more-arw search

Webinar Recording

The Nuts and Bolts Approach to Selecting the Right Technology

Date: Friday, December 19, 2014
Time: 2:00 pm - 3:00 pm EST
There are many reasons why you may think it’s time to look at your technology. The challenge facing many finance leaders today includes trying to answer the following questions:

  • How do I successfully determine what my organization really needs?
  • How do I go about selecting the right technology to support our business strategy, to provide us with insights into the business?
  • What are the key steps to take, what risks should we look out for?

Join us for this initial offering of Proformative’s FinTech Forum. Fin-Tech Forum is a new program that will offer practical and actionable content in an interactive format to help finance leaders better understand and exploit business technology that can fuel competitive advantage at their companies. The series will be anchored by Proformative members Wayne Spivak and Len Green, who combined have over 50 years of experience in financial and IT project leadership roles around selecting, implementing, and managing financial systems and processes.

After attending this event you will be able to:
Recognize how to understand the short term and long term financial technology needs of your company
Understand how to perform a GAP analysis relative to what your systems are currently able to do versus what they need to be able to do
Identify how to prioritize the functional requirements identified by your GAP analysis by business process area


Len Green, Senior Management Consultant, BT Partners
Len Green
Senior Management Consultant, BT Partners
Len is an internationally qualified and experienced professional, with a background that includes Big-4 auditing, consulting/professional services and industrial financial management roles. Len is a seasoned expert in helping clients analyze their business practices to remove obstacles and thus improve processes and add value to the enterprise. Len regularly manages projects or plays a key role to define requirements, improve processes and help clients choose and use software to gain greater efficiencies. He brings a high energy level, enthusiasm and creative ideas to problem solving. He has also led the design of a global financial/ERP system for a large multinational corporation. In addition, Len has co-designed and co-delivered client training programs on Change Management, Process Improvement and Project Management.
Wayne Spivak, President, SBA* Consulting
Wayne Spivak
President, SBA* Consulting
Wayne has over 30 years' experience serving in various C-Suite roles including CFO, CIO, CEO and COO. Wayne is currently the president of of SBA * Consulting which focuses on providing CxO services to the mid-market companies. Wayne also currently serves as the as CIO for the United Safe Boating Institute as well as the CIO and a Director for the Association for Rescue at Sea (AFRAS). Previously Mr. Spivak was part of the Adjunct Faculty of Lehman College, City University of New York where for ten years where he taught several Accounting and Accounting Information Systems courses. He is an experienced panelist and speaker at numerous events in the Finance, Academic and Legal areas, and holds a Bachelor of Science degree in Accounting from Pace University.
Moderated by: John Kogan, CEO, Proformative
Moderated by: John Kogan
CEO, Proformative
John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.


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.