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Webinar Recording

Why CFOs are Putting Services and Finance on One System with FinancialForce PSA

Date: Tuesday, May 26, 2015
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Services businesses are frequently characterized by a lack of real-time visibility into project pipelines, profit margins, expenses and billing. With less than optimized people, process and technology combinations, simple questions around margins, staff utilization, and forecasting can be difficult if not impossible to answer quickly and accurately. This leaves finance organizations in a real bind and unable to deliver information and results as we are accustomed.

Join this event featuring the SVP of Finance at Avid, Tony Callini, as he discusses how Avid raised the bar on efficiencies by putting his services and finance teams onto a cloud-based PSA solution integrated with Salesforce CRM. See how service and finance teams are better able to meet goals, make smarter decisions and increase profits when working in the same system and collaborating in real-time.

In this event you will learn:

  • The importance of timely, relevant and accurate data quality for professional service management decisions
  • The impact of establishing and regularly monitoring key performance metrics such as utilization and realization
  • The role of finance in project management and how FinancialForce PSA captures and automates the processes

Speakers

Tony Callini, SVP of Finance, Avid
Tony Callini
SVP of Finance, Avid
As the Senior Vice President, Finance at Avid, Tony Callini oversees many of Avid’s financial functions, including strategic and financial planning, treasury, corporate development, procurement, facilities, and investor relations. Mr. Callini is a seasoned financial executive with experience in operational finance, strategic and financial planning, mergers and acquisitions, process improvement and the implementation of financial systems. Before joining Avid in April 2013, Mr. Callini was the Senior Vice President-Finance at Open Solutions Inc., a technology provider to financial institutions worldwide, which was acquired in January 2013 by Fiserv, Inc. Mr. Callini earned a Bachelor of Science in accounting at Fordham University, and is a Certified Public Accountant.
Darrell Kalichak, Princpal Sales Engineer, FFDC
Darrell Kalichak
Princpal Sales Engineer, FFDC
Darrell Kalichak is a Principal Sales Engineer for FinancialForce working exclusively with their Professional Services Automation (PSA) product line. In this role, Darrell has worked with some of FinancialForce’s largest customers, helping their services delivery organizations understand how to successfully combine people, process, and tooling in the correct proportions to maximize the efficiency and effectiveness of their services delivery business.

Prior to joining FinancialForce, Darrell served as Senior Domain Specialist for Borland Software’s Requirements Definition and Management product line. Darrell also spent nine years at CA serving in various customer-facing capacities. Darrell is a graduate of the Auburn University School of Engineering (Computer Engineering).
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.

Sponsor

Event Sponsor FinancialForce.com
FinancialForce.com - FinancialForce.com 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, FinancialForce.com is backed by UNIT4 and salesforce.com.
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.