Past Webinars: Watch On-Demand
Why Optimizing Cash Application & Receivable Intelligence is a No Brainer
Discover why fast-growing organizations view automating cash application and enhancing receivables visibility with BlackLine as a no-brainer to optimizing working capital.
How Finance Leaders use Automation to Modernize Their FP&A Teams
How do today’s finance leaders modernize their FP&A teams? They automate time-intensive manual tasks. And you can do the same. Time is our most valuable resource, but oftentimes, we waste it lost in our spreadsheets rather than spending it on value-added strategic activities. So, what is the advantage of automation in your planning and budgeting process?
What Companies are Looking for in Today’s CFO
This session will discuss the skills finance leaders must possess to help their company succeed in today’s everchanging business environment. Drawing on interviews with top recruiting firms, CFOs and feedback from other business leaders, we will discuss which skills have become so critical.
Rethinking Cash Flow Management
Managing cash flow in uncertain economic times is a challenging task, but it is an essential part of keeping a business running. This webinar presents strategies and tactics to help small and midsize businesses stay afloat in times of economic volatility.
The State of Finance Automation in 2023
2023 is presenting unique challenges for businesses, and knowing how fellow small-to-midsize finance leaders are responding to these challenges can help guide your strategies. That’s why BILL partnered with SMB Group to survey 750 finance leaders of small-to-midsize businesses, polling their insights on the economy, workforce, and technology.
How to Attract & Retain Top AP Talent
Between The Great Resignation and the predicted recession, retaining top, skilled talent is more important than ever. But what are accounts payable (AP) professionals looking for in their career? What is most valuable to them when evaluating job opportunities? In this webinar, AvidXchange consultants are going to recap the survey results and provide tips on how organizations can meet the demands of top AP talent to help grow their business.
Meet the Accounting Director - Interview Series - Sarah Alford
The next interview in the series features Sarah Alford, Director of Corporate Accounting for Federated Co-operatives Limited (FCL), a retail co-op association in Saskatoon, Saskatchewan Canada. Prior roles included public accounting at Ernst & Young. Sarah earned a Bachelor of Commerce-Accounting, and Master of Professional Accounting (MPA) from the University of Saskatchewan. She is a Charted Accountant (CA), a CPA and was Treasurer of the Saskatoon Symphony Orchestra.
How SMBs Can Sustain Cash Flow During Turbulent Times
For many small and midsize businesses (SMBs), cash flow is a source of stress. But with thoughtful planning, finance leaders can mitigate anxiety and reinforce calm, even during times of economic turbulence.
Easy Excel-Based Reporting That Eliminates Data Dumping
Imagine if you were connected directly to your data and could eliminate manual data dumps to begin running real-time reports, all within Excel. Sound too good to be true? Join us for a webinar we’ll demonstrate how you can use Excel that eliminates data dumping.
2022 Controller of the Year Awards - Meet the Winners
Winners of the third annual 2022 Controller of the Year Awards have been selected after a nomination period and judging process that began in December 2022. The 2022 Controller of the Year Awards culminated with 14 Winners, all invited to participate in this virtual "red carpet" event, and be interviewed by host and Controllers Council Board Chair, Lindy Antonelli. Don't miss the "Academy Awards of Corporate Accounting and Finance".
Panel Discussion: How to Unburden Your Finance Team and Keep Them Engaged
As finance teams remain chronically understaffed and as fewer people study accounting, finance leaders will have to stretch their resources for the foreseeable future. But achieving greater productivity need not require working more hours. During this webinar, a panel of finance leaders will reveal why better management of people begins with better management of processes.
The Accountant Shortage: Using Technology to Make Life Easier for Controllers
Today’s controllers are looking for ways to take things off their plate and do more with less, especially as the accountant shortage deepens. Fortunately, you can gain significant efficiencies across your teams, systems, and workflows with the right approach and technologies — and Brex VP Chief Accounting Officer, Erik Zhou, and Brex Controller, Kevin Moore, are eager to tell you how.
Put Finance in Control with Easy EPM Reporting
Are you still running your EPM reports using spreadsheets or generic BI tools? What if you could leverage an EPM reporting tool that provides your finance team with a single source of truth and simple report building capabilities that don’t require dependency on IT? Allow your team to spend time on the most vital activity for driving success: financial analysis.
How Growing Organizations Accelerate Their Modern Accounting Journey
To stay nimble and provide business value, you need to optimize accounting processes to drive greater efficiency, accuracy, and effectiveness across your organization. But where do you start and how do you get there? Growing organizations are leveraging BlackLine to develop strategies that connect data and processes with technology that delivers both quick wins and long-term value for finance and accounting teams.
7 Major Storylines Finance Teams Should Care About in 2023
AvidXchange knows this. So, we analyzed millions of payments and surveyed hundreds of financial leaders to find out what they learned in 2022 and how it may impact 2023. In the end, we uncovered seven major storylines poised to play a role within your finance team this year. We're talking about hybrid work. We're talking about inflation. We're talking about data and analytics. The big stuff. The stuff that could reshape your department and your career.
Upskill with the CMA®
Is your organization wrestling with the people side of finance transformation? Are you a finance leader looking for a way to “upskill” and boost the training of your current team? Are you looking to upgrade your own skills to access greater career opportunities, the chance to earn a higher salary, and a seat at the leadership table?
How to Reduce the Cost and Risk of Paying Bills
Many small and midsize businesses today still depend on manual processes to manage payables. Depending on your payables volume, these costs can add up. They include not only the tangible costs, such as check stock, envelopes, and postage, but also the hidden costs of inefficient processes, delays, late fees, and potential fraud. By automating manual tasks, you can significantly reduce these costs and free up your finance team to focus on your company's top priorities.
[Agile FP&A] Part 2: Six Best Practices for Continuous Planning
Continuous planning has emerged as a dynamic approach that provides leadership with updated information to make timely, strategic decisions. However, while businesses have recognized the need to move to this modern planning model, many lack the tools and infrastructure to begin the transformation. Join us and discover six best practices for continuous planning that are key to a successfully agile business.
How Finance Leaders Improve Performance Amid Uncertainty
During times of unprecedented volatility, finance leaders cannot rely on past experience to guide decisions about the future. Yet for finance leaders who seek greater visibility into what drives their companies' performance, uncertainty can present opportunities to improve and not only measure financial results. During this webinar, finance leaders will share how they overcome barriers to gathering essential information for gauging financial performance.
Roundtable Panel: What are Your Biggest Controller/CFO Challenges?
Corporate finance is challenging. Between macroeconomic issues, talent shortages, hybrid work environments, increased responsibilities for technology and more, Controllers and CFOs are more challenged than ever before. How? Learn more from a panel of your Controller and CFO peers about top challenges along with corresponding solutions, ideas and how-to advice.
Supercharge Your Book Closing Process by Scaling Quote-to-Revenue
Learn how to design your organization’s quote-to-revenue process for a significantly faster and more efficient book closing and audit in this fireside chat with our presenters who have firsthand experience running the business systems and technology behind Okta’s hypergrowth phase from $100M to $1B.
2023 Controller/CFO Sentiment Study Results - Webcast Panel
Join the Controllers Council to learn the results of the 2023 Controller/CFO Sentiment Study seeks to help understand how macro-economic trends are shaping corporate finance planning, strategy, priorities, and outlooks. With a backdrop of a lingering pandemic, high inflation, whipsaw stock market, a looming recession, talent challenges, and the greatest geopolitical risk in decades, what are financial controllers and CFOs doing differently to manage in 2023 and beyond?
[Agile FP&A] Part 1: Intelligent Cash Flow Management
Successfully managing cash flow is key to being an agile FP&A function, especially during a recession. As cost pressures continue to rise, leadership is more frequently asking finance teams what the cash flow status is, what payments can be deferred, and what invoices are past due. However, many teams struggle to provide strategic insight due to manual processes, data silos, and a lack of transactional-level detail. Join us for this session where we demonstrate how you can look deeper into your cash flows and how you can gather rich insights from your reports, such as the Cash Flow Statement.
2023 Economic Outlook - Webcast Panel Discussion
From post-pandemic to extraordinary economic uncertainty, the business and corporate finance outlook remains in constant flux. Record inflation, high interest rates, volatile stock market and foreign exchange, and for some, recession and supply chain issues. Domestic and global economics will prove challenging to Controllers, CFOs and corporate finance executives. To understand and manage these uncertainties, learn from a renown economist and subject matter expert Dan North, a nationally-recognized economist and Chief Economist, Allianz Trade.
Financial Close Fatigue? Learn How to Do More With Less
Save Time, Improve Efficiency and Mitigate Risk across Your Financial Close. In this webinar, Trintech will discuss how best-in-class companies are adopting purpose-built automation to modernize their financial close to reduce hours spent on tedious manual processes, improve reporting accuracy and free up time for finance teams to focus on more value-additive work.
A History of Investing and a Look Ahead
You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history.
CFO Fireside Chat: How Finance Leaders Can Adapt to Lean Times
The looming recession presents unique challenges for those working in finance roles. With all the chatter about an uncertain economic future, how are you preparing your organization? In this webinar, you’ll learn how to adapt your processes to do more with less time, effort, and headcount. Whether your organization is still growing or is starting to slow down- finance teams are often asked to adjust and find solutions that fit your business needs.
5 Ways to Maximize Financial Resilience in 2023
During times of economic uncertainty, businesses that successfully navigate turbulent times are those that are more proactive and strategic. Now, more than ever, the future of an organization’s fiscal health depends on improved spend transparency, actionable analytics, and smart automation that frees up finance teams to focus on work that moves the needle.
Gaining Control and Visibility in the Finance Office
Finance executives learn from each other in this excellent roundtable discussion between TripActions CAO Ram Bartov and Cleveland Guardians SVP, Finance & CFO Rich Dorffer.
Top 5 Things to Consider Before Moving to Oracle ERP Cloud
A lot of Oracle EBS users are still in the dark about the impact this data migration may have on their reporting, access to current data, and ability to view their legacy data. Understanding these aspects prior to your migration can set your team up for success and ensure as little disruption to monthly reporting as possible. Join us for this educational Webinar investigating the top five questions you’ll want to have answers to before starting your Cloud migration.
Meet the Finance Director - Interview Series - Ashley Peña
The next interview in the series features Ashley Peña, Finance Director for the New York Philharmonic where she is part of a team that facilitated a strategic and financial turnaround plan, and manages the day-to-day finance and accounting functions including a $250MM endowment.
“Ask Me Anything” Session With Ram Bartov, CAO, TripActions
In this AMA discussion, Ram Bartov, TripActions CAO talks about the evolution of corporate travel and expense management over time and what solutions we can expect moving into 2023. Ram will touch on how companies can reduce costs and save time from having a single solution for corporate travel and expenses.
2023 Predictions for Finance and Accounting
We may not be flying to work in 2023 but there won't be a shortage of innovation that enables Finance and Accounting teams to modernize their accounting operations. As organizations plan for continued supply chain disruptions, talent scarcity, and market uncertainty, accounting leaders are finding ways to innovate, automate, and scale processes to meet organizational demands. Hear from BlackLine’s industry specialists on the top leadership priorities and transformation trends of 2023, including Hyper-Automation, Talent Upskilling, and Decision Intelligence.
Managing Corporate Finance Talent – Panel Discussion
With the backdrop of the Great Resignation, CPA and technical accountant shortages, and remote or hybrid work environments, how can Controllers and CFOs manage finance and accounting (F&A) talent effectively?
Learn about F&A talent management strategies and ideas from a blue chip panel of Controllers and CFOs including Barbara Salazar, CFO, E2 Consulting Engineers and Stanford MBA; Michael Mance, CPA and VP Financial Operations, Dialysis Care Center; and Christine Gu, CPA and Chief Accounting Officer, Enjoy Technology.
Meet the CFOO - Interview Series - John Bozin
The next interview in the series features John Bozin, CFO of Armanino Strategic Finance Outsourcing (SFO), and CFOO specialist (pron. see-foo or C-F-O-O), the combination of CFO and COO or operating CFO for certain sizes and types of organizations. Prior roles included Chief Finance & Administrative Officer, COO & Deputy Executive Director, an CEO in a variety of sectors, along with numerous boards. John's multiple academic achievements include an MBA, an MS in Technology Management, a BSBA in Project Management, a BS in Finance, and a Doctorate in Management (Organizational Development and Change). He also holds a Six Sigma/Lean Certification.
How A&F Can Enable Successful Transformation
From hybrid work and cybersecurity to enabling new business models and managing new reporting requirements, finance and IT leaders have a long list of priorities placing significant demands on their departments. Added to traditional responsibilities like monthly close tasks, change requests, and maintenance, CFOs and CIOs are faced with unnecessary chaos and talent retention concerns.
The result? The urgency for transformation is higher than ever. Organizations are investing in technology and process optimization initiatives, and CFOs are shifting their questioning from IF they should innovate to HOW and WHAT.
5 Ways Accounts Payable Departments Can Help Offset Recession Impacts
Eye-opening survey data revealed 70% of middle market companies are revamping their budgets over the next year with a focus on saving costs. Despite widespread cost cutting, 72% still said company growth is a high priority. As your business braces for a recession and starts to re-evaluate costs, what can the accounts payable (AP) team do to impact the bottom line and prove itself as an asset that powers growth?
Finance Operations Teams - From Cost Centers to Revenue Generators
Finance operations teams are the lifeline of the business, they ensure the cash comes in, and that payments are done in a timely manner. However, they don't only have to be a cost center. They can become revenue generating teams. In this webinar we will define the strategic finance leader and show you how to turn your finance operations team into a valuable revenue generating team.
The Data-Driven CFO: Refocusing on the KPIs That Matter
Today's CFOs have had their goals and responsibilities shift dramatically since the beginning of last year. With the state of business and the economy constantly changing, especially as recovery and growth continue, it’s difficult to know where to focus attention and prioritize resources. Find out how successful CFOs are measuring short term success while also staying focused on business longevity.
Meet the Controller - Interview Series - Lensford McKenzie
The next interview in the series features Lensford McKenzie, Financial Controller - Americas for Argus Media. Prior roles included Controller and Accounting roles in the energy and finance consulting sectors, and audit roles in public Accounting. Lensford earned a BS Accounting and Finance from University of Houston.
5 Best Practices to Modernizing Your Month-End Close
In this webinar, Trintech discusses the 5 best practices to modernizing your month-end close and how financial close automation can empower your team to shift their focus to higher value-added analytics and strategic work essential in evaluating growth, investment opportunities, and risk.
Live Demo: Supercharge Your Month End Close
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation.
Memo to the CFO: Take A Fresh Approach to Cost Savings
Get ready to drive cost savings and boost employee productivity! Inflation is top of mind – and a first-time experience for many finance leaders. In this charged environment, you need to create your inflation action plan now! Drive operational efficiencies, lower costs and boost revenues. These bold actions will help you maintain value and manage your business. Are you ready?
Meet the CFO - Interview Series - Shannon Nash
The next interview in the series features Shannon Nash, CFO of Wing, the drone delivery unit of Google parent company Alphabet. Shannon is a CPA, and a recovering attorney with a JD. Prior to Wing Shannon was CFO of Reputation, and many other roles with KPMG, Cooley, Cumulus Media. Shannon earned a BS Accounting and a JD Law from University of Virginia. She is active with multiple boards including UserTesting (NYSE:USER), and multiple non-profits. She was featured on Accounting Today’s 2020 list of the Top 100 Most Influential People in Accounting, and named one of 2020’s Most Powerful Women in Accounting by the AICPA and CPA Practice Advisor.
The State of Automation in Finance: 2nd Edition
In this webinar, Yooz and Neil Brown, Executive Director of Controllers Council bring you an exclusive analysis of the current state of the financial function, finance leaders’ top AP priorities for 2022-2023, and the evolution of the necessary skills of the modern-day CFO based on the 2022 “The State of Automation in Finance” survey of over 1,200 financial decision makers.
Aligning Payables with Procurement: Getting It Right
Your organization arrived at a critical stage of its maturity when it established a dedicated finance team. As it conducts business with an increasing number of suppliers, your organization will require a dedicated team to manage procurement as well. How do you establish and reinforce clear roles and processes for finance and procurement functions? By attending this webinar, you will learn how.
2022 Digital Controller/CFO - Study Results - Webcast
Join the Controllers Council to learn the results of an important study about how Corporate Controllers and CFOs are taking on more responsibilities for technology including automating back office systems, managing spend, implementing AI/ML and finance automation systems, and participating in or leading digital transformation initiatives. The Digital Controller/CFO Survey/Study documents this revolution.
Controlling Cash Flow, Processes, and People within A/R
Learn how to gain full control over a structured collections process and how to make sure your accounts receivable infrastructure is positioned well to scale with changing processes, restructuring and growth, enabling your team to become an integral revenue generator for your organization.
Future of Finance: How Midsized Businesses are Handling Inflation, Supply Chains, Staffing Shortages and the Threat of Recession
The really smart finance teams are also looking past a slowed economy to a time when customer demand is back on the rise. Join this webinar to learn how CFOs are thinking about and improving the efficiency of their business.
Digital Transformation for F&A – A Well Worn Path for Driving Adoption
Mapping out a well-worn path to successfully innovate and transform your processes will help you accelerate your journey. Learn proven techniques and a well-worn path to help you map out an innovation journey for your teams with BlackLine and what it all means for your overall transformation.
Simplify Data Validation for Scalable Financial Reporting
Business initiatives depend on uninterrupted access to information that is accurate, complete, and timely to foster continuous growth. Don’t let data disruption impact your daily operations. In this webinar, “Simplify Data Validation for Scalable Financial Reporting,” we explore the world of data migration and validation.
9 Frequently-Overlooked AP Internal Control Issues: How to Prevent Them
Often it is the little issues, those seemingly unimportant tasks, that when ignored or not handled properly cause huge nightmares in accounts payable. The damage from these problems is immediate and felt directly on the bottom line.
5 Secrets for Slashing T&E Costs and Boosting Productivity
T&E costs average a full 10% of companies’ overall budgets, yet most finance teams lack control and visibility around these costs. The problem: Manual, fragmented software solutions don’t allow teams to enforce spend policies at scale or identify opportunities to drive cost savings. Plus, legacy systems and processes result in a loss of productivity and a poor user experience, often resulting in employees abandoning the systems all together.
Leading Practices for Digital Finance Transformation & Operational Excellence
Hear specialists from BlackLine, including Mike Polaha, former SVP Finance Solutions & Technology at Johnson & Johnson, and Molly Boyle, former accounting leader at Under Armour on their experiences planning and executing successful digital finance transformation.
Budgeting, Planning & Forecasting: 2022 Research Study Insights
James Wilcox, Managing Director with Hanover Research shares the results of a 2022 global study with a “Deep Dive” into the state of Budgeting, Planning & Forecasting (BF&P), and the technologies world-class organizations are adopting to streamline their financial processes and support optimal growth and performance.
Corporate Finance Upskilling/Reskilling - Study Results - Webcast
Join the Controllers Council to learn the results of an important study about how Corporate Finance departments are Upskilling, Reskilling and training staff, Controllers and CFOs to manage more effectively as a result of macro-trends of the Great Resignation, a growing shortage of CPAs and Accountants, and remote or hybrid work environments.
2022 State of Automation in the Finance Office: Learn the Surprising Survey Results
The Results are in from the 2022 Survey on Finance Office Automation. Join Nick Ezzo, VP of Marketing and Elaine M. Nowak, Director of Product Marketing at Auditoria as they give you all the information you need to transform your role and be the hero in your organization.
Meet the SVP Finance - Interview Series - Mike Polaha
The new Meet the Controller / Meet the CFO - Interview Series features fascinating executives from interesting organizations. The fast-paced interview format focuses on "secrets to career success" and will bring valuable learning, career advice and big ideas to both aspiring, and seasoned corporate finance pros.
This interview in the series will feature Michael Polaha, SVP Finance Solutions and Technology at BlackLine, and former SVP Finance Technology at Fortune 500 Johnson & Johnson, and member of the Controllers Council Advisory Board. Controllers Council Board Executive Director Neil Brown will moderate.
Cash Flow Forecasting Tips for Turbulent Times
Join us for a discussion where you’ll learn about the choices for improving your cash flow forecasting, reporting, analysis and planning, and how better cash flow management will help you weather the sluggish economy and, ultimately, outperform your competition.
Why Modern Finance Leaders Are Bought Into Digital Transformation
Join us for a discussion with Nathaniel Harrison, Finance Manager, Amperity, and Henna Mishra, Product Marketing Manager, TripActions as they discuss how to succeed in this modern era of finance.
How Demand for Business-Critical Insights and a Challenging Labor Market are Accelerating Corporate Finance Automation
Results from Trintech’s 2022 Global Financial Close Benchmark Report and The Hackett Group’s Annual CFO survey both show that attracting and retaining talent will be the biggest challenge organizations will face over the next 12 months, followed by the need to provide real-time, business-critical insights. Because of this, more and more organizations are realizing the importance of investing in financial close automation to better support the needs of their business.
Intercompany Financial Management: Go Beyond Zero
The sum of intercompany activity should be zero. It rarely, if ever, is. But the problem is much larger than reconciling differences to zero.
Intercompany Financial Management is an entirely new approach that enables your organization not just to reconcile differences to zero—but go beyond by unlocking growth capacity with more tax-efficient processes and optimized business operations.
Join this session where we explore intercompany as a business driver in your organization.
CPE Credit: participants can earn up to 1 CPE/CPD credit in the Business Management & Organization field of study.
Controller’s Roadmap to Build a Best-In-Class Finance Team
A high-functioning finance team can add up to big cultural and organizational changes. Join this session with Morris Kupfer, Vice President of Finance at HighRadius and learn how Controllers can build a best-in-class finance team by leveraging accounts receivable (AR) automation solutions to drive operational efficiencies, create value, and improve working capital.
Top Controller/CFO Priorities: Cash, Profit and AR
How do the changing behaviors of customers impact revenue, cashflow, and profitability?
Accounting and finance leaders are playing an increasingly important role in driving change within their organizations. From ensuring balance sheet integrity to balance sheet optimization, CFOs and controllers are no longer relegated to tasks that are aimed at ‘keeping the lights on.’ More and more, they must be chief value extractors, driving sustainable business growth through technological innovation, improved governance, business intelligence, and investment returns.
In this webinar, discover how A&F leaders can rise to the challenge while ensuring the financial health of the organization and laying the foundation for working capital excellence.
How Real-Time Visibility and Spend Control Power the Modern Finance Leader
Automate or Stagnate – The Case for Advanced Tech in the Finance Back Office
Meet the CFO - Interview Series - Glenn Hopper
The new Meet the Controller / Meet the CFO - Interview Series features fascinating executives from interesting organizations. The fast-paced interview format will focus on "secrets to success" and bring valuable learning, career advice and big ideas to both aspiring, and seasoned corporate finance pros.
The second interview in the series will feature Glenn Hopper, CFO at Sandline Global, and author of Deep Finance: Corporate Finance in the Information Age. Controllers Council Executive Director Neil Brown will moderate.
2021 Controller of the Year Awards - Meet the Winners
Winners of the second annual 2021 Controller of the Year Awards have been selected after a nomination period and judging process that began in December 2021. The awards program was available to Corporate Controllers and related titles that have controller responsibilities including CFOs, VPs, Chief Accounting Officers and more. Hundreds of applicants were either self-nominated, or nominated by a colleague via a brief and anonymous online survey that requested information on 2021 financial performance, work experience, volunteer or philanthropic activities, and educational background.
7 Ways Automation Improves Corporate Accounting Effectiveness
As a finance professional, you likely already know the main benefits of automating your accounts payable and payment processes – increased control, real-time visibility, increased security, e-payment incentives, and cost and time savings. And yet, you still may feel hesitant to leave paper in the past. It’s okay, we get it.
Join AvidXchange Solutions Consultants Rhonda Greene and Jami Proctor to learn about the 7 ways automation can improve your workday and streamline your day-to-day tasks.
5 Trends Every CFO Should Know About in 2022
CFOs today play a critical role in their organization as strategic advisors in addition to overseeing the numbers — these leaders need to be data-driven and embrace strategies and technology that allow for greater visibility across the organization and produce faster data for better decision making.
CFO Roundtable: Evolving Roles and Priorities for Success
According to research by Gartner, 93% of senior finance leaders were aligned on their vision for the finance function in 2025; those leaders expect to see a function that is leaner and more data driven. Today, leading CFOs are expected to be strategic value creators within an organization. Thus, driving a connected finance organization is crucial to long-term success, which means that CFOs are finding new innovative ways to improve cash flow and build resiliency.
Tipalti & Tesorio conducted a survey of over 200+ CFOs to put that Gartner statistic to the test and better understand the evolving role and priorities of leading CFOs.
Roundtable: Managing Corporate F&A in the Great Resignation
The great resignation is not just entry level staff, or industry-specific like retail. The great resignation is happening in corporate Finance and Accounting departments across all company types and sizes. The great resignation is also happening in the C-Suite with Controller and CFO turnover at record levels compared to low pre-pandemic levels.
Learn about the causes of this unprecedented turnover, along with best practices for staff training, retention and recruitment. Hear firsthand from a Roundtable Panel of your Controller/CFO peers and subject matter experts.
Up Close and Personal with Balance Sheet Reconciliations
Let’s get up close and personal with balance sheet reconciliations to better understand and appreciate the purpose and objective behind this activity that is so often taken for granted. Let’s rediscover the power of reconciling the balance sheet, the best way to approach the work, and the pitfalls to avoid when preparing or examining reconciliations.
1 CPE credit will be provided for qualifying participants.
Learning Objectives: This course objective is to understand CFO priorities and concerns facing current business landscape. Field of Study: Accounting. Recommended CPE: 1 CPE. Program Cost: $0. Due to this program being offered free of charge, there will be no refunds issued. Program Knowledge Level: Overview. Prerequisite: None. Advanced Preparation: None Required. Delivery Method: Group Internet-Based.
Optimize Lease Accounting | Key Actions from Survey Results
We are at a pivotal point in the lease accounting journey for most organizations now that the delays in compliance deadlines are over. According to the 2022 Global Lease Accounting Survey conducted by Ernst & Young LLP and LeaseAccelerator, there is a dramatic increase in the number of private companies who are driving to adopt the standards for the first time.
Join EY and LeaseAccelerator to hear critical industry benchmark data on how global organizations are managing their leasing and lease accounting processes, ways to address the compliance challenges, and actions to take to achieve and optimize long-term compliance.
How Automation is Creating Next-Gen Collections Teams
Accounts receivable (A/R) collections optimization is an ongoing challenge. It’s impossible to free up cash, control invoice collection, and scale business when A/R logistics are unclear and inconsistent.
Today, many small, medium and enterprise level businesses are in dire need of improving their collections process and are quickly turning to automated A/R collections solutions.
Take Action Against Fraud: 5 Things You Can Do Today
No one wants to think about fraud occurring in their business, but did you know that 74% of companies were targets of payment scams in 2020? Moreover, 65% of treasury and finance professionals believe that the COVID-19 pandemic is to blame for an uptick in payments fraud at their companies.
Doesn’t sound good, does it? The good news is, it doesn’t have to be that way. Join us for a discussion on proper controls that accounting staff can put in place today to protect your business. (Speaker: Laura Redmond, CEO of Redmond Accounting Inc.)
How to Make Value-Based Decisions & Achieve Your Modern Accounting Goals
Accounting is being asked to do more—manage risk, optimize business processes, and align to corporate strategy. To meet the demands of their expanding roles, F&A must focus capacity on what matters most.
In this session, we will explore how to accurately define the problem that encompasses your top accounting challenges. We will also discuss the anticipated value of modern accounting, how to achieve value, and how to demonstrate value.
Guide to Fast-track Collections by 80%: The Teletrac Navman Story
Take it from Teletrac Navman, a leading SaaS provider that faced similar challenges where tracking receivables became more difficult as the customer base grew. However, with the right intelligent tools and proactive strategies, they were able to consistently improve their KPIs. The result? They were able to achieve a 45 days reduction in Days Sales Outstanding (DSO) with fast and low-effort collections.
CFO Fireside Chat – Expense Management Priorities and Predictions 2022
As CFOs and their finance teams navigate the new year, it’s critical to address the importance of expense management and ensure that the right tools are in place. This process helps to successfully navigate unforeseen challenges and reevaluate top priorities.
Join Ram Bartov, EVP of Finance for TripActions, and Joel Jeselsohn, Group CFO at Relayr, for this insightful fireside chat.
Meet the CAO – Brandt Kucharski
The new Meet the Controller / Meet the CFO – Interview Series features fascinating executives from interesting organizations. The fast-paced interview format focuses on “secrets to career success” and will bring valuable learning, career advice and big ideas to both aspiring, and seasoned corporate finance pros.
The first interview in the series will feature Brandt Kucharski, Chief Accounting Officer of Ethos, and former CAO at Grubhub. Brandt was the 2020 National Controller of the Year. The interview will be moderated by Lindy Antonelli, Controllers Council Board Chair and Partner at Top 20 accounting firm Armanino.
CFO Future Focus – A Panel Discussion
The role of the CFO has transformed from that of a historical record keeper to a forward-looking strategist. While historical financial metrics will always be important to management and investors, new data science tools and methodologies can and should be applied to business data to extract greater value.
This webinar features Glenn Hopper, CFO at Sandline Global, and author of Deep Finance: Corporate Finance in the Information Age; and Ranga Bodla, VP Field Marketing and Engagement, NetSuite. Moderated by Neil Brown, Executive Director, Controllers Council.
How CAOs and CIOs Are Collaborating to Drive Transformation
Hybrid work. Cybersecurity. Regulatory compliance. New business models. Accounting and IT leaders have a growing list of priorities. Added to traditional responsibilities like change requests, maintenance, and close tasks, CAOs and CIOs are faced with limited resource capacity and talent retention concerns.
Join us to discover what the modern CAO and CIO partnership looks like and how it’s evolving to include more collaboration. In addition, learn why 82% of Accounting and IT leaders say their experiences over the past 12 months have intensified their interest in modernizing accounting processes and how companies are saving time by enabling a world-class technology ecosystem.
How to Scale a Finance Team at a Fast Growth Company
Modern startups are more decentralized than ever and they move at lightning speed. As companies grow, finance and accounting teams need to keep up and scale with the company.
Join this discussion, featuring Sam Siegel, VP of Finance at Zoomin, and Thomas Long, Sr. PMM at TripActions Liquid to learn more.
Mind Your KPIs: Top Metrics Finance Teams Should Monitor
CFOs have never worked harder. Thanks to COVID-19, their goals and responsibilities have evolved dramatically since the beginning of the year. With the state of business and the economy constantly changing, it isn’t easy to focus attention and prioritize resources. Find out how successful CFOs are measuring short-term success while also staying focused on business longevity.
2022 Corporate Finance Outlook – Webcast Panel Discussion
Nearly two years into the pandemic, the business and corporate finance outlook remains in constant flux. Domestic and global economics, new tax regulations and compliance requirements will prove challenging to Controllers, CFOs and corporate finance executives.
LIVE Discussion with Spikeball: Learn Spend Management Tips from a Shark Tank Success Story
Join us for a discussion with Jurie Victor, Director of Finance and Accounting at Spikeball (of Shark Tank fame), on how they achieve scale and simplify their spend management processes and workflows with a small team.
Why Smart Company Cards are the New Key to Success for Finance
In today’s business environment, your workforce must move quickly and agilely, which often means they need access to company funds in real-time. Modern finance leaders need their teams to move fast and make critical business decisions efficiently. But how do you empower employees to spend company money without opening the floodgates to inappropriate purchases or fraud? With many companies adopting hybrid work models, it’s critical that finance teams have access to flexible spend controls and real-time spend data.
How to Leverage Financial Close Automation to Work Smarter: The Ruby Slipper Café Story
As organizational environments become more complex, compliance-focused and technology-driven, CFOs and controllers have even greater pressure to not only ensure the integrity of the financial close, but also provide strategic insights to help lead the future of their organizations. However, the current manual processes many of these organizations leverage today to manage their finances and resulting risk are making those valuable insights difficult to attain.
Champions of Controllership: Advancing Accounting Despite Disruption
Champions of controllership find ways to innovate, automate, and scale accounting processes amidst continued disruption and despite a host of challenges. They have a vision for the future, believe in using technology to bring about change, and activate teams to modernize accounting.
Move Your AP Processes into the Future
Want to move your business forward, but your Accounts Payable (AP) processes are holding your back? Increased flexibility is now expected as many companies adopt work from anywhere policies. Yet 80 percent of small and medium sized businesses rely on paper checks to pay their bills. Embracing technology to create a more efficient and streamlined AP cycle from end-to-end can reduce administrative costs and the dependence on manual labor and paper.
How to survive budgeting season with collaborative FP&A
Financial managers waste as much as 18 hours a month manually updating, revising, consolidating, modifying, and correcting spreadsheets. Annual budgeting can require more back-and-forth work and take up even more time. And despite the flexibility of spreadsheets, they are error-prone and not designed for multiple stakeholders to work on simultaneously. After all the time and effort spent, how accurate is the end result? Join our panel of experts as they discuss techniques they’ve used to do financial planning efficiently and collaboratively across departments, while avoiding the usual spreadsheet errors.
Streamline Your Financial Close with Powerful Integrations
As organizational environments become more complex, compliance-focused and technology-driven, CFOs and controllers have even greater pressure to ensure the integrity of the financial close. In order for organizations to both maintain a reliable system of record (ERP), and ensure potential benefits for the Office of Finance are maximized, the ERP must be supported with strong investments in dedicated systems that address the needs of your finance and accounting teams.
Improve the Speed and Accuracy of your Close and Disclosure Process
Without proper controls and automation in place, your close and disclose process can quickly turn chaotic. That’s where The Connect Effect by insightsoftware comes in. In this webinar, we explore the modern consolidation and disclosure management tools that finance teams need to shrink close cycles, improve reporting, and enable more agile processes that free- up time for high value activities.
3 Hidden Costs of Expense Policies
It costs an estimated $395K a year to process expense reports for 1000 employees. How does this add up? Reviewing flagged transactions, recourse for out-of-policy charges, and hours on manual reconciliation each month causes frustration for your employees. Join this webinar with Jennifer Lee, Product Marketing Manager, TripActions, and Mindy Owen, Travel & Expense, Connectwise, to uncover these 3 hidden costs buried in your expense management.
5 Questions Controllers Should be Asking Their CFO – Webcast
While the role of the Controller continues to evolve amidst digital transformation, the need to communicate effectively with the CFO has not changed. As key financial leaders within the organization, Controllers are increasingly tasked with improving the efficiency of operations, implementing new technologies and guiding teams toward paperless workflows. To do this effectively, they need to work closely with their CFOs to drive the organization towards executable strategies that maximize the value brought by investment in technology.
6 Steps to Becoming a More Effective Controller
Today’s Controllers are plugged into the strategy of the business and now have the opportunity to make things happen, not just record what happened after the fact. As their responsibilities increase, new priorities emerge and different skills are required for success. So what does it take to become highly effective in this challenging role? This webinar features Ian Larkin, Controller at CentralReach, and Scott Beaver, Senior Product Marketing Manager at NetSuite.
How Automation Can Solve Your Reconciliation Challenges
According to The Hackett Group, accountants and financial personnel spend 65% of their time on manual, low-value processes. These processes include reconciliations, meaning accountants are likely to be focusing the bulk of their time on repetitive tasks as they complete the period-end close. The challenges that come from spreadsheets and other manual methods of reconciliations don’t have to impact your entire organization; financial automation solutions can pave the way for many benefits and opportunities to maximize your accountants’ time and effort.
Virtual Roundtable: Controlling Employee Expenses with a Small but Mighty Team
Join us as Ram Bartov, Corporate Controller of TripActions (formerly Corporate Controller at Snowflake), reveals how small but high-performing finance teams today are embracing automated expense management technology to gain a better line of sight, control, and real-time reporting. Ram will moderate a "virtual roundtable" of Controllers and CFOs including Kendra Owens, Nightingale College VP Finance, Kate Burke, Inhibrx Corporate Controller, and Brittany Covert, Syapse Corporate Controller.
The Digital Controller/CFO Study - Webcast Roundtable
Learn the results of an important study about how Corporate Controllers and CFOs are taking on more responsibilities for technology. The Digital Controller/CFO Survey/Study documents this revolution. A panel of Blue Chip Controllers and CFOs provide analysis and insights into the study and their own practical experiences.
Collaborative FP&A: Make Better Decisions Faster (Webcast)
Learn how easy-to-use BI and FP&A solutions, help FP&A professionals work securely and collaboratively across departments. It has never been easier to ditch your static spreadsheets for a better way to budget and analyze financial performance.
How to Manage Accounting for Travel Cancelations
Business travel cancelations are coming back again with the uncertainty for travel in the back half of 2021. For some organizations losses are anywhere from $100K to $500K or more. Do you have a plan in place for your unused travel credits from airlines etc?
Controller Confidential: 4 Ways Automation Powers Accounts Payable Efficiency
In our newest webinar, Perry channels his extensive experience and financial expertise to tell you why business leaders still lose sleep over hybrid workforce shifts, process inefficiencies and unanticipated cash flow challenges.
If you’re looking to streamline your AP to save time and money and prime your business for real growth, join AvidXchange subject matter experts Chris Perry and Rhonda Greene, to explore how to improve your AP efficiency and reap the rewards.
Transform Your Finance Organization
Do you feel the month-end dread? Are manual tools & processes, stressful deadlines and stretched resources causing you and your team headaches?
If 2020 taught us anything, it is that financial planning & analysis (FP&A) teams need strong FP&A capabilities that allow them to test financial levers, quickly re-forecast and make data-driven decisions at speed.
Transform Collections and Planning with AI Bots
Attention corporate controllers: in the last year, the collections and receivables universe has been transformed. Join Auditoria.AI and UserTesting as they share real-life examples of how Collector bots have automated the front lines of dunning and collections efforts. You will learn how to streamline your collections process with autonomous, zero-touch, error-free execution of repetitive, time-consuming tasks and how to free up your A/R teams to focus on higher-level responsibilities.
CFO Fireside Chat: Prepare for the Comeback of T&E
Uri Levine is a passionate serial entrepreneur that you may know best as the co-founder of Waze—a crowd-sourced navigation app that disrupted the market. Join this conversation to learn how Uri advises Finance teams on optimizing spend management and preparing for the return of travel and expenses. Uri will join Thomas Tuchscherer, TripActions’ CFO and former CFO at Snowflake, and Michael Sindicich, GM TripActions Liquid, in a lively discussion.
2021 Sales Tax Changes: Midyear Update
Last year’s unprecedented rate of change across the global economy greatly affected sales and use tax in the United States — and 2021 is showing signs of a similar trend. In the first half of the year, some states extended tax relief efforts, others adopted economic nexus laws, and still others started taxing digital advertisements. Even more changes are slated for the rest of the year. In this panel discussion, our sales tax experts preview anticipated sales tax changes in the latter half of 2021 that can affect your business’s compliance.
5 Steps to ASC 842 Lease Compliance: The first 90 days for Financial Controllers
As private organizations work on year-end close and head into audits, it is time to prepare for the journey to comply with the ASC 842 lease accounting standard. It's time for private organizations to get started right away as the compliance journey is longer and requires more resources. Join lease accounting experts from EZLease, as they lay out a practical, 90-day plan to jump start your path to ASC 842 compliance in 5 critical steps.
2020 Controller of the Year Awards – Meet the Winners
Winners of the first annual 2020 Controller of the Year Awards have been selected after a nomination period and judging process that began in January of this year. The 2020 Controller of the Year Awards culminated with 15 Winners, all invited to participate in this virtual “red carpet” event. Watch now on-demand.
Economic Trends: Navigate the Insolvency Storm
The United States has seen an extraordinary surge in insolvencies. The shockwaves of the unexpected COVID-19 crisis have left many businesses across various industries struggling, uncertain how to stay afloat through the treacherous conditions. What does this rise in insolvencies mean for your business? Which industries should you watch out for? Learn how to navigate the storm to ensure your business is protected in this webinar.
Hybrid Working Models – 3 Changes Travel & Expense Policies Must Address
If your company moves to a hybrid working model, will you be prepared? This blend of home, office and work from anywhere is forcing travel and finance teams to quickly pivot to new policies as the very definition of “business travel” changes. This virtual discussion will address 3 must-knows for the post-COVID work era.
Return to Office: Planning & Perspectives
As corporate America plans to "Return to Office" (RTO), Controllers and Corporate Finance must not only participate, but take leading roles. Learn from a multi-functional panel of experts how company culture will shape re-opening of offices, how office space will be re-defined, as well as the future of work and the role the office will play. Plus much more!
Buying an AP Automation Solution
You know the stories: an important invoice that went missing, a fake invoice that was mistakenly paid. And we’ve all wasted time entering the same data into multiple systems, such as an AP sub-ledger, an online bank account, a reconciliation spreadsheet, and then the general ledger. Automated AP solutions can help you avoid these scenarios. Whether you’re already familiar with the AP automation solutions available or you’re in the beginning stages of your search for a better option, this webinar will give you insights on how to move forward.
Best Way to Plan for Growth During Market Volatility
Is your company positioned to maximize opportunity, even as market volatility continues? Or are you spending too much time focused on short-term, day-to-day thinking? As executives push for weekly or even daily reports and forecasts, finance teams struggle to make sense of massive data volumes, often lacking the tools necessary to quickly access accurate data and extract insights. The result? Your best people spend too much time on repetitive, manual processes rather than driving value. Join us on April 27 and start exercising control over your planning to drive business growth.
Achieving ASC 842 Compliance With Limited Resources
Whether you set out to achieve compliance with ASC 842 and paused when the regulation date shifted, or this is your first time preparing for compliance, your options continue to grow. Join leasing experts from LeaseAccelerator as they cover how private organizations like yours can achieve ASC 842 compliance despite limited resources. They will share how to set and achieve realistic project goals aligned to specific organizational goals and roadmaps. With examples of real-world customer experiences across solutions, services, and partners, they will share how your organization can achieve sustainable ASC 842 compliance.
Jargon, Buzzwords & Acronyms: The C-Suite Debate
No question, Corporate Accounting and Finance has it’s share of jargon, buzzwords and acronyms, with new words entering our careers frequently (SPACs are so 2019). But to participate and be relevant in the C-Suite, Controllers and CFOs have to understand, if not master this specialized vernacular. Likewise, those that aspire to Corporate Accounting and Finance must learn the language, or not get that next promotion? Enter the Controllers Council Board of Advisors, a seasoned and intelligent group who will each bring a few of the latest buzzwords, acronyms, and jargon to a Roundtable Discussion.
Best Practices Revealed: Travel & Expense Management Automation
Join us as Ram Bartov, Corporate Controller of TripActions (formerly Corporate Controller at Snowflake), reveals how high-performing finance teams today are embracing automated expense management technology to gain a better line of sight, control, and real-time reporting. He will discuss how this next wave of innovation can improve your organization’s overall T&E process and help you keep pace with changing business realities.
Cybersecurity for Corporate Finance – Webcast Briefing
Learn about the top Cybersecurity threats that corporate finance needs to understand, and what steps and processes can be implemented to protect and recover from Cybersecurity breaches. Join the Controllers Council and Cybersecurity expert Jerry Irvine, member of the U.S. Secret Service Electronic Crimes Task Force, the FBI Infragard, the IT Information Sharing and Collaboration Center, and a recent board member of the National Cyber Security Task Force.
Business Intelligence: Simplified for Corporate Finance
Being in the know matters. With a job title like CFO or Controller, you need to keep up with all the latest at your organization to understand how it affects the finances. Luckily, for those organizations who embrace it, Business Intelligence (BI) provides the insights needed to improve decisions and position firms for greater understanding. Learn first-hand how Amir Bednarsh, Corporate Controller, at Kayco leverages Business Intelligence for an interactive, customized, and remarkably user-friendly reporting environment to provide users 24/7, cross-device and real-time access to their data.
What Finance Executives Need to Know About Cloud Management Platforms
Cloud Management Platforms including AWS, Azure, and Google Cloud are changing the way corporate America manages computing and data storage. As Controllers and the corporate finance department take on more responsibility for technology spend and management, learn about cloud financial applications, cloud cost optimization and management techniques. Panelists include Sam Petras, Controller at VAST IT Services, and Troy Schildan, Cloud Platform Technical Manager for the VAST Cloud Platform who will share insights and answer audience questions.
The Controller’s Guide to Becoming a Digital Transformation Champion In 2021
In this on-demand webinar, Cortney Herington, Director of Digital Transformation at HighRadius, and former Director of Finance and Operations at Coca-Cola Bottlers, will explain what it takes to be a digital transformation hero, and how you can emerge as one within the corporate finance organization in the next normal. Cortney will deep dive into strategies to manage workforce and leadership expectations, promote a culture of continuous improvement and deploy the right technology for the finance department, as we move into 2021.
2021 Outlook – Webcast Panel Discussion
After an unprecedented 2020, what does 2021 hold for Controllers, CFOs, and corporate finance executives? With vaccines delivering hope, and a new administration taking over, what will the business and economic look like in 2021? To address all these uncertainties a world-class economist, along with a tax and regulation expert will share perspectives and answer audience questions.
You Survived 2020, How to Thrive in 2021
Our experts will discuss how you can best utilize people, processes and technology to build a strategy to allow your organization to achieve sustainable, profitable, long-term growth. You will also hear about navigating the tax landscape in the upcoming years ahead.
Accounting Robots: How to Automate the Finance Back Office
With remote workforces, Finance Automation has never been a hotter topic. Join our panel of experts to learn tips and best practices for the accounting and finance organization. Panelists include Chris Siegfried, CFO, Armanino LLP, Christopher Wetmore, Principal of the RSM Technology Advisory Practice, and Nick Ezzo, VP Marketing of Auditoria.AI, a leading Artificial Intelligence (AI) and SaaS automation company.
Annual / Strategic Planning for Success in 2021
No question, planning is more difficult than ever in these economic, political, and pandemic environments. How does the C-Suite manage annual, strategic and related planning? Learn from our panel that includes Via Strategy Group President/CEO, Jim Treleaven; G2 SVP Finance & Operations, Ted Weitzel; and FloQast Co-Founder and CEO, Mike Whitmire.
The Contemporary Controller – Study Results – Webcast
Join the Controllers Council to learn the results of an important benchmark study on the changing role of Accounting and Financial Controllers. Traditional roles of managing accounting operations and reporting still dominate, but rapidly changing pandemic and economic environments have expanded the Controllers responsibilities in technology, human capital, crisis management and corporate strategy. The objective of the study is to identity how Controllers and their accounting/finance departments are adapting and evolving.
Achieving Finance Reinvention – 5 Steps to Real Transformation
The best finance organizations are looking for different, if not daring, ways to improve the function of finance and the services they deliver. But these reinvention efforts often fail to gain traction with the team. Maybe they’re too tough to launch, too complex to maintain, or teams aren’t fully aware of what’s possible with a new solution. If businesses want to remain relevant in their market, they’ll need to remain competitive—and that requires an appetite for reinvention.
Controller to CFO: Path to Promotion
Interested in getting a promotion? Learn the secrets to success from a CFO that was a controller for multiple organizations. Ted Weitzel, SVP Finance & Operations, G2, and and Controllers Council Director will share his deep insights.
Saved by the Controller – Tales from the Boardroom
This webinar will feature “serial CEO” Jim Treleaven, and Gordon Nettleton, a career CFO/Controller, who will share their many experiences with Controllers that had significant impacts on their companies.
The Black C-Suite: Challenges and Opportunities
The Black C-Suite: Challenges and Opportunities features three black executives that will share experiences in their journey to the C-Suite, while the panel will discuss ideas and solutions for improving representation.
Startup Scaled to IPO–A Controller’s Perspective
This webinar features Brandt Kucharski, Chief Accounting Officer of Grubhub, and Mike Whitmire, CEO of FloQast with details on accounting for startups, funding, and IPOs including changing roles, talent, personal anecdotes, and more.
Accounting Controllers Roundtable – Webcast
Controllers Council hosted a webcast with our esteemed Board of Advisors to share insight into how each has managed during this pandemic, how roles and responsibilities have changed, and what are new priorities for Controllers now and in the near future.