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Business spending tends to happen in silos in organizations. While marketing is busy spending money on advertising, other departments like IT, HR, and Operations are also chipping away at the company budget.
Without a clear understanding of how money is being spent, it’s easy for a company to run into trouble—and run out of cash.

Many SaaS startups who were not able to adapt quickly to the changing economic conditions have unfortunately gone under in 2020, or at the very least, have locked down spending due to the lack of funding and loose spend controls.

As a founder or CFO of a software startup, understanding what people are requesting, where spend is going, and how spend is being approved can be the hidden lifeline of your company. Every dollar saved will maximize in value because these dollars can be reinvested in programs to grow revenue and extend runway.

Downturn or not, spend management gives companies greater control and oversight over the use of company resources so that they can be used for more strategic initiatives to grow the business.

In this session, you’ll learn:

-How to monitor spend and budgets effectively to extend your runway
-How to establish a spending policy that is at once fair but catches spend leakage
-Ways to implement cost controls around spending that is proactive, giving spend visibility to committed purchases before the invoice even arrives
-How to increase internal controls through an approval process around spend, and how to approach change management to get your team on board

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 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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Benefits for Attending:

How Finance Leaders Can Drive Growth Through Spend Management

On Demand - 1 hr

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

Chris Sands
Chief Financial Officer, MineralTree

Chris Sands is MineralTree’s Chief Financial Officer with responsibility for the
Company’s financial strategy and operations. Chris brings a breadth of financial
expertise having previously led FP&A, Investor Relations, and Treasury functions at
public companies as well as from several years of investment banking and sell-side
equity research experience. 


MineralTree is an Accounts Payable (AP) and payment automation solution provider relied upon by more than 2,000 mid-market and mid-enterprise companies, as well as more than 25 financial institutions. They provide a modern, secure, easy-to-use, end-to-end Accounts Payable (AP) Automation platform that digitizes and optimizes the entire AP Automation and Payment process.

Marc Zablatsky

Marc has a 25-year track record of financial leadership, fundraising and accelerating growth for early-stage companies, turnarounds, and international organizations ready to scale. He is a builder of businesses that leverage technology to have a positive impact on the world. Marc has extensive experience setting up and running teams in FP&A, Fundraising, Corporate Strategy, Operations, Business & Product Development, Quality Assurance, Customer Service, and Marketing. 

Before joining as a virtual CFO at Burkland, Marc was the VP & General Manager of Sitecues. Marc was instrumental in driving the company from an idea on a whiteboard, to prototype, MVP, beta, commercial release and pivots as it scaled to 100+ customers (Banks, Universities and the emerging Aging Marketplace). The company was granted 11 patents and sold to Vector Capital. 


Virtual CFO for Startups

Corinne Hua

Corinne Hua is the CFO at Thinkific, a Vancouver-based software company that is an all-in-one platform to help you easily create, market & sell your own online courses. 

Corinne has a very impressive track record of leading the finance function at many software companies, such as her previous role as VP Finance at Traction on Demand and VP finance at Axia NetMedia Corp in Calgary. She is a chartered professional accountant (CPA) in Canada and also has a CPA from the American Institute of Certified Public Accountants.

Chief Financial Officer, Thinkific

Chris Sands
Chief Financial Officer, MineralTree

Marc Zablatsky

Virtual CFO for Startups

Corinne Hua

Chief Financial Officer