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Webinar Recording

How Finance and HR Partner for Success

Date: Tuesday, July 28, 2015
Time: 2:00 pm - 2:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Traditionally, Finance and HR have operated in different realms that rarely come together except during the annual budget cycle. Well, yesteryear's model no longer works and Finance and HR need to become strategic partners.

This webinar will illustrate how finance and HR can work together to agree on business priorities and targets from a strategic perspective. We will also discuss the value that this collaboration can bring the business more broadly, including having the right people in place, accommodating for growth, and addressing knowledge gaps and streamlining operations.

We will discuss:

  • Recruiting and Talent Management
  • Finance and Operational staffing
  • Compensation - establishing policies (best methods) and budgeting
  • Benefits - the future of and interrelation with Finance
  • Technology


Scott Travasos, Chief Financial and Operating Officer, Santa Fe Christian Schools
Scott Travasos
Chief Financial and Operating Officer, Santa Fe Christian Schools
Scott Travasos is a recognized finanical leader. He has appeared on the cover of CFO magazine as a emerging leader in cloud finance and has spoken at numerous CFO conferences. Prior to joining Santa Fe Christian Schools, Mr. Travasos was the CFO for the global non-profit Business for Social Responsibility, a recognized leader in corporate sustainability strategy. At BSR Mr. Travasos oversaw offices and consulting in North America, Europe and Asia. Prior to BSR, he served as the CFO of the Blue Shield of California Foundation. Previously he founded and acted as executive director of GreaterGoal, an international nonprofit that uses sports as a medium to build life skills for underserved youth. He has worked on projects in six continents and in countries such as China, Myanmar, Yemen, Brazil and South Africa. A sports enthusiast, Mr. Travasos worked for the 1996 Olympics, as president and director of finance for a professional soccer team, and currently serves on the Board of Directors for the Bay Area Sport Organizing Committee (BASOC). Mr. Travasos holds bachelor of arts degrees in business and communications from Wheaton College and an master of business administration degree from Wake Forest University.
Patrick McGuire, HCM Global Solutions Executive,
Patrick McGuire
HCM Global Solutions Executive,
Patrick is the Global Solutions Executive for Human Capital Management at, the leading cloud ERP provider on the Salesforce1 Platform. As the Human Capital Management expert, he helps organizations solve challenges around human resource and talent management, recruiting, workforce intelligence, and enterprise collaboration. Patrick works with organizations of all sizes and in a broad range of industries helping them achieve their Human Capital Management and business goals.
Moderated by: Blair Cook, Corporate Director, Clarke Inc.
Moderated by: Blair Cook
Corporate Director, Clarke Inc.
Blair Cook is a many-time CFO, corporate director, and educator working with dozens of public and private companies; and professional bodies and post-secondary institutions across Canada.

His career is divided between academic endeavors, such as developing the new certification program for CPA Canada, and working in the corporate world at the highest levels. As an academic-practitioner, he’s a life-long learner who observes and experiments with various financial and management theories in real world context. He shares stories of success and lessons learned to others who share a passion for developing financial leadership competency. Blair’s focus in recent years has been to define and develop a career path for financial professionals aspiring to the Office of the CFO.


Event Sponsor - delivers ERP at Customer Speed™. Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain Management (SCM) apps allow businesses to increase the speed in which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and headquartered in San Francisco, is backed by UNIT4 and
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.