Our first annual Finance User Conference this Fall 2021 focuses on moving fast-forward. Enter your email below for on-demand access to all sessions as they become available.
October 13th, 2021
Day 1 Opening Keynote
From Ideas to Innovations with Tipalti CEO Chen Amit and Special Guests
Speakers: Chen Amit, Matt Skaruppa, Assaf Ben Ami
How to Set-up Payment Processing
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: Shahriyar Mavlan, Erika Clarke
The Strategic Vision for Global Payables
The back-office function of accounts payable isn’t always seen as a top priority when building a competitive edge. But when it comes to working capital optimization and supporting business growth strategies, accounts payable is a core strategic function.
Speakers: Mark Brousseau, Hunter Paletsas, Mark Lewis
Tailoring Tipalti to Meet Your Needs
Once you have chosen Tipalti, you will want to start using the system right away. We share your sense of urgency and will work with you to get you up and running quickly and effectively. With a proven implementation framework and expertise from working with hundreds of customers, we work closely with you to configure the platform to meet your unique business needs.
Speakers: Mark Littman, Julie Ziegler
How to Maximize Global Payables For Your Multi-Subsidiary Business
As businesses grow, they often add entities by entering new markets, acquiring other businesses, or adding new products and services to diversify revenue streams. This is an exciting time for growth, but the organizational change often creates complex accounts payable structures that the finance team must now manage.
Speakers: Mark Brousseau, Chris Hurst, Andrew Jenks
How to Onboard & Manage Your Vendors
It’s critical to pay your suppliers on time, but it’s even more vital to ensure that no one is paid that hasn’t been authorized. Tipalti’s intelligent, dynamic self-service supplier portal helps you reduce payment errors while improving vendor relationships.
Speakers: Bruno Sajor, Ayesha Dhillion, Melanie Alvi
How to Build the Ultimate Financial Tech Stack
With the rapid growth of technology, automation solutions are becoming vital to the CFO’s portfolio of tools. An updated financial tech stack provides real-time insights and reporting to finance teams while streamlining as many manual processes as possible.
Hosted by: Zenwork
Speakers: Dr. Sally Eaves, Marc Balcke, Tom Kelly, Sanjeev Singh
How to Implement Fraud & Security Best Practices
Preventing fraud and ensuring security have always been a top priority for the finance team. But with hacks occurring every 39 seconds, protecting your systems from bad actors has never been more critical.
Speakers: Perla Stoeckert, Paul Steinau
Establishing Communities of Influence: How the Creator Economy Affects Business Operations
The “creator economy” has been steadily increasing in popularity as more companies adopt this growing business model. Whether it’s influencers, writers, artists, or musicians, businesses today are capitalizing on independent creators to build authenticity and engagement for their products and services.
Speakers: Paco Suro, James Creech, Sam Darawish, Josh Marcus
The Future of the Finance Team
As we start to return to our “new normal,” many organizations are choosing to embrace a hybrid model to allow both in-person office collaboration and remote work. According to Gartner, the finance organization has become increasingly flattened.
Speakers: Helen Yu, Alex Cedro, Rob Castaneda
How to Gain Control & Visibility Over Corporate Spend
The digital age changed business purchasing operations in fast growing companies but procurement tools and processes are lagging. Procurement is a fragmented function—making it challenging to gain visibility into spending while ensuring purchases are properly authorized before they take place.
Speakers: Jenny Draper, Bar Winkler, Markus Stellmach
October 14th, 2021
Day 2 Opening Keynote
Product Vision with Roby Baruch, Chief Product Officer, Tipalti
Speaker: Roby Baruch
Tipalti newest offering – Tipalti Approve, a Leading, Modern, Procurement Solution
We are excited to offer a leading, modern, cloud-based Procurement and PO solution, Tipalti Approve which helps streamline company purchasing to improve spend controls and reduce AP processing times.
Speaker: Brian Batz
The Evolving Role of the CFO—Architect, Catalyst, & Strategist
Managing costs, growing revenue, and ensuring control have always been critical priorities for the CFO. But as we emerge from the pandemic, economic uncertainty, increased regulatory requirements, and investor scrutiny have created new challenges for the finance organization.
Speakers: Jack McCullough, Jeff Bohl, Sarah Spoja
Women Leaders in Finance
Hear from successful female executives who will share their personal career journeys, industry views, and opinions on the future of business, finance, and technology.
Speakers: Jen Scales, Sara Spoja, Michelle Ferguson, Kelli Lampkin
Mindful Cash Collections
In this session revenue accelerator, Kelli Lampkin from Tesorio, and cash flow hero, Carla Buggs from Fastly, will dive into mindful cash collections. Collecting cash is arguably one of the most difficult tasks within an organization. Carla will share her customer-centric approach that helps her maintain a balanced approach to her workflow while delighting her customers and teammates.
Hosted by: Tesorio
Speakers: Kelli Lampkin, Carla Buggs
Contractor, Vendor, & 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.
Hosted by: Zenwork
Speakers: April Rae Mallord
Low Risk, High Reward: A Practical Approach to Transform Accounting and Finance with Technology
Join FloQast as they share practical next steps to streamline the Close and downstream processes like reporting, compliance, and planning. Learn how workflow solutions available today reduce silos of people and information, increase assurance through documented reviews and sign-offs, and provide real-time, centralized insights to manage by exception.
Hosted by: FloQast
Speaker: Shivang Patel
The Evolution of Working Capital Options
Access to working capital has become more ubiquitous and is more readily accessible thanks to the increased availability of near real time data on businesses’ financial health that enables these businesses to unlock existing capital.
Hosted by: Plastiq
Speaker: Bruno Perreault
Long after many finance and accounting organizations move the cloud, continuing to conduct reporting in Excel prevents leaders from seeing the full benefit of their cloud investment and newfound agility. Real-time, multi-dimensional reports and dashboards enable data-driven decision making while allowing leaders to incorporate more data and interact with it more effectively.
Hosted by: Sage Intacct
Speaker: Janet Wi
The Building Blocks of a Successful IPO
Going public is a significant milestone for any business. A listing on the public markets may be your ultimate goal as an entrepreneur, or it could simply be a stepping stone for your business’s larger mission.
Speakers: Sarah Spoja, Adam Bain, Jim Loughmiller, Jack McCullough
How to Set Up Approval Workflows
With Tipalti you can define bill approval policies that automatically add approvers based on predefined bill approval rules. This is critical for 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.
Speakers: Jennifer Dsouza, Rana Kanaan
Best Practices in Accounts Payable Tax Compliance with KPMG
The IRS has increased monitoring and auditing of US business’ accounts payable tax compliance to ensure they’re meeting IRS regulations. Laurie Hatten-Boyd, Principal at KPMG LLP, will provide an overview of US tax compliance rules related to companies paying their global suppliers.
Speakers: Laurie Hatten-Boyd, Matt Merrill
Creating a Culture of Cash Flow Excellence & Business Resiliency
93% of senior finance leaders are aligned on their vision for the finance function. By 2025, they are looking to build an organization that is leaner and more data-driven. Today, leading CFOs are expected to be strategic value creators within an organization and building a connected finance organization is crucial to their long-term success.
Hosted by: Tesorio
Speakers: Carlos Vega, Greg Henry, Jeff Epstein, Sarah Spoja