Content Provider

Sponsored by
Tipalti color
Free cpe webinars
Connected Finance Phase Two: Spend & Close


After registering, login instructions will be provided via email from the event sponsor, Tipalti.
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Management Services
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

We’ve assembled a group of partners, each with dedicated expertise in a specific discipline of the financial reconciliation process, from procurement, to AP & AR, all the way through the financial close.

Join us to hear real-life stories from entrepreneurs and CFOs alike: rapid-rise success stories, critical lessons learned, and much more. Click to view Phase One and Phase Three session details.

The first part of the session will outline how connected finance leaders and their companies can improve the accuracy and efficiency with which they record spending, hosted by the VP of Finance of Procurify, joined by the CEO of Atlantech. 

In the second part of the session, the co-founder and CEO of Tesorio will join the CFO of MarkLogic to explain the cash flow disconnect and why it is the enemy of Connected Finance. He will also demonstrate how to fix the disconnect to achieve the total cash flow visibility, predictability, and control connected finance teams and businesses use to make better decisions and leverage working capital with greater speed and confidence.

Learning Objectives:

  • Identify what a proactive spend culture looks like and how it drives connected finance

  • Identify how automating your purchasing process can increase team efficiency and save your organization hours

  • List the steps needed for developing consistent approval workflows for the submission, review, and approval of invoices and purchase orders

  • Describe establishing, communicating, and enforcing policies to maintain employees' compliance with regulations and requirements for spending responsibly on behalf of the organization

  • Determine what the cash flow disconnect is and why it is the enemy of connected finance

  • Identify how to fix the cash flow disconnect to achieve the total cash flow visibility, predictability, and control

  • Recall how to to make better decisions and leverage working capital with greater speed and confidence


Carlos Vega

Co-Founder & CEO
(650) 772-5752


Carlos is the co-founder and CEO at Tesorio. Previously, he spent a decade working in finance in various roles. His experience includes investment banking with Lazard in Latin America, co-founding a factoring company, and working for the CFO of GM's pension fund. He graduated from the University of Pennsylvania with an MBA from the Wharton School and a BA in Economics from the College of Arts & Sciences.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Tipalti color
Tipalti is an accounting software financial technology business that provides consolidated accounts payable and remittance automation services for businesses needing to pay their global suppliers. Tipalti is headquartered in San Mateo, CA with offices in Vancouver, Canada and R&D in Glil-Yam, Israel.