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Live Webinar

Professional Services Businesses: You need a Modern ERP

Date: Thursday, November 29, 2018
Time: 2:00 pm - 3:00 pm EST
From pure professional service companies to software companies with a consultation/implementation arm, the growth in service-based revenue continues to become an integral part of every business.

Unfortunately, many services companies are still running legacy on-premise financial solutions that are static, impede innovation, and are costly and time-consuming to change. Today’s professional services companies need to run an agile and customer-centric business model to optimize revenue and continue adapting their business models to new opportunities and change.

It is essential to have the right financial and professional services solutions in place that are predictable and agile enough for your business to keep up with the changing times.

In order to rapidly and intelligently serve customers in the new services economy, you must instead choose an ERP solution built around the following key elements:
  • Improve customer experience, retention, and renewals using a single source of truth
  • Accelerate time-to-revenue and run a more predictable services business with unified CRM, ERP, PSA insight
  • Improve customer experience, retention, and renewals using a single source of truth and across any revenue model
  • Complete order to cash for tangible goods, projects delivery, and subscription

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.
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