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Webinar Recording

Keys to Successfully Outgrowing QuickBooks and Manual Processes

Date: Tuesday, May 27, 2014
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
As business pace and complexity increases, companies can struggle to keep up. Continued reliance on QuickBooks and spreadsheets often means inefficient manual processes, costly mistakes, and limitations to your potential growth. How do you know when it's time to upgrade?

Join us to hear insights from finance executives at fast-growing Inc. 5000 companies who upgraded to a cloud financial system. They'll share the top five signs that spreadsheets and QuickBooks may be hindering your company’s success. They will share the key drivers behind their decisions to upgrade, how the upgrades were executed, and the actual benefits realized by their companies including:

  • The elimination of manual data transfers across applications and the establishment of one version of the truth in company data and analysis
  • Real-time financial and operational reporting
  • Improvements in financial productivity and operational efficiency
  • Enhanced support of global expansion across multiple locations and subsidiaries

After attending this event you will be able to:
Become knowledgeable about the current trends in the adoption of cloud financial systems
Identify key warning signs that your company has outgrown QuickBooks
Discover key components of ROI in upgrading to a cloud financial application for your company


Jason Cunio, VP of Finance, TandemSeven
Jason Cunio
VP of Finance, TandemSeven
Jason brings over 15 years of successful experience in Finance & Accounting, Business operations and Systems implementation. His background includes both national and international organizations varying from venture backed start-ups to Big 4 consulting. He has participated in various strategic initiatives and business transactions including systems redesigns and implementations, an initial public offering and mergers and acquisitions. Prior to joining TandemSeven, Jason held positions at Revenue Solutions, Inc., First Wind, VistaPrint and Deloitte.
Sean Kerr, Vice President of Operations, Aidapak Services, LLC
Sean Kerr
Vice President of Operations, Aidapak Services, LLC
Sean is a Management Consultant in the Portland area with extensive experience in ERP, CRM and large scale Business Transformation Programs. He is currently serving as the Vice President of Operations for Aidapak, a start up Pharmaceutical Repackaging Company based in Vancouver, Washington.

Prior to serving as the VP of Operations, Sean led a Business Transformation Program for Aidapak which included selection and implementation of a new, cloud based, ERP system and re-engineering of all Manufacturing Processes.
Anand Misra, Sr. Manager, Product Marketing, NetSuite
Anand Misra
Sr. Manager, Product Marketing, NetSuite
Anand Misra is a Sr. Manager, Product Marketing with NetSuite. He has over 13 year’s experience in product marketing and product management. Anand has helped launch multiple new products over the years. Prior to joining NetSuite, Anand was a Sr. Product Marketing Manager at ADP. His work experience also includes roles at Thomson Reuters, Wolters Kluwer and a few start-ups. He holds a BS in Biology, MS in Communication and Journalism and MBA in Banking & Finance from Hofstra University, NY.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.


Event Sponsor NetSuite
NetSuite - Founded in 1998, NetSuite Inc. (NYSE: N) is the leading provider of cloud computing business management software suites for growing and mid-size businesses. Thousands of customers globally use NetSuite's online products and professional services to manage all key business operations—including customer relationship management (CRM), order fulfillment, inventory, accounting/ERP and finance, product assembly, ecommerce, website management and employee productivity—in a single web-based system.
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.