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Webinar Recording

The Customer-Centric CFO

Date: Thursday, May 31, 2018
Time: 2:00 pm - 3:00 pm EDT
Finance leaders must see customers in full color. CFOs and other finance leaders not only face short-term, traditional, quarter-to-quarter pressures, but they also must address a plethora of challenges including digital transformation, competition from disruptive startups, new technologies such as AI, and business model shifts such as revenue recognition. Unfortunately, CEO and board pressure have focused finance leaders on operational efficiency and regulatory compliance at the expense of middle to long-term growth. As the stakes mount for agility and growth, finance leaders must address five role shifts to a customer-centric approach to see customers in full color:
  1. From bean counter to business model strategist.
  2. From financial-only proficiency to enterprise-wide knowhow.
  3. From static forecasts to rolling agile forecasts.
  4. From adult supervision to co-innovation partner.
  5. From data aggregation to decision-making.

Speakers

David Krauss, Global Solutions Evangelist, FinancialForce
David Krauss
Global Solutions Evangelist, FinancialForce
David is an accomplished and modern enterprise software marketing and business development executive with almost two decades of experience launching business applications and cloud platforms across the globe.

He has held leadership roles at both larger enterprise software organizations and early stage start-ups, bringing to market new disruptive technologies in areas such as cloud, mobile, BI/analytics, social, and the M2M learning/IoT space.

David has spent the last few years growing several application businesses built on top of the Salesforce platform, including Fairsail's HCM solution (now Sage People); and FinancialForce's ERP and PSA offerings.
Nick Vandergrift, Chief Financial Officer, MS Companies
Nick Vandergrift
Chief Financial Officer, MS Companies
Nick is an experienced Chief Financial Officer and has been with MS Companies since 2012. Nick was Indiana Business Journal’s CFO of the year in 2015. He has also been a keynote presenter at the 2018 Gartner Data & Analytics Summit, and at Dreamforce in 2017. He is skilled in Data Analysis, Artificial Intelligence Applications, Operational Finance, Mergers & Acquisitions, and strategic planning. Nick has a Graduate degree focused in Accounting and Finance from Indiana University - Kelley School of Business. Nick serves as Board treasurer for Cornerstone Lutheran Church in Carmel, Indiana.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor FinancialForce
FinancialForce - Founded in 2009, FinancialForce is the leading Cloud ERP vendor with apps built entirely on the Salesforce App Cloud. The company’s Financial Management, Professional Services Automation (PSA), and Human Capital Management (HCM) offerings provide services-centric businesses with a platform that organizes sales, services, finance and HR entirely around their customers. Headquartered in San Francisco, FinancialForce is backed by Salesforce Ventures, Technology Crossover Ventures, Advent International and UNIT4.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits