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Webinar Recording

Stop Leaving Money on the Table: Integrating Services and Finance

Date: Tuesday, August 4, 2015
Time: 2:00 pm - 3:00 pm EDT
To run a profitable services practice, you need to accurately track all the financial components of a project: your budgets, estimates, costs, bookings, billing, and everything in between. You must also hit margins, stay within budget and deliver the bottom line. Finance owns this as much as Services.

Service leaders, sales teams, CFOs and their organizations all need access to the same financial data -- so they can ‘collectively’ make the best decisions for the business and work together.

Join Mark Van Daele, Senior Vice President of Professional Services at OpenSymmetry as he discusses their journey to a more effective organization by aligning Services and Finance at his company. Also, join Mike O’Brien, General Manager for Accounting Applications and Lori Ellsworth, General Manager of Professional Services Automation at as they share best practices and solutions to help you raise the bar managing your services business.
After attending this event you will be able to:
Recognize best practices and applications that will take your PSO to the next level
List top pain points faced by Professional Services Organizations (PSO) and how a Professional Services Automation (PSA) can help
Recognize how simple questions around margins, staff utilization, and forecasting can be answered quickly and accurately
Identify what you need in an integrated PSA + Financial Management solution


Mark Van Daele , Senior Vice President, Professional Services, OpenSymmetry
Mark Van Daele
Senior Vice President, Professional Services, OpenSymmetry
Mark is the Senior Vice President of Professional Services at OpenSymmetry. Since January 2013, he has been responsible for all software implementation projects worldwide. He also oversees a pool of over 100 consultants and contractors who specialize in implementation, testing, training, and consulting. Under Mark’s leadership, the delivery organization grew more than 50% and was restructured to support aggressive growth with a focus on hiring early career consultants, creating a solid training and mentorship program, and promoting people from within the team.

Before moving into this global role, Mark managed the EMEA services team for OpenSymmetry and was the Professional Services Director for Callidus in EMEA, one of OpenSymmetry’s software partners.
Mike O'Brien , General Manager, Accounting Applications,
Mike O'Brien
General Manager, Accounting Applications,
Mike has over 30 years of experience working in a variety of senior management positions across Finance, Operations, Sales, and Products in the software and service industries. Previously, Mike served as CFO for an employee benefit administration firm, where he oversaw the successful implementation of Salesforce CRM and helped grow the business 40% year over year for five consecutive years. Mike's experience lends him acute expertise in aligning strategy, technology, finance and sales. Mike graduated Cum Laude from Southern New Hampshire University with a BS in Accounting.
Lori Ellsworth, General Manager, Professional Services,
Lori Ellsworth
General Manager, Professional Services,
Lori Ellsworth is the general manager of Professional Services Automation (PSA) at In her role, she is responsible for developing and implementing the company’s PSA product strategy, vision and high-level roadmap. She also manages market-facing responsibilities including Go-To-Market plans, PSA sales enablement and the successful roll out of FinancialForce PSA applications to customers. Lori has an extensive background in product strategy and management, with over 14 years of experience in the PSA industry. A frequent presenter at industry conferences, Lori is a recognized thought leader in the fields of PSA and Project and Portfolio Management (PPM).

Prior to joining, Lori was responsible for the global Changepoint business unit within Compuware, where she helped drive product strategy, marketing and sales execution to pursue the services market. She also previously worked for a variety technology organizations including Compuware, PTC Integrity (formerly MKS) and Speedware Corporation. Lori holds an MBA from York University and a Bachelor of Math from the University of Waterloo.
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 - delivers ERP at Customer Speed™. Built on the Salesforce1 Platform, FinancialForce ERP equips customer-centric businesses with a unified cloud platform and all the applications necessary to grow both the top and bottom line. Our Financial Management, Human Capital Management (HCM), Professional Services Automation (PSA), and Supply Chain Management (SCM) apps allow businesses to increase the speed in which they operate and be more responsive along every touch point of a customer’s journey. Founded in 2009 and headquartered in San Francisco, is backed by UNIT4 and
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.