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Webinar Recording

Finance on the Customer-Centric IT Stack

Date: Thursday, April 26, 2018
Time: 2:00 pm - 3:00 pm EDT
From CRM to collaboration and productivity, finance leaders want their teams working on the same customer-centric IT stack as the rest of the organization.

Over the past two decades, cloud- and mobile-based platforms have increasingly become standardized. But it’s not just convenience and ease of use driving adoption: now it’s all about improving customer experience through a single source of truth. Instead of waiting for days or even weeks for teams to be on the same page, everyone from sellers to accountants can do their work with the same view of critical customer data. The data we present in this webinar reinforces this movement, strongly suggesting that CFOs and other finance leaders know they can drive better results by using the same customer-centric IT stack as the broader business.
Join this webinar and learn why:
Most businesses have integrated their financial systems with CRM.
High-performing finance teams want their financial systems running on the same platform as other business applications.
High-performing finance teams synchronize data instantly, not in days.
If your finances aren’t cloud- and mobile-ready, you’re getting left behind.

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.
Pedro Ramirez, Director of Operations and Finance, BEPC, Inc.
Pedro Ramirez
Director of Operations and Finance, BEPC, Inc.
Pedro is responsible for the oversight of center of excellence for an international consulting and staffing company which provides engineering and IT staff services to the pharmaceutical and IT industries. Pedro prepares and manages forecasts and financial needs of the company with emphasis on financial analysis and future growth opportunities. Additionally, Pedro is responsible for preparing financial reports for strategic planning purposes.
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