more-arw search

Webinar Recording

Tech-Savvy CFO: Understanding How Technology Impacts Performance

Date: Tuesday, August 2, 2016
Time: 2:00 pm - 3:00 pm EDT
Technology adoption is changing the way tech-savvy CFOs run their departments. Now, small, impactful technologies work together to increase value through revenue growth, profitability, team efficiency, cash management and lower risk. This is requiring a “Full Stack CFO” who is tech-savvy in addition to being a strategist, operator and financial steward. Being a Full Stack CFO is a balance between where to invest to your time and where you can create more time for your team.

Our session will cover two expectations of being tech-savvy:
  • Understanding of the direction of technology: Mark Richards (VP Finance & Operations for RBA Consulting which is a Digital Consultancy), will touch on the total reset on the approach to technology to smaller impactful technologies working together and how we need to adapt our approach to investing, keep pacing and evaluating the value created.
  • Demonstrating technology expertise within Finance: Andrew Waters will give a live example of how using Accounts Payable technology will deliver higher profitability, team efficiency, cash management and lower risk. Accounts Payable represents the biggest opportunity for gains within Finance, especially in mid-size firms where only 7% of the firms have fully automated the process.
After attending this event you will be able to:
Recognize that technology adoption is changing the way tech-savvy CFOs run their departments
Understand the direction of technology
Deliver higher profitability, team efficiency, cash management and lower risk

Speakers

Mark Richards, VP of Finance and Operations, RBA Consulting
Mark Richards
VP of Finance and Operations, RBA Consulting
Mark’s finance background started with traditional accounting & analysis roles, but really built experience with an ‘outside-in’ approach by becoming heavily engaged in revenue generation, marketing, operations and M&A – with his roles and assignments taking him to 140+ cities in 15 countries. Along the way, Mark has served in roles in business development and marketing, which further helped to deepen his business view to become a better finance executive. He often shares the view that ‘finance is the punchline, with sales and operations being the set-up’, and that to be a good finance executive that you must work to understand the business like the CEO.

Prior to RBA, Mark held a global marketing role at SAP, focusing on cloud-based offering for customer engagement, commerce and finance. He was a start-up CFO for 5 years working across multiple industries, SVP Finance for the Royal Bank of Canada’s U.S. Wealth Management division and International Finance for Carlson Wagonlit Travel.

For Proformative, Mark has been on the Advisory Board since 2009, writer/instructor for careers, and presenter for numerous webinars and CFO Dimensions.
Andrew Waters, Technology Expert, MineralTree
Andrew Waters
Technology Expert, MineralTree
Andrew Waters began his career at MineralTree as the Marketing Operations Manager and quickly moved to Product Management. He has played an integral role in developing integrations with accounting package partners as well as managing the roadmap to follow the overall product vision. Currently he manages clients to ensure smooth on-boarding. Andrew is a graduate of Brown University.
Moderated by: Khoa Tran, Operations Manager, Proformative
Moderated by: Khoa Tran
Operations Manager, Proformative
Khoa is in charge of live event operations at Proformative and has led the preparation and execution of hundreds of live events on various finance, accounting and related topics across the Office of the CFO. You could say his job is a lot like learning finance and accounting for a living. Khoa is primarily responsible for ensuring great content, delivery, and learning for each of Proformative’s webinars and in-person events.

Sponsor

Event Sponsor MineralTree
MineralTree - MineralTree makes the easiest-to-use mobile and online AP automation software for finance professionals like you at growing organizations. Whether you’re a controller, AP manager, CFO, or other payment approver, MineralTree’s invoice payment processing solution streamlines AP, giving you significant cost savings and unparalleled control in an affordable, integrated platform with guaranteed fraud protection.

Certification is not required to get started, but please let us know which certifications you have.

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.

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