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CFO Strategy

  • Pandemic Planning for Business Resiliency
    Pandemic Planning for Business Resiliency
    Stephen Head, CPA, CBCP, CISSP, Director, IT Risk Advisory Services & Jeffrey Butler, Director, Risk Advisory Services Live 60 mins
    Managing operational resilience in today’s digital environment is extremely challenging. But what happens when the threat is not a computer virus, but a biological one causing much of your workforce to call in sick, either because they are infected or because they are afraid to come in to work. In response to the potential for a widespread pandemic, many organizations are working to create a plan for how essential business processes can be sustained in the face of a pandemic. Proactively dealing with the potential threat of a pandemic increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk, minimize the impact of a pandemic on essential operations, and ensure the continuity of essential services.
    This webinar will provide a high-level overview of the impact of a pandemic and explore the following:
    •How past pandemics provide us with a baseline for understanding the potential impact on an organization
    •Which elements of business continuity planning are most applicable to pandemic planning
    •Which elements of pandemic planning differ from traditional business continuity planning
    •Estimating the impact of a pandemic on your supply chain and service providers
    •How to determine your organization's readiness to continue essential operations during a pandemic
    •Ways to assess your current and future organizational exposure under different scenarios
    •Who should be involved (internal and external) in pandemic planning
    •What are some practical steps to begin implementing pandemic planning in your organization
    Whether or not you have a formal pandemic plan, this session will provide practical advice on what is involved in pandemic planning, how to incorporate it in your organization’s overall business continuity management efforts, and how pandemic planning can improve your organization’s ability to continue to operate during such a crisis.
    * eligible for 1.0 CPE credit
  • Webinar: Climate risk analytics for sovereign debt markets
    Webinar: Climate risk analytics for sovereign debt markets
    Katie Prideaux, Analytics Product Specialist,Yield Book, Helene Bakhtiar, Sustainable Investment Product, Beyond Ratings Recorded: Feb 19 2020 41 mins
    The Information Services Division of LSEG is pleased to announce that Beyond Ratings, a leading provider of climate risk in fixed income and Yield Book, a leading fixed income analytics platform, have combined their expertise in a flexible and transparent analytics solution.

    Learn how Beyond Ratings’ climate risk and ESG data can be utilized within Yield Book’s Excel Add-In for fixed income markets across 170+ sovereigns in this interactive webinar.

    THE WEBINAR WILL COVER:
    •Demonstration of how to conduct climate risk portfolio analytics on-demand, with transparency into 300+ underlying climate, social and governance-aligned factors through the Yield Book Excel Add-In
    •Create climate-adjusted portfolio and benchmark analytics, including measurement of your portfolio’s current carbon footprint, temperature trajectory and gap to 2-degree scenarios
    •Automation of reports for snapshotting ESG performance, understanding drivers of Sustainability Ratings and fulfilling numerous disclosure frameworks such as TCFD and PRI.

    Interested in the product? Contact sales@yieldbook.com for more information.
  • Accessing the Taiwanese equity market via an ESG index
    Accessing the Taiwanese equity market via an ESG index
    Alex Chen, Ph.D., CFA (FTSE Russell), Frank H. Lin (Yuanta Securities) Recorded: Feb 6 2020 35 mins
    With the growing demand, both in Asia and globally, for ESG considerations to be integrated into investment strategies, FTSE Russell has partnered with Taiwan Index Plus Corp. (TIP) to develop the first domestic Taiwan benchmark using the FTSE ESG Ratings and Data model.

    The FTSE4Good TIP Taiwan ESG Index is designed to measure the performance of companies on the Taiwan Stock Exchange that meet the globally recognised ESG inclusion standards used by the FTSE4Good Index Series.

    How can investors access the Taiwanese market while incorporating sustainable investment considerations?

    Join experts from FTSE Russell and Yuanta Securities as they discuss the cutting-edge methodology behind the FTSE4Good TIP Taiwan ESG Index and the potential benefits of investing in the Taiwanese market via an Exchange Traded Fund (ETF).

    Speakers:
    Alex Chen, Associate Director, Research & Analytics, FTSE Russell
    Frank Lin, Senior Manager, Index and Quantitative Investment, Yuanta Securities

    For more information about the index, please visit https://www.ftserussell.com/products/indices/ftse4good

    *** Please note that this webinar is addressed exclusively to professional/institutional investors in Europe and/or jurisdictions where Yuanta Securities' products are approved for distribution. ***
  • Live demo: Audit every dollar of AP spend with AI
    Live demo: Audit every dollar of AP spend with AI
    Angie Rodriguez Recorded: Feb 5 2020 35 mins
    Angie Rodriguez, Solution Consultant, AppZen, gives a high-level overview of how AppZen audits every dollar of AP spend and showcases the capabilities and key features of the AP Audit Platform.

    Attend this webinar to learn how to
    -Prevent duplicate charges
    -Enforce payment terms
    -Ensure compliance
  • SAP Travel Management On-Premise und SAP Concur – Teil 5
    SAP Travel Management On-Premise und SAP Concur – Teil 5
    Jürgen Rustige (SAP Inhouse Consultant - Bischof + Klein), Annika Herrmann (SAP Concur), Recorded: Feb 3 2020 21 mins
    In diesem letzten Teil der Webinar-Serie "Von SAP Travel Management On-Premise zu SAP Concur" berichtet Bischof & Klein davon, wie sie das Reisemanagement in die Cloud gebracht haben.

    Bischof + Klein hat mit seiner Wahl für SAP Concur eine strategische Entscheidung getroffen. Nachdem zunächst SAP Travel Management On-Premise eingeführt werden sollte, entschied man sich um – für die Cloud-Lösung. Warum? Lernen Sie die Hintergründe, Erfahrungen und Tipps & Tricks aus erster Hand.
  • Special "Österreich" Teil 1 - So bildet SAP Concur alle Kollektivverträge ab
    Special "Österreich" Teil 1 - So bildet SAP Concur alle Kollektivverträge ab
    Andreas Illavsky (rocon), Lisa Ziemer (SAP Concur) Recorded: Feb 3 2020 35 mins
    Das erste von zwei Webinaren für österreichische Unternehmen erklärt Ihnen, wie unkompliziert SAP Concur im Zusammenspiel mit rocon alle österreichischen Kollektivverträge abdeckt, Abrechnungsprozesse meistert und maximale Transparenz bietet.
  • Special "Österreich" Teil 2: Kollektivverträge abbilden - So einfach geht´s
    Special "Österreich" Teil 2: Kollektivverträge abbilden - So einfach geht´s
    Andreas Illavsky (rocon), Lisa Ziemer & Severin Schön (SAP Concur) Recorded: Feb 3 2020 45 mins
    Im zweiten Webinar speziell für österreichische Unternehmen haben wir Ihnen live und praktisch demonstriert, wie Sie schnell und einfach im End-to-End-Prozess eine Reise buchen und abrechnen und dabei maximal Ihre Mitarbeiter entlasten.
  • SAP Travel Management On-Premise und SAP Concur – Teil 4
    SAP Travel Management On-Premise und SAP Concur – Teil 4
    Pia Lübeck (Director, Global SAP Concur CoE), Siegfried Krause (Managing Director, neylux GmbH) Recorded: Feb 3 2020 50 mins
    Die Experten von neylux sind aufgrund ihrer SAP- und T&E-Historie Spezialisten in beiden Lösungen und schildern in diesem Teil, wie ein Umstieg von SAP Travel Management On-Premise zu SAP Concur in der Praxis abläuft. Sie teilen wertvolle Tipps & Tricks für das Implementierungsprojekt und berichten anhand von Beispielen, welche Herausforderungen aufkommen können und wie diese gelöst werden.
  • SAP Travel Management On-Premise und SAP Concur – Teil 3
    SAP Travel Management On-Premise und SAP Concur – Teil 3
    Pia Lübeck (Director, Global SAP Concur CoE), Siegfried Krause (Managing Director, neylux GmbH) Recorded: Feb 3 2020 26 mins
    In diesem Teil geht unser Partner neylux auf die typischen Fragen, Herausforderungen und Bedenken ein, die SAP Travel Management On-Premise Kunden haben, wenn sie vor der Entscheidung für einen Wechsel zu SAP Concur stehen. Aus seiner praktischen Erfahrung schildert er:

    - Wie kann ich in SAP Concur meine individuellen Prozesse abbilden?
    - Wie aufwändig ist das Set-up der Cloud-Lösung?
    - Wie viel kann oder muss ich intern leisten und was übernimmt SAP Concur bzw. ein Partner?
  • Implementierung von Concur Expense in 11 Tagen mit HR Campus - für den Mittelsta
    Implementierung von Concur Expense in 11 Tagen mit HR Campus - für den Mittelsta
    Stephan Bodenmann (HR Campus) Recorded: Feb 3 2020 31 mins
    Lernen Sie die Projekt-Methodologie von HR Campus kennen, mit der eine Implementierung in 11 Tagen erfolgreich durchgeführt werden kann.

    Wir zeigen Ihnen nicht nur, was unsere Aufgaben sind, sondern auch konkret, welcher Aufwand in welchen Projektphasen auf Sie und Ihr Projektteam zukommt.

    Nach dieser Session fällt Ihnen die interne Ressourcenplanung für solche Projekte leicht und Sie wissen, was Sie bei der Implementierung von SAP Concur mit HR Campus erwartet.
  • Automatisierte Reisekostenabrechnung – Gründe, warum Sie Ihren Prozess jetzt aut
    Automatisierte Reisekostenabrechnung – Gründe, warum Sie Ihren Prozess jetzt aut
    Sören Ecke (SAP Concur) Recorded: Feb 3 2020 44 mins
    Ist Ihr Reisekostenabrechnungsprozess noch manuell? Verbringen Sie und Ihre Mitarbeiter zu viel Zeit mit ihren Reisekostenabrechnungen? Fehlt Ihnen die Übersicht und Kontrolle darüber, was in Ihrem Unternehmen für Reisen ausgegeben wird?

    In dieser Webinar-Aufzeichnung erfahren Sie die Gründe, warum Sie Ihr Reise- und Spesenmanagement jetzt automatisieren sollten und dabei Zeit sparen, effizienter werden, Compliance-Risiken vermeiden und finanzielle Potenziale für Ihr Unternehmen erschließen.

    Begeben Sie sich mit uns auf eine Reise und erfahren Sie alles über die Vorteile des modernen Reisekostenmanagements und wie die Automatisierung des Reisekostenprozesses für mittelständische Unternehmen funktioniert.
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Jan 30 2020 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback
  • How to Speed Up Your NetSuite Accounts Receivable Process
    How to Speed Up Your NetSuite Accounts Receivable Process
    Tim Demetres Sr. Account Executive @ Paystand & Ian Wymond Account Executive @ Paystand Recorded: Jan 30 2020 30 mins
    Your Accounts Receivable process doesn’t have to require hours of manual tasks to manage it effectively. Using Paystand’s SuiteApp, you can automate everything from invoice to reconciliation without leaving your NetSuite dashboard. Join us for a live chat on how to speed up your A/R process.

    What you’ll learn:

    -Add payment links to Invoices, Sales Orders, and Statements
    -Instantly apply transactions against open invoices in NetSuite
    -Automatically match and reconcile bank transactions
    -Reduce costs with Least Cost Routing and ‘Payer-Pays-Fees’
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Jan 29 2020 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • SkyStem: Back to Basics with Reconciliations
    SkyStem: Back to Basics with Reconciliations
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Jan 28 2020 59 mins
    [Live Recording] It's time to show some love for the workhorse of the financial close process -- balance sheet account reconciliations! Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid.

    Please note: CPE credit not available for this playback.
  • How Native Payments Can Unlock Value for Your Startup
    How Native Payments Can Unlock Value for Your Startup
    Kristopher Riley, Head of Business Development @ Paystand & Eduardo Lopez, Content Marketing Manager @ Paystand Recorded: Jan 28 2020 26 mins
    Are you losing 3-5% of revenue to your payments partner? Using native payments, startups like Airbnb, Lyft, and Shopify are enabling new types of on-platform transactions to drive billions in revenue. Join us for a live webinar on how startups can use native payments to outgrow their competitors.

    What you’ll learn:

    -How Fintech-enabled marketplaces can upend both traditional offline industries and incumbent marketplaces
    -Actionable ways on-platform transactions drive exponential value
    -Our step-by-step process for enabling 2-sided marketplaces
    -How to remove friction during new user on-boarding
  • Scale Digital - Slot 2: 10 Trends Reshaping Banking in 2020
    Scale Digital - Slot 2: 10 Trends Reshaping Banking in 2020
    Puneet Chhahira | Rajamaiya | James Buckley Recorded: Jan 28 2020 64 mins
    What does it take for a bank to #ScaleDigital across all the five critical areas: business model, organization, automation, technology, and culture? What will be the key shifts in 2020? What are transformation leaders doing right and what will they change in 2020?

    Join us for a webinar next week to learn the key trends banks like yours will need to scale transformation journeys in 2020.


    Date: 28th January 2020, Tuesday
    Slot 1: 08:00 AM GMT / 04:00 PM SGT / 01:30 PM IST
    Slot 2: 10:30 AM EST / 03:30 PM GMT / 09:00 PM IST
  • Scale Digital - Slot 1: 10 Trends Reshaping Banking in 2020
    Scale Digital - Slot 1: 10 Trends Reshaping Banking in 2020
    Puneet Chhahira | Rajamaiya | James Buckley Recorded: Jan 28 2020 61 mins
    What does it take for a bank to #ScaleDigital across all the five critical areas: business model, organization, automation, technology, and culture? What will be the key shifts in 2020? What are transformation leaders doing right and what will they change in 2020?

    Join us for a webinar next week to learn the key trends banks like yours will need to scale transformation journeys in 2020.


    Date: 28th January 2020, Tuesday
    Slot 1: 08:00 AM GMT / 04:00 PM SGT / 01:30 PM IST
    Slot 2: 10:30 AM EST / 03:30 PM GMT / 09:00 PM IST
  • SkyStem: From Caterpillar to Butterfly
    SkyStem: From Caterpillar to Butterfly
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Jan 23 2020 58 mins
    [Live Recording] Metamorphosis describes the process of transformation from a child form to a mature form in two or more distinct stages. Within your organization, some of the key finance processes have worked the same way for decades, and could probably benefit from a transformation of sorts. Join us in this webinar where we explore common technologies that can be easy incorporated into your current processes to modernize the traditional workplace. We'll cover everything from time and expense reporting, to accounts payable, to budgeting as well as financial close automation.

    Please note: CPE credit not available for this playback
  • 4 limitations of the three-way match you need to consider
    4 limitations of the three-way match you need to consider
    Ryan Birdsall Recorded: Jan 22 2020 27 mins
    The three-way match, which cross-references invoices, purchase orders, and receiving documents before issuing payments, has been considered the industry-standard procedure in accounts payable departments for years—until now.

    As businesses become more sophisticated, there are far more data points to confirm the validity of an invoice. Does it include all early payment discounts? Are the payment terms (net 30, net 60) enforced?

    Unfortunately, many accounts payable departments don’t have the time or resources to manually check these items and are unknowingly being overcharged for services that they didn’t receive, or products that aren’t for the negotiated rates or terms.

    Join Ryan Birdsall, Customer Success Manager, AppZen, as he discusses why Star Match brings far greater precision to the spend approval process than you’ve had in the past.
  • SkyStem: Seducing the Auditors with Internal Controls
    SkyStem: Seducing the Auditors with Internal Controls
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Jan 21 2020 57 mins
    With the auditors approaching (or maybe they just never left), the accounting team needs to put its best foot (and documentation) forward in order to avoid a long and drawn out affair with the auditors. Join us in this webinar, where we share the best ways to build and maintain your internal controls infrastructure to impress your auditors and make the year-end audit as quick and painless as can be.

    Please note: CPE credit not available for this playback.
  • SkyStem: Perfecting the Close Checklist
    SkyStem: Perfecting the Close Checklist
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Jan 16 2020 55 mins
    [Live Recording] It's time to spruce up the close checklist! Join us in this webinar where we will revisit best practices as well as practical tips to help improve the financial close process. Whether you have a close checklist, a close calendar, or even if you are still forming a close process, these practices will surely help your period-end close.

    Please note: CPE credit not available for this playback
  • Factor Insights: 2019 performance and the link between behavior & economic cycle
    Factor Insights: 2019 performance and the link between behavior & economic cycle
    For investors located in APAC, with Philip Lawlor, MD global markets research and Marlies van Boven, MD research & analytics Recorded: Jan 16 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour.

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • Factor Insights: 2019 performance and the link between economic cycle & behavior
    Factor Insights: 2019 performance and the link between economic cycle & behavior
    Webinar for investors in the Americas and Europe Recorded: Jan 15 2020 24 mins
    Following the publication of FTSE Russell's quarterly 'Market Maps Factor Indicator' report in January, Philip Lawlor, managing director global markets research and Marlies van Boven, managing director, research & analytics will present its key findings and:

    • Review factor performance across the regions in 2019
    • Examine the link between the economic cycle and factor behaviour

    In the live Q&A session that follows the presentation, you’ll have an opportunity to submit questions that are most important to you and hear first-hand insights from our speakers.
  • SkyStem: Spooky Tales from the SEC
    SkyStem: Spooky Tales from the SEC
    Nancy Wu, Sales and Customer Support, SkyStem Recorded: Jan 14 2020 56 mins
    [Live Recording] Join us in this webinar, where we arm ourselves with knowledge that can help our organization deter and detect organizational fraud. Learn the most common fraud practices, the best fraud detection and prevention activities, as well as recent SEC fraud cases.

    Please note: CPE credit not available for this playback
  • The Automation Journey Towards Compliance Adherence and Quality
    The Automation Journey Towards Compliance Adherence and Quality
    Warren Ledingham, GM Kryon Feb 24 2020 3:00 pm UTC 37 mins
    It is estimated that 45% of workforce tasks can be automated, saving an estimated $2 trillion in global workforce costs. Software robots are easy to configure and do not require extensive IT knowledge.

    For internal audit, RPA presents both opportunity and responsibility. By helping the organization understand and control RPA risks and identifying opportunities to embrace RPA within their own organization, internal audit can position themselves as trusted advisors. It can also help internal audit increase productivity, expand its risk coverage and help address the ongoing compliance burden by doing more with less.
  • Strategies for Shifting Your Customers to Digital Payments
    Strategies for Shifting Your Customers to Digital Payments
    Leela Suppiah, Head of Customer Success @ Paystand & Mark Fisher, VP of Marketing @ Paystand Feb 26 2020 6:00 pm UTC 45 mins
    Are your customers still paying you through costly legacy payment methods like paper checks? Moving towards a digital payment experience can lower your DSO, streamline your process, and save your team hours of manual work. Join us as we provide strategies for moving your customers away from expensive and time-consuming payment methods.

    You’ll learn:

    -Legacy Vs. Digital Payments
    -Advantages of going digital
    -How BIIA was able to do it
    -Cheat Sheet for success
    -Options for businesses
  • 5 Tips for Reducing T&E Leakage with AI
    5 Tips for Reducing T&E Leakage with AI
    Join Ryan Birdsall, Customer Success Manager, AppZen Feb 26 2020 7:00 pm UTC 24 mins
    Auditing expense reports requires auditors to closely examine each expense to verify if the correct receipts are attached, and make sure the receipt matches the information input by the employee.

    This may sound daunting, but this process is essential for catching potential mistakes – or worse, fraud within travel and entertainment (T&E) spend.

    Join Ryan Birdsall, Customer Success Manager, AppZen, as he discusses how to make sure that your auditors focus their attention on the most important items.

    AppZen’s AI alleviates the burden auditors endure when tasked with reviewing and verifying receipts attached to an expense report by catching any mistakes, out-of-policy spend, and more.
  • Breaking RPA’s Glass Ceiling - The Future of Automation
    Breaking RPA’s Glass Ceiling - The Future of Automation
    Daniel Peled, VP Global Advisories and Digital Transformation Kryon Feb 28 2020 3:00 am UTC 17 mins
    RPA is one of the most innovative global industries driving operational transformation today, delivering unprecedented levels of speed, personalization, agility and cost-efficiency. However, RPA projects are often held back by scalability issues.

    Join us to for insider's insight on:
    ● What are the reasons for this?
    ● How can it be prevented?
    ● What is the RPA revolution?
    ● How will AI impact RPA?
  • Q1 Global Market Review: How is coronavirus impacting market drivers?
    Q1 Global Market Review: How is coronavirus impacting market drivers?
    Philip Lawlor, managing director, Global Markets Research, FTSE Russell Mar 4 2020 10:30 am UTC 45 mins
    Join Philip Lawlor, managing director, global markets research, for a 30-minute webinar, during which he will share his analysis of global equity and bond markets, review current market drivers, such as valuation, earnings and financial conditions, all within the context of the coronavirus pandemic.

    Key discussion points:

    • How stretched are valuations?
    • How are flattening yield curves affecting risk appetite?
    • What is happening to EPS revisions?
  • Q1 Global Market Review: How is coronavirus impacting market drivers?
    Q1 Global Market Review: How is coronavirus impacting market drivers?
    Alec Young, managing director of Global Markets Research, FTSE Russell Mar 4 2020 4:00 pm UTC 45 mins
    Join Alec Young, managing director, global markets research, for a 30-minute webinar, during which he will share his analysis of global equity and bond markets, and review current market drivers, such as valuation, earnings and financial conditions, all within the context of the Coronavirus pandemic.

    Key discussion points:

    • How stretched are valuations?
    • How are flattening yield curves affecting risk appetite?
    • What is happening to EPS revisions?
  • Q1 Global Market Review: How is coronavirus impacting market drivers?
    Q1 Global Market Review: How is coronavirus impacting market drivers?
    Philip Lawlor, managing director of Global Markets Research, FTSE Russell Mar 5 2020 3:00 am UTC 45 mins
    Join Philip Lawlor, managing director, global markets research, for a 30-minute webinar, during which he will share his analysis of global equity and bond markets, review current market drivers, such as valuation, earnings and financial conditions, all within the context of the coronavirus pandemic.

    Key discussion points:

    • How stretched are valuations?
    • How are flattening yield curves affecting risk appetite?
    • What is happening to EPS revisions?

    Supported by the CFA Institute Asia-Pacific Research Exchange
  • Corporate Secretary Webinar – Ensuring efficient global entity management
    Corporate Secretary Webinar – Ensuring efficient global entity management
    Corporate Secretary and CT Corporation Mar 11 2020 3:00 pm UTC 60 mins
    In-house legal teams are being asked to do increasingly more for their companies – often without additional resources. These growing workloads are in many cases a result of boards increasingly turning to general counsel for guidance and insight on risk mitigation and strategy. They in turn must find the most efficient and cost-effective ways of tackling the demands they face.

    Global entity management is a prime example of an important area where general counsel and their teams need to – and can – find ways to ensure maximum efficiency while also ensuring their companies are complying with an increasingly complex set of global regulations.

    Corporate Secretary has partnered with CT Corporation to deliver you this webinar. Corporate Secretary and CT Corporation will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or CT Corporation. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and CT Corporation’s privacy policy: ct.wolterskluwer.com/privacy-policy.
  • Recurring Revenue Models Continue to Evolve,  Are You Prepared?
    Recurring Revenue Models Continue to Evolve, Are You Prepared?
    Lily Varon, Forrester Analyst Mar 11 2020 5:00 pm UTC 60 mins
    Join our featured speaker, Forrester Analyst, Lily Varon, and BillingPlatform CEO, Dennis Wall, as they explore the role technology plays in the evolution of your business and your billing models.

    60% of finance professionals plan to launch new products in 2020 to increase their product mix, according to BillingPlatform’s 2020 survey, Trends in Finance. And, another 35% plan to leverage recurring or usage-based pricing.

    Do you have the systems to support this level of agility?

    In this 45-minute webinar, Lily and Dennis will dive deep into the latest trends for recurring revenue models, new product innovations and the challenges many companies face.

    Register for this webinar and you’ll discover:
    - How and why businesses are changing their business models
    - What you need from billing technology to support your business needs
    - What does it take to make it happen?
  • Achieve Software Business Agility: Salesforce + BillingPlatform DataSync
    Achieve Software Business Agility: Salesforce + BillingPlatform DataSync
    Nick Mennella, BillingPlatform Mar 25 2020 5:00 pm UTC 45 mins
    Accelerate the Prospect-to-Cash Process

    Many of the world’s most successful software businesses rely on the Salesforce CRM to enable their sales and account management success. However, many of these data-driven software companies haven’t connected Salesforce with their billing solution--missing out on valuable insights and process efficiencies.

    Join this webinar to discover the benefits of connecting Salesforce directly to your billing solution. In this 45 minute webinar, Nick Mennella from our Solutions Consulting Team, will demonstrate how a tight integration between billing and Salesforce means a software company can accelerate order management, save time and achieve smoother billing operations.

    BillingPlatform will highlight the following benefits that software companies realize by integrating BillingPlatform and Salesforce:
    - Establishing point and click, bi-directional configuration with Salesforce
    - Enabling support for standard and custom objects and fields in both Salesforce and BillingPlatform
    - Automating order management processing
    - Gaining deep insight into account information, such as usage and payments
    - Improved forecasting and new opportunity identification
    - Tracking key performance indicators
  • 5 Steps to Scale your Company from Early- to Growth-Stage
    5 Steps to Scale your Company from Early- to Growth-Stage
    Sage Intacct x VentureBeat Apr 21 2020 5:00 pm UTC 60 mins
    How do SaaS companies scale? Automation is the key. It can significantly speed up quote-to-cash cycles and shorten your close cycles, free up cash to make investments, and help increase your valuation with more accurate forecasting. Plus, with cash flow improved, you can accelerate hiring, create and test new products, and more.

    Key Takeaways:

    * 7 Mistakes to avoid when automating your B2B subscription billing model
    * The 5 steps required to build your subscription financial processes
    * 3 Tips on choosing the technology stack that will help you grow

    Speakers:
    *David Appel, Head of Software & SaaS, Sage Intacct
    *Stewart Rogers, Analyst At Large, VentureBeat

    More speakers coming soon!