We’ve assembled a group of partners, each with dedicated expertise in a specific discipline of the financial reconciliation process, from procurement, to AP & AR, all the way through the financial close.

Join us to hear real-life stories from entrepreneurs and CFOs alike: rapid-rise success stories, critical lessons learned, and much more. Click to view Phase Two and Phase Three session details.

The first part of the session will be focused on the impact that a connected fintech stack can have on your business's overall success and ability to scale to your next stage of growth. The second part of the session will focus on integrating an ERP into your business and when the upgrade makes sense, how implementing best-in-class niche software can delay it, and how your CFO can be the glue that anchors both.

Learning Objectives:

• Define what it means to have a connected fintech stack and what tools to evaluate / when


• Determine how a connected fintech stack contribute to my company's success


• Determine why implementing the right software tools can be more impactful than hiring additional finance/accounting employees.


• Recognize what a proactive spend culture looks like and how it drives connected finance


• Recognize how automating your purchasing process can increase team efficiency and save your organization hours

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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