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Agile Finance Summit

Discover insights on how finance and operations leaders can revolutionize their businesses with new technologies and out-of-the box thinking. Access all the sessions and resources from the Agile Finance Summit below.

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Keynote Panel

Readying for Agile, High-Performance Finance

Robert Freedman, Editor CFO Dive; Hunter Paletsas, CFO of GoDigital Media Group; Gary Gurevich, Controller at The Farmer’s Dog; and Gabrielle Picard, Accounting Manager at Toast, share their insights on preparing for and moving forward from the current crisis.

  • Get back on track to deliver high-performance finance and set the stage for eventual recovery.
  • Discover what organizations are doing to streamline and maintain operations right now.
  • Learn how finance has adapted revenue, budgets, and spending expectations.
Workshop

Turning Company Costs into Assets

Scott Case, founding CTO of Priceline and current CEO and Co-founder of Upside Business Travel, leads an interactive workshop that will get your creative juices flowing.

  • Flip your view of company expenses on its head.
  • Discover how to turn cost centers into revenue drivers.
  • Find innovative ways to maximize ROI.
Panel

Driving Agility with Real-time Visibility and Employee Empowerment

Temi Vasco, Controller at Gem, shares how improving her team’s agility allows them to spend less time on manual work and more time thinking strategically.

  • Understand how maintaining control and visibility facilitates better, faster decision making.
  • Empower employees with smart, policy-driven access to company money that ensures compliance without friction.
  • Learn how to partner with other departments to collaborate on forecasts, develop budgets, and reach your financial goals.

Fireside Chat

Effective Remote Communication and Management

Ashley Varney, HR Specialist at PoliteMail, and Moses Balian, HR Consulting Manager at Justworks, give their tips for optimizing remote operations and management.

  • Learn new ways to keep your teams engaged while remote.
  • Communicate effectively and efficiently with your workforce.
  • Develop a home office culture that supports your distributed team.

Fireside Chat

Boost Your Cash Flow: How to Better Manage, Predict, and Collect Cash

Carlos Vega, CEO of Tesorio, and Sebastian Wagner, Controller at Argus Media, delve into all things cash flow.

  • Learn how to proactively and accurately manage cash flow.
  • Evolve your processes and reporting to respond to market volatility.
  • Get best practices for maintaining an agile Credit & Collections process.
Presentation

Automate Tax Compliance to Achieve Financial Agility

By automating tax compliance, finance teams can ensure that they abide by the necessary regulations, without human error.

  • Understand typical steps businesses should consider for sales tax compliance.
  • Learn about the impact of new sales tax legislation.
  • Find one solution to calculate rates, prepare returns, and manage documents.
Panel

Best Practices for the Month-End Close for Remote Teams

Vera Nazarova, Financial Controller at White Ops, shares best practices for conducting month-end close remotely.

  • Improve team efficiency by connecting your people, process, documents, and reconciliations.
  • Leverage the unique strengths of a multi-generational workplace with cloud-based tools.
  • Take advantage of new technologies that offer extraordinary efficiency gains.

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