September 13th – 15th
Accelerate Your Future. In 2022, drive the momentum. Gain valuable strategies at our second annual Finance User Conference coming this Fall.
Online & In-Person Events in San Francisco and London
September 13th – 15th
Accelerate Your Future. In 2022, drive the momentum. Gain valuable strategies at our second annual Finance User Conference coming this Fall.
Online & In-Person Events in San Francisco and London
September 13th – 15th
Accelerate Your Future. In 2022, drive the momentum. Gain valuable strategies at our second annual Finance User Conference coming this Fall.
Online & In-Person Events in San Francisco and London
Home run! Announcing
our Keynote Speaker
Billy Beane
[close]
Finance isn’t just the part of business that funds initiatives and track expenses. It’s an ethic. It’s the inherent need to maximize return on investment. Every company looks to make a profit or have a successful exitor please their investors. For growth-minded companies, Finance is also about proving that your ideas are viable, sustainable, and market-ready. Tipalti Illuminate will bring finance leaders together to share what it takes to succeed and Finance’s critical perspective and central role in this journey.
Our Themes
Stay Nimble
As your business innovates and grows, you need the ability to pivot for success painlessly. That’s because change is the only constant in the new economy. Businesses like yours must stay nimble to master new business models, new markets, and new security and compliance requirements.
Build the Finance Team of the Future
It’s imperative to prepare today’s finance teams for tomorrow. This means knowing where to source exceptional new talent, nurturing new-hire skills, staying on top of technology trends, and adapting to new workforce realities, such as increasingly global and remote teams.
Leverage the Democratization of Global Finance
Finance is rapidly becoming more accessible and equitable for end-users, finance teams, vendors, and suppliers. Smart finance leaders keep an eye on fintech innovations that are driving finance democratization.
Make Finance More Efficient and Effective
Forward-thinking finance leaders are increasingly turning to smarter technology to reduce workload without adding headcount or systems.
Future-Proof Financial Operations
Today’s most powerful finance technologies are purpose-built to support the long-term success of your business. That’s why more businesses are partnering with a best-in-class technology provider for a smarter solution – with automation – that integrates seamlessly with existing fintech stacks.
Stay Nimble
As your business innovates and grows, you need the ability to pivot for success painlessly. That’s because change is the only constant in the new economy. Businesses like yours must stay nimble to master new business models, new markets, and new security and compliance requirements.
Build the Finance Team of the Future
It’s imperative to prepare today’s finance teams for tomorrow. This means knowing where to source exceptional new talent, nurturing new-hire skills, staying on top of technology trends, and adapting to new workforce realities, such as increasingly global and remote teams.
Leverage the Democratization of Global Finance
Finance is rapidly becoming more accessible and equitable for end-users, finance teams, vendors, and suppliers. Smart finance leaders keep an eye on fintech innovations that are driving finance democratization.
Make Finance More Efficient and Effective
Forward-thinking finance leaders are increasingly turning to smarter technology to reduce workload without adding headcount or systems.
Future-Proof Financial Operations
Today’s most powerful finance technologies are purpose-built to support the long-term success of your business. That’s why more businesses are partnering with a best-in-class technology provider for a smarter solution – with automation – that integrates seamlessly with existing fintech stacks.
Speakers
Introducing Keynote Speaker
and Special Guest
Billy Beane
Executive vice president of baseball operations
for the Oakland A’s & subject of Moneyball.
Billy Beane is the legendary EVP of Baseball Operations for the Oakland A’s and the inspiration for the hit movie ‘Moneyball’. Now he brings his innovative Moneyball philosophy to Illuminate to help you accelerate your business success. Learn to leverage big data and analytics to effectively, efficiently, and profitably manage your assets, talent, and resources.
+
Beane conveys his innovative, winning style of management and leadership, which involves utilizing analytics to identify undervalued assets to create and sustain a competitive advantage. By striking parallels between baseball and business, Beane inspires audiences across industries (including healthcare, insurance, finance, etc.) with his unforgettable winning underdog story.
Considered one of the most progressive and talented baseball executives in the game today, Billy Beane has molded the Oakland Athletics into one of professional baseball’s most consistent winners since taking over as General Manager following the 1997 season. Beane shattered traditional MLB beliefs that big payrolls equated wins by implementing a statistical methodology that led the Oakland A’s, one of the worst teams in baseball with one of the lowest payrolls, to six American League West Division Titles. That strategic methodology has come to be known as the Moneyball philosophy, named for the bestselling book and Oscar nominated film chronicling Beane’s journey from General Manager to hero to celebrated management genius. Most recently, Beane was named the MLB’s first ever Executive of the Year in 2018.
Today, Billy Beane’s “Moneyball” philosophy has been adopted by organizations of all sizes, across all industries, as a way to more effectively, efficiently, and profitably manage their assets, talent, and resources. He has helped to shape the way modern businesses view and leverage big data and employ analytics for longterm success.
Beginning in 1999, Beane and former Assistant GM Paul DePodesta shattered antiquated MLB beliefs that big payrolls could mean more wins by implementing an unorthodox (by MLB standards) strategic methodology that led one of the worst teams in the American League to become a perennial postseason contender. Bestselling author Michael Lewis chronicled their journey in his 2003 bestselling book Moneyball: The Art of Winning an Unfair Game; the film adaptation, starring Brad Pitt as Beane, garnered 6 Academy Award nominations in 2012.
Beane’s strategy has since opened the eyes of many top sports executives and CEOs around the country who now utilize the Moneyball methodology. In 2008, Beane even collaborated with Newt Gingrich and
Sen. John Kerry in co-authoring an article in the New York Times offering possible remedies for the U.S. health care crisis.
Under Beane, the A’s have adopted an organizational philosophy that stresses plate discipline and pitchers who command the strike zone. Over 16 seasons with Beane at the helm, the A’s have won six American League West titles (2000; 2002-03; 2006; 2012; 2013). In 2012, they secured the AL West title with the smallest payroll in the American League, and with the third smallest AL payroll in 2013.
Beane was named Sporting News’ Executive of the Year twice, first in 1999 and again in 2012. He also earned Major League Baseball’s Executive of the Year honors twice by Baseball America magazine, following the 2002 and 2013 seasons. In November of 2001, Beane was named one of Street & Smith’s Sport Business Journal’s “40 Under 40” and in 2004, he was rated 16th on their list of Baseball’s Heavy Hitters.
A first round draft pick of the New York Mets in the 1980 June Free Agent Draft, Beane played six major league seasons as an infielder, outfielder, and catcher for the Mets, Minnesota Twins, Detroit Tigers and Oakland A’s. His final season in uniform was 1989 when he was a utility player on the A’s World Championship team. Beane retired as an active player in the spring of 1990 when he joined the A’s front office as the club’s major league advance scout. Former A’s President Sandy Alderson promoted Beane to General Manager in 1997.
A native of San Diego, CA, Beane attended Mt. Carmel High School and UC San Diego, where he studied economics. Beane is the proud father of twins, Brayden and Tinsley, and daughter, Casey. He lives with his family in Danville, California.
SPEECH TOPICS
• Moneyball: The Art of Winning an Unfair Game
Featured Speakers
R “Ray” Wang
Principal Analyst, Founder & Chairman, Constellation Research, Inc.
Jack McCullough
President, CFO Leadership Council
Adam Parness
President, Adam Parness Consulting
Kevin Permenter
Research Director, IDC
Shari Freedman
CFO, Room to Read
Catherine Jhung
Senior Managing Director, Hercules Capital
Beau Laskey
Managing Partner, SVB Capital
Agenda
Our virtual programming proved popular last year, in the midst of the pandemic. So, this year, we are presenting a hybrid conference, with both in-person, on-demand, and virtual opportunities for learning and networking.
September 13th – Product Deep Dive Day, Virtual
How to Optimize Invoice Processing 9:00 – 9:45 AM PDT
With Tipalti Bills functionality, you can quickly process invoices for payment. The Tipalti team will begin by explaining the bill payment process, by highlighting core features. Then they’ll walk through a customer use case example with guest speaker Shawna Stewart, Staff Accountant at Brooklinen.
Speakers
- Shawna Stewart, Accounting Manager, Brooklinen
- Gigi Feng, Senior Implementation Manager, Tipalti
- Ha Le, Customer Success Manager, Tipalti
Learning Objectives
- Describe the end-to-end invoice upload and processing workflow.
- Leverage Bill Doc and Bill Talk to communicate with stakeholders effectively.
- Optimize the coding process by allowing approvers to code certain fields.
Troubleshoot Payment Issues Product Spotlight – Customer ONLY9:00 – 9:45 AM PDT
Payment issues may arise occasionally, so Tipalti prepares you for the unexpected. In this session, Tipalti experts walk you through tips and best practices to troubleshoot payment issues, so you can identify the cause of the problem. They will answer common questions such as, “When will my payment make it to the payee?” “Can I cancel or recall a payment?” and “What do payment statuses mean in the AP Hub?”
Speakers
- Yalda Eshraghi, Implementation Manager, Tipalti
- Adaya Sondak, Senior Payments Operation Engineer, Tipalti
Learning Objectives
- Identify and define payment statuses.
- Cancel a payment.
- Identify lifting fees.
- Explain payment flows.
Set Up Payment Processing 10:00 – 10:45 AM PDT
Whether you’re paying suppliers, contractors, freelancers, publishers, or vendors, Tipalti can handle it. With Tipalti, you can schedule payments in different methods, countries, and currencies and automatically remit to suppliers in all payment methods. Join us as we examine how you can set up and manage the entire payment cycle—from submitting payment instructions to receiving notification of successful payment. Ensure that you are set up to process fast, accurate payments to all of your payees.
Speakers
- Charlie Wall, Technical Account Manager, Tipalti
- Ray Ramirez, Sr. Technical Account Manager, Tipalti
Learning Objectives
- Distinguish between types of payments: mass payments (no invoice) vs. invoice-backed payments.
- Understand payment channels and clarify payment processing times
- Format a payment file: creating a clean payment file format for importing
- Understand fees, rates, and optimizing the currency conversion process
Set Up Bill Approval Workflow Product Spotlight – Customer ONLY10:00 – 10:45 AM PDT
With Tipalti, you can define bill approval policies that automatically add approvers based on predefined bill approval rules. This ability is critical to enforcing controls and ensuring auditability. We’ll walk through the key steps of setting up the approval process so that the right approvers are always in the loop.
Speaker
- Mark Littman, Senior Implementation & Training Manager, Tipalti
Learning Objectives
- Update bill-coding custom fields.
- Add your employee org chart.
- Set up bill approval rules and see how they are applied.
Onboard & Manage Your Vendors 11:00 – 11:45 AM PDT
It’s critical to pay your suppliers on time, but it’s even more vital to ensure that you don’t pay unauthorized suppliers. Tipalti’s intelligent, dynamic self-service supplier portal helps you reduce payment errors while improving vendor relationships. Our team will walk you through the vendor onboarding process and provide tips and tricks for managing your vendors. Gain confidence in your ability to ensure that all of your vendors are accurate and payable.
Speakers
- Kenny Hsu, Senior Customer Adoption Manager, Tipalti
- Melanie Alvi, Supplier Enablement Manager, Tipalti
Learning Objectives
- Create and send effective onboarding email messaging.
- Manage payees and make payees payable.
- Report on payees that have not fully onboarded.
How to Manage Purchase Requests 11:00 – 11:45 AM PDT
With Tipalti PO Management, you can centralize the requisition process by automating the creation of purchasing requests and POs, which helps you control spend and reduce AP processing time. In this session, we will walk through the PO management process, so you can learn how to create and approve purchase requests, set up rule-based approvals routing, and streamline vendor onboarding and management.
Speaker
- Rony Tamir, Implementation Manager, Tipalti
Learning Objectives
- Create custom forms for entering purchase requests.
- Define rules to auto-route purchase requests to approvers.
- Set up self-service registration forms to onboard vendors quickly and accurately.
How to Improve Your Global Payments Game 12:00 – 12:45 PM PDT
With Tipalti’s global partner payments (GPP) solution, you can securely send thousands of payments at scale. You can make fast, accurate payments to partners around the world, but do you want to do even more? In this session, you’ll learn about key features and best practices to take your global payments to the next level. Then, you’ll hear how Fred Mooney, Senior Accounting Manager at TuneIn, uses Tipalti to achieve his organization’s key business goals.
Speakers
- Fred Mooney, Director of Accounting, TuneIn
- Jordan Russel, Senior Implementation Manager, Tipalti
Learning Objectives
- Trigger payments from invoices, payment file upload, or the Tipalti API.
- Improve tax processing and end-of-year filings.
- Streamline payee onboarding and payee management.
- Explain the benefits of integrating your ERP with Tipalti.
How to Manage and Maximize Your Tipalti Account Product Spotlight – Customer ONLY12:00 – 12:45 PM PDT
Are you a new Tipalti Administrator? Or do you need refresher training on day-to-day administrative tasks? If so, this session is perfect for you! Join us as we review the Administrator’s primary responsibilities so you can become more familiar with the system. We will walk through step-by-step instructions for performing common maintenance tasks so you can gain the skills and knowledge needed to be a successful Tipalti Administrator.
Speaker
- Jimmie Chevrier, Sr. Education Manager, Tipalti
Learning Objectives
- Manage custom fields and users.
- Configure email notifications and edit templates for proper communication and brand consistency.
- Manage integrations and payment settings to prevent errors and payment delays.
- Review bill settings.
September 14th – Virtual
Morning Yoga hosted by Yogaworks 7:30 – 8:00 AM PDT
What better way to start day two of Illuminate than with some movement! Join Tipalti customer, YogaWorks, as they lead us through a 30 minute beginner yoga session.
Opening Executive Keynote 8:00 – 9:00 AM PDT
Speakers
- Chen Amit, Co-Founder and CEO, Tipalti
- Roby Baruch, Chief Product Officer, Tipalti
- Bar Winkler, GM of Procurement and Cards, Tipalti
- Gil Vind Picciotto, VP of Product Management, Tipalti
- Yael Sharabi, Senior Director of Product Management, Tipalti
- Ruth Orenstein, Director of Product Management, Tipalti
Steps to a Successful Global AP Strategy Eligible for CPE Credit9:15 – 10:15 AM PDT
The back-office function of accounts payable isn’t always seen as a top priority for building a competitive edge. But, when it comes to working capital optimization and supporting business growth strategies, accounts payable is a core strategic function. By proving that AP is critical to the bottom line, finance leaders can ascend to a new era—empowered to create a positive return on investment.
Moderator
- Mark Brousseau, President, Brousseau & Associates
Panelists
- Sondra Brandt, Accounting Manager, SugarCRM
- Chris Hurst, Director of Accounting, Younique
- Jody Padar, Head of Tax Strategy & Evangelism, April (getapril.com)
Learning Objectives
- Shift the current perception of the AP function.
- Create a strategic AP mission and communicate it to stakeholders.
- Bolster the value of AP within your organization.
How to Gain the Financial Edge with Tipalti 10:30 – 11:30 AM PDT
Now more than ever, it’s critical to control your costs. In response to market trends, Tipalti offers several options to help you adapt to the challenges of the current business environment. In this session, we will share how you can get a financial edge in challenging times. Join us and dive deeply into the exciting capabilities announced at our Executive Keynote.
Speakers
- Bar Winkler, GM, Procurement and Cards, Tipalti
- Vinod Mohan, Director FX Services Tipalti
- Steve Schepke, Sr. Sales Manager, Account Management, Tipalti
- Sean Klemm, Manager, Solutions Consulting, Tipalti
Learning Objectives
- See an exciting new offering to help you control and manage employee spend and receive cash back.
- Eliminate expensive, complex, and tedious bank FX conversion and transfer processes with Multi-FX.
- Allow for transparent and low-cost FX rates to your partners, putting more money in their pockets and strengthening your relationships.
- Lock in FX rates for transactions you expect to make in the future with FX Hedging.
Emerging Trends in the Global Payments Landscape 10:30 – 11:30 AM PDT
Although the last couple of years has been difficult for many businesses, several key industries emerged with a lasting impact on today’s global economy. In fact, $1.55 trillion in market opportunities arose from Sharing Economies, AdTech, Digital Marketplaces, and the Creator Economy. Join our roundtable discussion with industry experts to uncover the changing global payments landscape. Learn how leaders leverage next-generation payment methods as competitive advantages to create a digital-focused partner payment experience.
Moderator
- Adam Parness, President, Adam Parness Music Consulting
Panelists
- James Creech, SVP Influencer Strategy, Brandwatch
- Cynthia Davis, Product Manager, Capitv8
- Jeff Cronin, Chief Strategy Officer, Zenwork
Learning Objectives
- Understand the driving forces behind the global payments landscape.
- Leverage digital payments as competitive advantages.
- Develop a winning strategy to create an end-to-end, digital-first payment experience.
Sponsor Breakout Sessions 12:00 – 12:30 PM PDT
Hear from our Platinum Sponsors, RSM and Tesorio, and our gold sponsor Oracle NetSuite.
RSM—The War for Talent in 2022: How Do We Evolve and Innovate?
The War for Talent, coined by Steven Hankin of McKinsey & Company in the 1990s, refers to the high demand for skilled and educated employees. However, in 2022, the war for talent is a whole new game. In this session, we will discuss how recent events have contributed to rising labor costs and increased employee movement, as well as strategies to help invest in your employees to mitigate departures.
Speaker:
- Brian Schilling, Director, RSM US
Tesorio—Looking to level up your accounts receivable?
Join our host, Emily Kahn, alongside Carla Buggs, Revenue Recovery Operations – Collections to learn how you can collect cash faster and more efficiently. Carla is a collections and accounts receivable expert from Fastly, she will share her day-to-day cheat codes to help you do your job better.
During the session, you’ll learn:
- AR tactics that you can implement into your workflow tomorrow!
- The importance of the customer connection
- How to get that money
Speakers:
- Emily Kahn, Account Executive, Tesorio
- Carla Buggs, Revenue Recovery Operations, Fastly
Oracle NetSuite—How to be a Data-Driven CFO
Are companies monitoring the metrics that are most relevant in their current business landscape—or relying on outdated ones? In this session, Oracle NetSuite’s business and finance editor Megan O’Brien discusses how to track the numbers that reflect your business today.
Speaker:
- Megan O’Brien, Finance and Business Editor, Oracle NetSuite
Learning Objectives
- Discover the “why” behind frequently reviewing and updating your tracked metrics.
- Discuss the importance of relevant metrics in today’s business landscape to inform strategy.
- Learn how to identify the best metrics to track for your industry.
- Explore takeaways from interviews with top-performing businesses on their evolving metrics.
How to Take Advantage of Tipalti’s Newest Features 12:45 – 1:30 PM PDT
As you might know, we release new features and enhancements every month to help you pay your global vendors, suppliers, and partners more efficiently and effectively. In this session, we will cover some key new features and enhancements that make working in the Tipalti platform even better. Join this session to dive deeply into the exciting capabilities announced at our Executive Keynote.
Speaker
- Reut Golan, Senior Director of Product Management, Tipalti
- Ruth Orenstein, Director of Product Management, Tipalti
Learning Objectives
- Optimize bill coding and approval workflows with the new document and communication management tools, advanced coding preferences, and bill approval rules.
- Enhance PO matching workflow with the new tolerance matching engine and prepayment module.
- Streamline PO request and approval process with the quick action bar, approval flow simulator, and custom filters
How Women are Setting the Pace in Finance 12:45 – 1:30 PM PDT
Despite recent advances, a male-to-female ratio of 6.3:1 for CFOs* exposes a persistent underrepresentation of women in key executive positions. However, in the finance world, this is changing as more women step into leadership roles. Hear from successful female executives who will share their personal career journeys, industry views, and opinions on the future of business, finance, and technology.
*As of year-end 2021 in Russell 3000 Index
Moderator
- Lindy Antonelli, Partner, Armanino LLP
Speakers
- Jen Scales, Vice President, Woodruff Sawyer
- Jessica Hardy, VP of Finance, AoPS
- Stephanie Eidelman, Owner & CEO, The iA Institute
Sponsor Breakout Sessions 1:45 – 2:15 PM PDT
Hear from our Gold Sponsors: Zenwork, FloQast, and Newfront.
Zenwork—Contractor, Vendor, and Digital Account Opening Compliance from Onboarding to Tax Filing
Learn to stay compliant when it comes to working with independent contractors and vendors. This breakout session will cover vendor compliance from onboarding and verification to informational tax form filing to the IRS and states. You will be able to view a brief demo of Tax1099, a platform that can help you streamline or automate all of these onboarding and filing processes. Also, with more and more financial and gig services moving to the digital realm, you can learn how to mitigate risk with real-time identity verification platforms like Compliancely.
Speaker:
- April Rae Mallord, VP of Business Development – Enterprise, API, and Partnerships, Zenwork
FloQast—Utilizing the Technology Lever in Your Record-to-Report Landscape
With uncertain or down-market conditions, doing more with less is more important than ever.
Business leaders are looking for ways to consolidate their business and drive better efficiencies across functions. How does this affect accounting and finance teams? Technology is going to be consolidated and leveraged to new heights.
Join this session to understand the technology lever principle and how it improves score competencies. We will then review the record-to-report landscape & Close the Bottle-neck problem, and discuss best practices on ROI analysis in light of a stricter budgeting and review process.
Speaker:
- Stefan van Duyvendijk, Accounting Operations Evangelist, FloQast
Newfront —Converging D&O and Cyber Insurance in Opposite Market Conditions to Generate Material Savings
Learn about the state of different insurance markets (E.g., D&O and Cyber) according to the product line and what process will drive the most short-term savings for US domiciled companies by leveraging all lines of insurance as a package deal with insurers while building much better long-term strategic relationships with carriers that can see a company through its next stages of growth, including becoming a public company.
Speaker:
- John McCall, Senior Vice President Financial Institutions, Technology, & FinTech, NewFront
Get Smarter About Cash Flow and Spend Eligible for CPE Credit2:30 – 3:30 PM PDT
According to a 2022 CFO Dive survey, the top priorities for financial leaders in the next 6-12 months are managing cash flow, digital transformation, and cost analysis and reduction. With recessionary headwinds approaching, financial leaders are looking for the best digital transformation investments to accomplish all three. According to that same survey, 95% of senior finance leaders agree that reducing manual, time-consuming, and error-prone processes will help them through the upcoming recession. Join our roundtable discussion to learn new strategies for the CFO and how investing in the right technology can significantly impact your finance organization. We will review data trends from the past two years that include insights from leading CFOs on key priorities, including cash flow excellence.
Moderator
- Jack McCullough, President, CFO Leadership Council
Panelists
- Amanda Afeiche, EVP of Finance, T3 Micro
- David Fractor, CFO, ImaginAB
- Carlos Vega, CEO, Tesorio
- Paul Henderson, Chief Accounting Officer, Tipalti
Learning Objectives
- Master the evolving financial tech stack and the key industry trends to watch.
- Future-proof your financial operations for long-term growth.
- Discover the importance of digital transformation and streamline your back-office.
How to Build the Finance Team of the Future 2:30 – 3:30 PM PDT
As organizations decide whether to embrace an in-person, remote, or hybrid work model, they must determine the best hiring strategy to recruit and retain top talent and stay competitive. According to Gartner, the finance organization hierarchy is increasingly flat. Senior finance leaders manage more employees and functions than ever before. So how can finance teams prepare for the next three to five years? And how can companies optimize for the constantly evolving “future of work”?
Moderator
- Brian Schilling, Director at RSM US
Panelists
- Marc Balcke, Corporate Controller, Noom
- Rebecca Simmons, Head of Finance, Vivino
- Alex Horton, Controller, Centerfield Media
Learning Objectives
- Know the top “future of work” trends, including talent collaboration models and how they impact your finance organization.
- Grasp the complex challenges facing today’s finance teams, such as staying competitive with leading organizations.
- Gain strategies to empower and enable your finance team for future growth and success.
September 15th – Virtual
Accelerating the Next Level of Growth and Transformation 9:00 – 10:00 AM PDT
What the modern CFO needs to elevate their team and position in the organization
Moderator
- Jen Scales, Vice President, Woodruff Sawyer
Speakers:
- Sarah Spoja, CFO, Tipalti
- Shari Freedman, CFO, Room to Read
Moneyball: The Art of Winning an Unfair Game 10:15 – 11:15 AM PDT
Live streaming from San Francisco.
By now, everyone has heard of “Moneyball,” the approach the Oakland Athletics pioneered to get the most out of player payroll. Based on finance analytics principles, it led to multiple division championships and changed Major League Baseball. Today, virtually every sport—like every business—incorporates data-driven, economic analysis. Executive vice president of baseball operations and minority owner of the Oakland A’s, Billy Beane, shares his ideas on competing while maximizing business resources.
Tips to Attract & Retain Global Creators 11:30 AM – 12:15 PM PDT
Live streaming from San Francisco.
It may seem obvious that the most valuable asset for businesses in The Creator Economy is their creator partners. For example, without streamers, Twitch doesn’t have a product. Or take Uber—without drivers, neither do they. Since competition is what drives our economy forward, businesses need to ensure that the experience they are providing to their partners is better than the experience their competitors are offering. Key industries in The Creator Economy, like gaming, royalties, or entertainment, all have different challenges when it comes to perfecting their partner experience. Join us to learn about the non-negotiables to providing a top-tier partner experience.
Moderator
- Paco Suro, GM, Global Partner Payments, Tipalti
Speakers
- Michael Chang, Bestselling Author; Founder and CEO, VGCD GAMEPLAN Academy
- Marty Caplan, Head of Blockchain Games Vertical, Amber
Learning Objectives
- See what partners value most when working with your brand.
- Know the importance of a seamless partner experience.
- Attract new partners to your platform while retaining and delighting current partners.
Your Finance Tech Stack: Build to Scale Eligible for CPE Credit11:30 AM – 12:30 PM PDT
With the rapid growth of technology, automation solutions are becoming vital to the CFO’s portfolio of tools. A modern finance tech stack provides real-time insights and reporting to finance teams while streamlining as many manual processes as possible. Selecting the right solution to build the ultimate tech stack is a top priority for today’s CFOs. And being able to rapidly identify the best technology and integrations will give your team a competitive advantage.
Moderator
- Kevin Permenter, Research Director, IDC
Speakers
- Mark Arrieta, Controller, FloSports
- David Shebay, Principal-Mid-Market Office, PWC
- Tom Kelly, Director of Product Marketing & Analyst Relations, NetSuite
- Helen Yu, Founder & CEO, Tigon Advisory Corp
Learning Objectives
- Automate and streamline your finance operations.
- Update your technology toolkit to leverage value-added services.
- Evaluate solutions to ensure that your systems work well together.
How to Extend Tipalti with Third-Party Solutions 12:30 PM – 1:15 PM PDT
Your business needs are dynamic, and technologies are always evolving. Externally, you face customers and suppliers who want personalized solutions and instant answers. Internally, you have a changing workforce that wants the newest tools and greater flexibility. To address these challenges, Tipalti offers solutions that extend our platform capabilities with third-party applications and alternative payment options. Join this session to dive deeply into the exciting capabilities announced at our Executive Keynote.
Speakers
- Graham Marchant, Fintech Partnerships Manager, Plastiq
- Yael Sharabi, Sr Director Product Management, Tipalti
- Andy Moir, Director of Product Marketing, Tipalti
Learning Objectives
- Explore Tipalti’s integrations and learn how to extend your Tipalti solution with third-party applications.
- Expand your international partner reach by paying with a Prepaid Debit Card.
- Leverage Plastiq Card to extend your working capital.
Payables Tax Compliance: KPMG Reveals Proven Processes Eligible for CPE Credit12:30 – 1:30 PM PDT
The IRS has increased monitoring and auditing of U.S. businesses’ AP tax compliance to ensure they’re satisfying tax regulations. Laurie Hatten-Boyd, Principal at KPMG LLP, will provide an overview of U.S. tax compliance rules that are relevant to companies paying global suppliers. Learn how new IRS requirements impact organizations with global supplier bases and the legal and financial penalties for non-compliance.
Speakers
- Laurie Hatten-Boyd, Principal, KPMG
- Andy Moir, Director of Product Marketing, Tipalti
Learning Objectives
- Master IRS tax rules, including new regulations, as they relate to paying your global suppliers.
- Discover steps your organization can take to avoid legal and financial penalties.
- Understand the basics of end-of-year 1099/1042-S tax reporting.
Cunning Capital: Top Investors’ Advice for Fundraising in Equity and Debt for 2023 1:15 PM – 2:15 PM PDT
Live streaming from San Francisco.
This session features a super-panel of investors (collectively managing trillions of dollars in assets) that will share their best practices for fundraising in the here and now.
Moderator
- Sarah Spoja, CFO, Tipalti
Panelists
- Catherine Jhung, Senior Managing Director, Hercules Capital
- Christopher Kim, Public & Private Market Investor, Capital Group
- Beau Laskey, Managing Partner, SVB Capital
Finance Mentorship: How to Make it Pay Off Eligible for CPE Credit1:45 PM – 2:45 PM PDT
Upskilling, retention, and succession planning—they’re all critical to the longevity of your organization. They’re also all greatly enhanced with a mentorship program that develops the next generation of talent. Only 37% of professionals have a mentor, while 63% of Millennials say their leadership skills are not being developed. In addition, mentees are promoted five times more often than those without mentors, and mentors themselves are six times more likely to be promoted. This panel will discuss what you need to instill a culture of mentorship, tap into an energized and diverse workforce, and bring demonstrable value to your organization. This session is brought to you by the Gen-F (https://gen-f.co) community.
Moderator
- Ernie Humphrey, CEO, Treasury Webinars
Panelists
- Cece Leung, Founding Partner, the Entrepreneur CFO
- Melissa Hurrington, CFO & VP of Operations, Premier Claims
- Taron Ragan, Consultant, Deloitte Consulting
Learning Objectives
- Discover the benefits of mentorship to both the mentor and the mentee.
- Unlock the keys to successful mentoring.
- Gain best practices for establishing and maintaining a successful mentoring program.
Tipalti Showcase & Demo 2:15 PM – 2:45 PM PDT
Speaker
- Brian Batz, Senior Solution Consultant, Tipalti
September 15th – San Francisco In-Person Event
The Pearl
Join us for a day of thought leadership, product demos, and networking, followed by happy hour on the rooftop deck at the beautiful waterside venue The Pearl.
601 19th St
San Francisco, CA 94107
United States
Accelerating the Next Level of Growth and Transformation 9:00 – 10:00 AM PDT
What the modern CFO needs to elevate their team and position in the organization
Moderator
- Jen Scales, Vice President, Woodruff Sawyer
Speakers:
- Sarah Spoja, CFO, Tipalti
- Shari Freedman, CFO, Room to Read
Moneyball: The Art of Winning an Unfair Game 10:15 – 11:15 AM PDT
By now, everyone has heard of “Moneyball,” the approach the Oakland Athletics pioneered to get the most out of player payroll. Based on finance analytics principles, it led to multiple division championships and changed Major League Baseball. Today, virtually every sport—like every business—incorporates data-driven, economic analysis. Executive vice president of baseball operations and minority owner of the Oakland A’s, Billy Beane, shares his ideas on competing while maximizing business resources.
Tips to Attract & Retain Global Creators 11:30 AM – 12:15 PM PDT
It may seem obvious that the most valuable asset for businesses in The Creator Economy is their creator partners. For example, without streamers, Twitch doesn’t have a product. Or take Uber—without drivers, neither do they. Since competition is what drives our economy forward, businesses need to ensure that the experience they are providing to their partners is better than the experience their competitors are offering. Key industries in The Creator Economy, like gaming, royalties, or entertainment, all have different challenges when it comes to perfecting their partner experience. Join us to learn about the non-negotiables to providing a top-tier partner experience.
Moderator
- Paco Suro, GM, Global Partner Payments, Tipalti
Speakers
- Michael Chang, Bestselling Author; Founder and CEO, VGCD GAMEPLAN Academy
- Marty Caplan, Head of Blockchain Games Vertical, Amber
Learning Objectives
- See what partners value most when working with your brand.
- Know the importance of a seamless partner experience.
- Attract new partners to your platform while retaining and delighting current partners.
Cunning Capital: Top Investors’ Advice for Fundraising in Equity and Debt for 2023 1:15 PM – 2:15 PM PDT
This session features a super-panel of investors (collectively managing trillions of dollars in assets) that will share their best practices for fundraising in the here and now.
Moderator
- Sarah Spoja, CFO, Tipalti
Panelists
- Catherine Jhung, Senior Managing Director, Hercules Capital
- Christopher Kim, Public & Private Market Investor, Capital Group
- Beau Laskey, Managing Partner, SVB Capital
Tipalti Showcase & Demo 2:15 PM – 2:45 PM PDT
Speaker
- Brian Batz, Senior Solution Consultant, Tipalti
Happy Hour Networking 2:45 PM – 4:00 PM PDT
Join us on the rooftop deck of The Pearl for drinks, appetizers, and networking with your fellow attendees and speakers.
CPE Credits
This event is eligible for 5 CPE credits for CPAs (field of study: Management Services) which will be issued by CPAacademy.org, a sponsor of continuing professional education with NASBA. You must remain logged into the session and respond to the attendance checks to earn credit. CPAacademy.org will send a notification when your CPE certificates are available up to a week following the conclusion of the event. Please note, State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit.
Thank you to our Illuminate Sponsors
Platinum
Gold
