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Webinar Recording

Financial Management for Growing High-Tech Companies: How to Build a Scalable, Renewals Driven Business

Date: Friday, April 21, 2017
Time: 2:00 pm - 3:00 pm EDT
Whether your company is growing or revenue models are shifting, both create standout challenges for any finance organization. But when they occur simultaneously, the issues simply compound. High-tech companies aren’t the only ones with this unique challenge as many firms are growing quickly and offering their solution as a subscription or service.

How should the finance function operate in this evolving business world? What kinds of technology and functionality are becoming critical to continued growth and ongoing financial excellence?

Join us in a webinar on Friday, April 21st as we examine the best practices in Financial Management for high-tech and ‘as-a-service’ firms. You’ll hear from Brian Sommer, Founder and Tech Industry Analyst at Vital Analysis and Kevin Roberts, Director of Platform Technology at FinancialForce as they discuss the evolving financial requirements High Tech/SaaS Companies face.
After attending this event you will be able to:
Know when to move away from starter or obsolete financial software and how high growth must be factored into a firm’s strategic plans
Determine the critical new functionality (e.g., revenue recognition management) that must be present and why patchwork spreadsheets won’t scale
Identify the complexities that new as-a-service accounting requirements will place on your growing firm
Document best practices, technology requirements that help companies shift business models and grow effectively
Protect recurring and non-recurring revenue by supporting the entire customer lifecycle from sales, to billings, and customer renewals

Speakers

Brian Sommer, Founder and Tech Industry Analyst, TechVentive
Brian Sommer
Founder and Tech Industry Analyst, TechVentive
Brian Sommer is an IT industry analyst who covers the ERP, finance and HR sectors for Diginomica and other publications. Brian’s Financial Accounting expertise is extensive. He began his career began by re-writing an accounting software suite for a major oil & gas firm. Brian was on the editorial advisory board of the Journal of Accounting Information Systems. He led Accenture’s global Finance & Performance Management practice while also its Worldwide Director of Software Intelligence. Brian has led finance & HR shared services projects for major global firms and was a quality assurance partner on large global HR projects, too.

Brian has won the Software Advice’s 2011 Authority Award – ERP Expert (2011) and the 2014 and 2015 ERP Writer’s Awards. Brian is a frequent guest lecturer at major university MBA programs. He has a BBA (Marketing) and a MBA (Finance) from the University of Texas at Austin.
Kevin Roberts, Director of Platform Technology, FinancialForce
Kevin Roberts
Director of Platform Technology, FinancialForce
Kevin Roberts is Director of Platform Technology at FinancialForce and has been with FinancialForce since the company’s inception during which time he has been a key figure in the rapidly evolving salesforce.com, Force.com and FinancialForce.com ecosystems. Kevin has over 25 years back office systems integration experience across a wide variety of technical environments and also has over 6 years of salesforce.com system administration experience. Kevin has held a variety of Consulting, Product Management, Pre-Sales and Sales leadership positions with Cap Gemini, Lynx Financial Systems, CODA and UNIT4 in both the UK and the US.
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