Agile Finance Summit 2021 On-Demand Sessions

Corporate finance and operations professionals are responsible not only for overseeing company money day-to-day, but also developing a financial strategy that will ensure the long-term health of the business. In times of change, finance teams must develop an intelligent and well-thought out plan to successfully navigate the rough waters ahead, while still acting quickly and decisively.

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Finance as Customer Service: 4 Keys to Happier Customers

Join Joe Garafalo, Co-Founder and COO of Mosaic, and Brian Weisberg, Head of Finance and Business Operations at Tidelift, as they explore the idea of building your workflow and tech stack around your customers. In this presentation, you will learn:

  • Why collaboration is the make-or-break skill for the next generation of finance leaders
  • The importance of creating a common language for finance and the rest of the business
  • How to collaborate with business unit leaders to build workflows for strategic success
  • What finance needs to do to become trusted partners to those on other teams

Human Centric Finance

In a job seeker’s market, it’s crucial that companies invest in all aspects of the employee experience to attract and retain top talent. Free lunches and gym memberships are great, but many employers miss opportunities to address key pain points that subconsciously eat away at employees’ patience. Employee experience can’t be left to the HR team alone–it requires commitment and creativity from all departments, including finance.

  • Implementing simple, user-friendly tools and processes
  • Empowering employees to focus on their jobs instead of complex finance policies and processes
  • Democratizing access to finance data to drive better decision-making for employees and managers
  • Automating processes that typically cause friction between finance and employees, like policy enforcement and reconciling expenses

Combining People and Data for Total Cash Flow Control

Companies with strong cash flow control their own journey. As finance departments are becoming more technology-enabled and dispersed, the need for stronger communication and collaboration across teams is growing. Connecting finance teams with data, each other, colleagues across their businesses and their customers is critical for company-wide cash flow visibility, predictability, and control.

  • Why the need for technology and stronger communication is more important than ever in your finance department
  • How connecting your finance team with data, departments across the company, and customers is critical to company-wide cash flow visibility, predictability, and control

Next Generation Finance

Join Teampay’s Natalie Toh and Andres Rivero as they address common finance challenges from our recent Beyond the Balance Sheet survey and share fresh ideas for tackling them going forward. You’ll learn

  • How to move your finance department towards innovation, daily
  • Why seasoned veterans and creative newcomers are both essential to your finance team
Fireside Chat

Financial Diligence For Your Next Raise

Set the stage for your next raise with tips from industry experts. It’s imperative to tackle financials before presenting to investors. During this panel, our experts will guide you through everything you’ll need to know from a financial perspective for your capital raise. In this session you’ll learn:

  • Proper financial reporting and forecasting
  • Advice on how to answer financial diligence questions required to secure a close
  • Cleaning up books and records and making them audit-ready
  • Building out processes to enhance financial reporting and projections

The Evolution of Cash Flow Management Options

The presentation will cover some of the new Working Capital options, including Plastiq. Plastiq is an innovative option that enables companies to readily access the capital they already have available from their Commercial Card programs.

  • Some of the new working capital/short term capital options available in the market
  • Considerations when adopting new working capital options
  • How Plastiq enables companies to tap into working capital they already have

Remote Finance and the Future of Work

Modern companies were already trending toward more flexible, distributed workplaces when the pandemic arrived and throttled us all into the future. Finance teams quickly learned that the old ways of working wouldn’t fly in a remote environment, and they’ve been experimenting and adapting ever since. You will learn:

  • How to build a finance team remotely
  • How finance can improve communication across your distributed organization
  • How to create a consistent, positive purchasing experience for all types of employees
  • How to improve cross-functional relationships in a remote/hybrid setting
  • How to maintain visibility for finance in a remote environment

The New Purpose for Business Traveling: Connecting Teams

We live in a globalized world, which means that building meaningful relationships plays a significant role in business success. Working with diverse, multicultural teams takes that one step further. Those teams are more creative and productive but many times they lose out on cultural nuances in video calls. You’ll learn:

  • How agility is important to the future of work
  • Why it’s important to embrace in-person meetings in a global environment
  • How to facilitate your business travel and expense management operations

Prepare to Automate: How to Set Your Finance Team Up for Success

As the corporate finance landscape grows more complicated, automation and scale become imperative for finance teams that don’t want to get left behind or pigeon-holed as a back-office function. But teams need to be strategic about what–and how–they automate. In this presentation you’ll learn:

  • Understand what you’re working with
  • How to build a solid foundation of processes before jumping in
  • Consider your timing and have a post-implementation plan
  • Why to align your automation plan with company-wide initiatives

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