Content Provider
Tesoriologo

Self-Study CPE
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
Free cpe webinars
How to Automate the Right Things for Company-Wide Financial Alignment

HOW TO AUTOMATE THE RIGHT THINGS FOR COMPANY-WIDE FINANCIAL ALIGNMENT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Keeping your finance team aligned in today's hybrid workforce can be difficult. A successful modern finance team's strategy involves connected data and internal teams. This internal alignment of data flows and workflows leads to smoother processing of tedious work and a greater focus on strategic work, leading to outcomes like a more efficient month-end close and greater understanding and predictability of cash flow.

When technology is used to automate the right things, the entire company gains from greater financial visibility.

Learning Objectives:


  • Identify how to leverage technology to remove tedious and manual processes

  • Recognize the importance of humanizing financial processes for success

  • Describe how to succeed as a connected finance team with the internal alignment of data and workflows

Linkedin

Carlos Vega

Tesorio
Co-Founder & CEO
carlos@tesorio.com
(650) 772-5752

Tesoriologo

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.

Linkedin

Chris Sluty

FloQast
Co-Founder, Chief Product Officer

Floqast

As Chief Product Officer and co-founder, Chris oversees customer setup and support, product strategy, and go-to-market planning. In addition, he works hands-on with FloQast's new and existing clients to ensure their success in creating a faster, more accurate close process. Before joining FloQast, Chris was an Audit Manager at Rothstein Kass (acquired by KPMG), where he managed their largest client. He holds a Bachelor's degree in Accounting from Syracuse University.

Linkedin

Eric Domagalski

Sailpoint
SVP, Chief Accounting Officer

Sailpoint logo

Eric is a finance executive with extensive experience in all aspects of finance and accounting operations, revenue recognition, forecasting, business transformation, order-to-cash operations, deal structuring, investor relations, US GAAP, SOX, SEC reporting, M&A integration, system implementation, controllership, finance reporting, and business partnership. He is an analytical, results-driven leader who consistently provides sound financial advice and strategic direction.

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

NASBA Approved

CPAacademy.org (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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Tesoriologo
Tesorio's mission is to help companies grow faster by understanding and controlling their cash flow in real-time instead of just reporting on it. Strong cash flow generation is the single biggest determinant of a company’s ability to grow. It also affords management the freedom to optimize for long-term bets and truly innovate.