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Webinar Recording

We Broke Quickbooks! Moving to Cloud Financials with FinancialForce Accounting

Date: Wednesday, March 18, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
It’s rare you run into a company that isn’t strategizing for growth. But as your business grows so do the demands on your accounting systems. The notion of “if you’re not growing as a company, then you’re dying” is powerful. And in this age of everything moving at hyperspeed - growth can happen faster than you have time to react. For companies using QuickBooks - mired in spreadsheets, disconnected systems & workarounds - you could possibly find yourself moving backwards. Don’t let the shortcomings of QuickBooks impede your path to success.

Join Mike O’Brien, GM of Financial Management Applications at and see how you can make the leap from QuickBooks to cloud financials. By combining FinancialForce Accounting, a comprehensive cloud-financial management application with the power of Salesforce CRM, you will find greater visibility, flexibility, and agility you need to “get ahead of it” and realize your full potential.

In this demo, learn how to:

  • Streamline Opportunity to Cash process with 1-click invoicing
  • Get a 360° view of customers including opportunities, service activity, payments and outstanding invoices
  • Use time-saving platform automation tools so you can focus on the important things
  • Invoke internal controls that can handle the complexities that come with growth
  • Implement robust revenue recognition capabilities that keep you compliant
  • Utilize currency internationalization because geographic growth fuels revenue growth


Mike O'Brien, General Manager, Financial Management Applications,
Mike O'Brien
General Manager, Financial Management 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.
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.