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Webinar Recording

So Long to Spreadsheets & QuickBooks: Why Now is the Time for a Fond Farewell

Date: Tuesday, December 10, 2013
Time: 2:00 pm - 3:00 pm EST There are no CPE Credits for this Solution Demonstration.
Most companies start out on Excel & QuickBooks. However, as they mature, add customers and expand to new locations, they quickly realize that they need a complete business management solution that can not only keep pace, but help them accelerate their growth. Cloud financial applications are increasingly allowing companies of all sizes to cost-effectively streamline processes, automate operations, reduce duplicate effort and data entry, and get better visibility into performance across their entire operations, from sales to fulfillment to accounting. Join us to discover the top five signs that spreadsheets and QuickBooks may be hindering your company’s success, insights from two companies who upgraded to a cloud financial system from QuickBooks including the key drivers of their decisions to upgrade and the actual benefits realized, and the top four reasons companies of all sizes and industries are upgrading from QuickBooks to a cloud financial system.
After attending this webinar you will be able to:
Understand key warning signs that your company has outgrown QuickBooks
Identify key components of the ROI in upgrading to a cloud financial application for your company
Understand current trends in the adoption of cloud financial systems


Jason Balk, CFO, Adtegrity
Jason Balk
CFO, Adtegrity
Jason has been involved in technical and financial operations for nearly 20 years. Working with companies in a variety of positions and increasing authority, he has gained valuable expertise in all facets of an organization. His areas of expertise include financial analysis, strategic planning, M&A, GAAP, compliance (IRS, SEC, GAAP and IAB), forecasting, budgets, auditing, reporting, risk management, treasury management, advertising exchanges, process design, system design and implementation, project management, UAT, software development, APIs, cloud infrastructure, human resources and employee benefit plans. Jason has previously held positions in sales and finance at UPS, US XChange (which was ultimately acquired by Earthlink), and BusinessEdge Solutions (which was acquired by EMC), and served as the VP of Finance and CFO at Jason currently serves on the Board of Directors for Adtegrity and served on the Advisory Board for Aerify Media (AerServ), a leading mobile and app advertising company. Jason has been a member of the Internet Advertising Bureau (IAB) CFO Council since its inception while also sitting on the Networks and Exchanges Committee.
Kathy Fidishun, Controller,  Kiwiplan
Kathy Fidishun
Controller, Kiwiplan
Kathy Fidishun serves as Business Unit Controller for Kiwiplan and Signode Service, ITW units. Kiwiplan is a global software company serving the packaging industry and Signode Service is a Parts and Service business supporting a range of ITW manufacturing products in various industries . Kathy has over 24 years of accounting and finance experience, including approximately 13 years at Arthur Andersen, 5 years in private industry and 6 years with ITW. Kathy was on the software selection team that chose and implemented NetSuite into Kiwiplan’s 5 global units.
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: 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.


Event Sponsor 1
1 - 1
Event Sponsor NetSuite
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.
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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.