best-in-class tech stack for the modern times.

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

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What's in it for you? Benefits of attending


The Finance Leader’s Guide to Regaining Time in 2021

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

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.

Bruce A. Phillips, CPA


Bruce A. Phillips is a seasoned CPA and a passionate advocate for cloud technology. His leadership expertise running his own CPA firm, tenure as a CFO and COO of tech startups, and experience as a cloud technology beta tester, make Bruce one of the most respected names in cloud accounting.

Prior to co-founding Aprio Cloud, Bruce spent seven years at E&Y helping clients navigate challenging tax and compliance environments.

As the Managing Director and Partner of Aprio Cloud, Bruce is responsible for the overall growth of the firm.  With his passion for Cloud solutions, Bruce also leads the technology and innovation group within Aprio Cloud in search of the latest software to add efficiencies, reduce reliance on manual, repetitive work and capitalize on cutting-edge tools for financial advisors.  Bruce is a graduate of the College of William and Mary with a Bachelor of Business Administration in Accounting. 

Managing Director & Partner, Aprio Cloud

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 roberthalf.ca For additional career and management advice, visit the Robert Half blog at roberthalf.ca/blog

 

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.

March 16th, 2021
9 am PST // 12 pm EST 

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Blake Oliver, CPA

Director of Marketing, Jirav

Bruce A. Phillips, CPA

Managing Director & Partner, Aprio Cloud

Dani Hao

Community and Events Manager (Moderator)