Name: Soldo Product Demo : The flexible spend management platform
Start: 2022-12-07T15:00:00Z
End: 2022-12-07T15:00:37.000Z
Location: BrightTALK
Rating: 0

Over 30,000 finance teams use Soldo to enable efficient company and employee spending, automating finance processes end-to-end with card payments, expense management, approvals, and accounting integrations.

What do a retail powerhouse, a manufacturing giant, and a financial services titan have in common? According to our guest Helen Ashton, it’s the universal value of cross-sector experience. In conversation with David McClelland, Helen shares her fascinating journey through multiple industries, emphasising how diverse roles have armed her with unique insights and essential relationship-building skills.

A finance leader with over 30 years of dynamic experience, Helen's expertise is a masterclass on leveraging core finance skills to adapt and thrive in new environments. She shares the common challenges finance leaders encounter and the strategic importance of honing influencing skills to drive business success. From spearheading technological innovations to nurturing a young, diverse team, Helen’s time as CFO at online fashion giant ASOS is a testament to truly visionary leadership.

This episode also explores how innovative hiring practices and open-minded recruitment can enhance finance teams, fostering a rich pool of future talent ready to take on CFO roles in the future. Candidly reflecting on the slow progress made in diversity and inclusion in senior finance roles and her own vision for the future of finance - transformed by data automation and strategic involvement - paint a compelling picture of a field ripe for rebranding. This episode is brimming with insights on the evolving landscape of finance leadership, championed by a true industry veteran.

Helen founded Shape Beyond after 25 years of transforming complex, high-growth organisations. She’s worked at Executive Board level and led private equity portfolio businesses to successful exit. Shape Beyond’s deep knowledge of the retail industry is fuelled by Helen’s time as the CFO of ASOS and board member of JD Sports. We embrace digital transformation and agile, diverse cultures.

A Masterclass in Cross-Sector Success & Financial Innovation with Helen Ashton

In this episode of The CFO Playbook, David McClelland talks to Mehjabeen Patrick, Director of Finance at Arts University Bournemouth, about the challenges and opportunities of finance leaders in the creative sector.

As former Chief Finance and Investment Officer at Creative UK, Mehjabeen is all too aware of the financial challenges faced by creative businesses. From her early days working in the banking sector, Mehjabeen is a passionate advocate of finding creative approaches in all aspects of finance. From distributing government grants to providing business mentoring, she highlights the need for finance leaders to actively listen to and learn from creatives, to drive both artistic and economic growth.

Drawing from over 20 years of experience in the sector, Mehjabeen shares the importance of thinking outside the box. Hear how she thinks finance leaders should embrace creative approaches while managing budgets, by bringing design thinking into their day to day work. This episode also explores the impact of technology and digital innovation to engage diverse audiences by telling finance stories in new ways.

Chapters:

(0:02:56) - Finance Leadership in the Creative Sector
(0:16:20) - Finance and Creativity in the Arts
(0:24:11) - The Impact of Technology on Creativity
(0:36:14) - Thinking Outside the Box in Finance

Financial Strategies to Empower Creative Minds with Mehjabeen Patrick

In the latest episode of The CFO Playbook, David McClelland is joined by Giles Andrews OBE, co-founder of Zopa, the world’s first P2P lending business launched in 2004, to discuss two decades working in FinTech and the role of artificial intelligence in shaping the financial services of the future.

Finding himself as an accidental CFO in the early days of Zopa thanks to an accountancy qualification, Giles progressed to CEO and Chairman and is still an active Board Member, responsible for in excess of £4bn in loans in the UK, and revolutionising the way we look at banking.
Reflecting on the economic storms faced globally over the past few years, Giles offers an insider's perspective on the 2008 financial crisis, revealing how it inadvertently fuelled Zopa's growth by transforming the lending landscape. Now managing a diverse portfolio, from the intricacies of Zopa's operations to Chair of online automotive marketplace CarWow, Giles is all too familiar with the challenges faced against a backdrop of evolving consumer behaviour and digital upheaval.
In a world now captivated by artificial intelligence, he shares his thoughts on the positives in work efficiency and improved user experience in customer service, but expresses concerns about ethics and governance, especially in financial services. Balancing innovation and regulation, Giles highlights the importance of ethical leadership and community spirit to ensure a prosperous ecosystem for businesses of all sizes, whilst embracing advancements in technology.

Shaping Ethical Finance in the Age of AI with Giles Andrews OBE

In this episode of The CFO Playbook, David McClelland explores how financial management should be embedded into company culture with Richard Dana, co-founder and CEO at Tembo Money.  
With a background in corporate finance, Richard shares how he leveraged his interest in travel to co-found the budget-boutique hotel booking platform Doris and Dickie, and the lessons learned from being thrifty in balancing the books from day one with a small team, managing by cost. 
Reflecting on his role as CFO at Founders Factory, a unique platform matching leading corporate brands with industry expertise with innovative start-ups to solve specific pain points within their sector. Richard affirms his mantra that founders should focus on being thrifty and making every pound work hard, whilst having a path to profitability and a clear understanding of the financials. 
Now on a mission to address the housing affordability crisis, Richard co-founded family lending platform Tembo Money, with the aim of closing the generational wealth gap by broadening access to homeownership. With no CFO currently in place, the focus since its launch in 2020 has been on becoming profitable with a lean team and outsourced accountancy. Richard highlights that despite the crossovers between the CFO and CEO roles, there is a much greater focus on "selling the business" as a CEO, whilst keeping an eye on the money during the early days of growing a new business. 
 
Finally, against the backdrop of the current economic landscape, Richard gives his view on starting a business in a recession; although it's challenging, partnering with established companies and focusing on a product with a real customer need can help mitigate risks. Extending cash runway is crucial for startups, and involves monitoring cash flow, cutting costs, and exploring non-investment funding options.

Navigating Financial Innovation in Economic Downturn with Richard Dana

Welcome to a new series of The CFO Playbook, brought to you by Soldo.

In this episode, our new host, technology reporter, presenter and consumer champion, David McClelland talks to Baron Anyangwe, a finance leader, about his journey and insights into leadership.

They discuss the importance of flexibility and passion in career choices, the impact of volunteering, and Baron’s own holistic leadership framework. The framework includes principles such as widening perspectives, finding meaningful work, focusing on strengths, and setting milestones for progress.

Baron emphasises the importance of markers and milestones in guiding progress and decision-making, including the 6 Ps of success: Purpose, Principles, Priorities, Progress, Play, and People Skills. The episode also explores the value of playfulness in fostering creativity and innovation, whilst retaining the need for experimentation and adaptability in finance leadership.

This episode also delves into the rise of B Corp businesses and the challenges and opportunities they present for sustainability, reflecting on the concept of liberating finance and the role of finance leaders in driving positive change.

Chapters - 

(0:00:01) - Leadership Framework
(0:11:12) - Protect the Magic, Ditch the Rest
(0:18:29) - Play, People Skills in Finance
(0:27:31) - Balancing Long-Term Sustainability in Business
(0:39:13) - Evolving Finance for Sustainable Business

Creating a Legacy of Impactful Finance Leadership with Baron Anyangwe

Spese di trasferta e di rappresentanza
Nuove regole e soluzioni a disposizione delle aziende

Registrati ora per scoprire, con il supporto della Commercialista Francesca Masotti, del nostro CEO Carlo Gualandri e con la partecipazione di Sebastiano Barisoni di Radio24, la nuova normativa sulle spese T&E, le implicazioni per le aziende ed i vantaggi che la soluzione Soldo offre in termini di tracciabilità e conformità integrate.

In questo webinar scoprirai:

I punti salienti della normativa
Quali soluzioni a disposizione delle aziende
I benefici offerti dalla soluzione Soldo

Relatori: 
Sebastiano Barisoni
Vicedirettore
Radio 24

Francesca Masotti
Commercialista e Partner
studio Masotti Cassella

Carlo Gualandri
Chief Executive Officer
Soldo

Spese di trasferta e di rappresentanza - Nuove regole e soluzioni a disposizione delle aziende

Spese di trasferta e di rappresentanza
Nuove norme sulla tracciabilitàai fini del corretto trattamento fiscale
Con la partecipazione di 

Registrati ora per scoprire l’impatto della Legge di Bilancio 2025 sulle aziende e come assicurarti la conformità e la deducibilità delle spese di trasferta e rappresentanza.

In questo webinar scoprirai:

I punti salienti della normativa
L’impatto della doppia tassazione
Come assicurarti spese sempre tracciabili e deducibili

Relatori:
Maria Adele di Comite
Research Director, Financial Insights Corporate and Retail Banking
IDC

Carlo Gualandri
Chief Executive Officer
Soldo

Spese di trasferta e di rappresentanza

Legge di Bilancioe spese T&E - Come SOL Group ottimizza la gestione delle spese con Soldo
Registrati ora per scoprire come il nostro cliente SOL Group ottimizza con Soldo la gestione delle spese di trasferta e rappresentanza, in completa conformità con la nuova regolamentazione pubblicata nella Legge di Bilancio 2025.

In questo webinar, scoprirai:

1)I punti salienti della nuova normativa
2) L’evoluzione nel modo di gestire le spese grazie alla collaborazione di SOL Group e Soldo
3) I benefici di una gestione evoluta in conformità alla Legge di Bilancio

Relatori: 
Flavia Alzetta
Chief Business Officer – Financial Services
Soldo

Massimo Naselli
Responsabile Amministrazione del Personale
SOL Group

Legge di Bilancio e spese T&E - Come SOL Group ottimizza la gestione delle spese con Soldo

Il nuovo capitolo delle spese aziendali tra innovazione tecnologica e regolamentazione, con Enrico Pagliarini e Mauro Meazza
La Digital Round Table di Radio 24 delinea le novità normative e le strategie per adeguarsi alle novità introdotte dalla Legge di Bilancio nella gestione delle spese aziendali, che richiede l’uso di strumenti tracciabili per poter dedurre le spese di T&E. L’incontro è anche l’occasione per descrivere un nuovo approccio definito “Finanza Progressiva” che consente una gestione finanziaria maggiormente autonoma, decentralizzata e basata sulla fiducia nelle persone.

In questo webinar approfondirai:
1) I dettagli della Legge di Bilancio 2025
2) L’impiego di software avanzati e piattaforme integrate
3) Come pianificare le trasferte, automatizzare i rimborsi e digitalizzare ricevute

Relatori:
Alessandro Galbarini
Group CFO di Brugola OEB Industriale

Carlo Gualandri
CEO di Soldo

Daniele Palombi
CFO Gruppo Sideralba

Elena Panzera
Senior HR Vice President Sas, Presidente AIDP Lombardia

Claudio Rorato
Esperto di Digital Transformation, Direttore Scientifico dell’Osservatorio Professionisti e dell’Osservatorio PMI del Politecnico di Milano

Stefano Sirocchi
Partner Sirocchi SpA ed esperto Il Sole 24 Ore

Digital Round Table di Radio 24

76% of senior leaders say their business has missed growth opportunities because employees didn’t have access to budgets. 

Productivity is critical to running a successful business. But with rising costs and fluctuating markets, businesses find it harder than ever to drive efficiency and achieve growth.
 
Soldo’s 2025 Productivity at Work report uncovers five key challenges to productivity and explores the finance team’s role in driving change.
 
In this webinar, we cover: 

What’s holding businesses back from achieving productivity
Why acting quickly is essential for growth
How finance leaders can close the gap between business goals and the reality of restrictive processes

5 Productivity Challenges Finance Leaders Must Overcome to Drive Growth

Simplify ESG Reporting and Drive Sustainability with Soldo’s Carbon Emissions Tracker
With new CO2e regulations (CSRD & SECR) on the horizon, outdated processes are making emissions tracking slow, manual, and frustrating.

But what if sustainability reporting could be simpler—and even benefit your bottom line?

Watch the webinar to learn more about Soldo’s Carbon Emissions Tracker, powered by Lune, the game-changing tool that makes tracking, managing, and reducing emissions effortless.

In this webinar you’ll discover how to:

Overcome the biggest ESG reporting challenges with smarter solutions
Integrate carbon tracking into your spend management for real-time insights
Simplify sustainability compliance and stay ahead of 2025 regulations

If you enjoyed this webinar, make sure to subscribe to our channel to be the first to watch future webinars.

A Greener Bottom Line - Simplify ESG Reporting and Drive Sustainability with Soldo’s Carbon Emissions Tracker

Crescita sostenibile: strategie di spesa

“Prendere o lasciare”. Suona familiare? È una frase familiare per i team finanziari a fine trimestre o a fine dell’anno.  

Ma le spese dell’ultimo minuto si rivelano spesso opportunità sprecate.  

Quindi, come usare strategicamente le tue risorse entro il tempo limite? 

Guarda questo webinar e scopri come:

Migliora la visibilità e la fiducia per decisioni finanziarie più avvedute
Distribuisci le risorse in modo strategico per promuovere la crescita del business
Evita gli sprechi con pratiche di gestione subito attuabili

Ottimizzare il budget inutilizzato in azienda

Verso una gestione finanziaria decentralizzata basata sul perfetto equilibrio tra fiducia e controllo.

CFO stanno avviando una nuova era di trasformazione fondata sulla Finanza Progressiva. Un approccio evoluto che consente di migliorare l’efficienza, aumentare la motivazione dei dipendenti e promuovere la crescita a lungo termine. 

Guarda questo webinar per:

Imparare i 5 principi chiave della Finanza Progressiva che assicurano maggiore controllo e rendono la tua azienda più agile.
Scoprire come i sistemi finanziari basati sulla fiducia e sul controllo possono accelerare i processi e spronare l’innovazione.
Imparare semplici strategie da mettere subito in pratica per far crescere la tua azienda e stare sempre un passo avanti.

Finanza Progressiva

Ogni azienda ha un approccio diverso alla gestione delle spese. Ma per molte, i processi di gestione delle spese sono lenti e complessi, una vera e propria scocciatura per i team finanziari. Tuttavia, secondo una recente ricerca di Forrester, i dipendenti del reparto finanziario potrebbero risparmiare l'80% del tempo dedicato alla generazione di report mensili. Ma come possono le aziende raggiungere questo livello di efficienza?

Si tratta di analizzare l'intero processo, dalla governance ai pagamenti fino alla revisione, e adottare un nuovo approccio. In questo webcast, imparerai come identificare potenziali aree di miglioramento in queste tre aree e gettare le basi per una gestione delle spese più efficace.

Partecipa subito alla sessione per scoprire 6 indicatori che indicano la necessità di una soluzione di gestione delle spese e come agire su di essi per liberare i dipendenti da dedicare a iniziative aziendali più importanti.

6 Segnali che indicano la necessita di una soluzione per la gestione delle spese

Most organisations have the basic technologies, systems, and software in place to help them manage their finances effectively. But how can you build upon that technological foundation and take your organisation to the next level in the way you manage finance?

The answer isn’t with more technology, but rather a shift in mindset about the role of finance within an organisation. Instead of simply keeping track of money, finance teams can be drivers of innovation and growth, influencing new projects and supporting strategic change. This concept is also known as progressive finance.

In this webcast, you’ll learn how increased trust and transparency between finance teams and the rest of the business can enable everyone to do their job better. Watch now to discover how decentralised, trust-based financial management can drive success for your organisation.

Progressive Finance: Moving to decentralised, trust-based financial management

Every business has an approach for how they manage spend. But for many, spend management processes are slow and messy – a pain that finance teams have become used to dealing with. However, finance employees could be saving 80% of the time spent on generating monthly reports, according to recent research by Forrester. But how can organisations achieve that level of efficiency?

It’s about looking at the whole process, across governance, payment, and review, and taking a new approach. In this webcast, you’ll learn how you can identify potential areas of improvement across those three areas and set a foundation for more effective spend management.

Join the session now to discover 6 indicators that you need a spend management solution and how you can act on them to free up employees for more important business initiatives.



Soldo host several exclusive events for finance leaders.  Our next key initiative is our Soldo Autumn Budget Debrief on 6 November.  We have a stellar panel of political, economic and business leaders who will help decipher what Rachel Reeves's first Budget means for UK business growth. Register today: https://www.soldo.com/en-gb/autumn-statement-2024

6 indicators you need a spend management solution

“Use it or lose it”. This is a phrase that many teams have heard at the end of a quarter when there is some budget left over. And often, businesses go out and spend that money just because they feel like they must. But this is an example of underspend done badly.

Ultimately, this last-minute spending leads to wasted opportunity and wasted money - even if it is underspent. Those resources could instead be deployed earlier in the quarter more strategically. So, why aren’t they?

It comes down to visibility and trust. If you can’t see what you’re spending, you don’t know if you’re overspent or underspent. And if you don’t trust the people who own the budget to make the right decision for the business, then those decisions become more difficult to make.

In this webcast, you’ll discover best practices for managing and optimising underspend to help you make the most of your budget. Tune in now to find out how you can use your resources more effectively to grow your business.

Best practices for managing and optimising underspend

What does ‘good’ spend management look like? And where do you start?
This webcast introduces a spend management framework that looks at these questions and is designed to set you on the path to continuous spend management improvement within your business. By watching, you will learn about the 4 stages of spend management maturity that are essential for enhancing governance, payments, and review. They include:
• Reactive
• Managed 
• Defined
• And Proactive

Tune in now to unpack the spend maturity framework so you can find out where your business stands and determine how to move forward in your spend management journey.

Il Framework di Maturità nella Gestione delle Spese

Over 30,000 finance teams in 31 European countries use Soldo to enable efficient company and employee spending without giving up control, so they can get back to the work that matters.

Soldo automates finance processes from decision to spend to reconciliation, with card payments, expense management, approvals, and accounting integrations.

Soldo Product Demo : The flexible spend management platform

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Soldo Product Demo : The flexible spend management platform

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