Let’s get agile!

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.

In other words, finance needs to be agile. Modern technologies have changed operational finance from reactive number crunchers and CF‘No’s to strategic partners with valuable insights to share.

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Agenda

Keynote: Readying for Agile, High-Performance Finance

Join our esteemed panel of CFOs and Controllers as we discuss the path to getting back on track to delivering high-performance finance and setting the stage for our eventual recovery.

Discover what organizations are doing to streamline and maintain operations right now.
Learn how finance has adapted revenue, budgets, and spending expectations.
Identify which indicators should be considered for establishing a return to growth/expansion mindset.

Turning Company Costs into Assets

Join this workshop with Scott Case, founding CTO of Priceline and current CEO and Co-founder of Upside Business Travel.

Scott will help you get outside of your comfort zone and flip your view on costs on its head.
Dare to think about cost centers creatively and turn them into revenue drivers.

Driving Agility with Real-time Visibility and Employee Empowerment

Temi Vasco, Controller at Gem, will share 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.

Partner with other departments to reach your goals and collaborate on budgets and forecasts.

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Effective Remote Communication and Management

As the future of the office remains uncertain, businesses must optimize their remote operations.

Learn new ways to keep your teams engaged while remote.

Communicate effectively and efficiently.

Develop a home office culture that supports your distributed team.

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

With business uncertainty at an all-time high, accurate cash flow has become more pertinent than ever before. Join Carlos Vega, Tesorio’s CEO to learn:

How to proactively and more accurately manage cash flow.

How to evolve processes and reporting to respond to market volatility.

Best practices for maintaining an agile Credit & Collections process.

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.

Best Practices for the Month-End Close for Remote Teams

Conducting month-end close remotely adds an additional layer of challenges to an already complex process.

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.

Do More, With Less

Try the intuitive software built to simplify spend and scale with you.

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© 2024 Teampay Corporation. Teampay is a financial services platform, not a bank. Banking services are provided by Teampay's bank partners. The Teampay Card is issued by Sutton Bank pursuant to a license from Visa USA Inc. The Teampay Card is also issued by Choice Bank, which is a division of Choice Financial Group, Member FDIC, pursuant to licenses from Mastercard.

FDIC insurance is available on customer funds through pass-through insurance at Choice Financial Group, Member FDIC where we have a direct relationship for the placement of deposits and into which consumer funds are deposited. Pass-through insurance is only available if certain conditions have been met, and there may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail.

For clients based in the United States, payment services for Teampay Corporation are provided by The Currency Cloud Inc. which operates in partnership with Community Federal Savings Bank (CFSB) to facilitate payments in all 50 states in the US. CFSB is registered with the Federal Deposit Insurance Corporation (FDIC Certificate #57129). The Currency Cloud Inc is registered with FinCEN and authorized in 39 states to transmit money (MSB Registration Number: 31000206794359). Registered Office: 104 5th Avenue, 20th Floor, New York , NY 10011. Please find a link to Currencycloud’s terms of use here.

Agile Finance Summit