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Live Webinar

The New Opportunity-to-Cash Process: From CRM to ERP

Date: Friday, September 28, 2018
Time: 2:00 pm - 3:00 pm EDT
There is a new opportunity-to-cash process wherein one customer record is tracked seamlessly from your CRM (acquisition) to your ERP (financials + reconciliation). Modern finance professionals are running their businesses on a flexible, intelligent financial management system - one that can adapt to any business model and help you meet customer expectations and avoid disruption. They realize the importance of an end-to-end process that breaks down operational silos from the opportunity to when revenue is recognized.

See why modern finance professionals are utilizing:
  • Agile monetization systems to grow revenue via pricing/packaging optimization
  • The benefits of one customer record across your entire company
  • Forward looking analytics and agile forecasting to understand customer value and churn risks

Join this webinar to learn why having your financials fully integrated to your CRM gives your company the visibility and agility it needs to thrive.

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.
Bryan Miller, Director, Business Operations, Bluewater Learning, Inc.
Bryan Miller
Director, Business Operations, Bluewater Learning, Inc.
Speaker bio to come...
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