Event Overview
Gone are the days when the finance office's responsibility was simply managing the books. The role of the CFO and the strategic position of the finance office are changing. Leaders are tasked with answering big questions about financial performance, defining and tracking elusive key performance indicators, and spearheading innovation and operational initiatives across the organization.
Join our panel of subject matter experts as they discuss how technology drives a high-performance culture. We will cover common challenges and roadblocks, key considerations in your technology stack, and strategies to improve performance, increase organizational efficiency, and prepare your organization for change.
Moderator:
Trina Michels, Senior Manager
Panelists:
Jon Ault, Principal
Alan Clark, MAcc, Director
Lori Love, CPA, Outsourced Accounting Senior Manager
- Identify the common pain points we see within organizations and examine client stories for lessons learned and key takeaways.
- Assess the importance of preparing your people for digital change, using process mining to prioritize, and building data literacy in your organization.
- Determine key elements to successfully aligning your technology investments to your long-term organizational strategy and financial performance.
Trina MichelsSenior ManagerEfficiency has been Trina’s pursuit since her upbringing in rural North Dakota. Over the last decade, Trina has immersed herself in technology consulting, where she’s guided companies toward streamlined success. Beneath her practical approach to business, a profound belief resides in Trina’s heart: every human desires the satisfaction of meaningful work. Trina advocates for companies to evolve while honoring that behind every process is a human. She strongly encourages companies to embrace thoughtful digital transformation while keeping a compassionate focus on the human side of progress.
Jon E. AultPrincipalJon helps clients identify and apply technology solutions that support their strategic business objectives. He provides clients with leadership through technology assessments, business intelligence and analytics, and developing strategic plans for information technology.
Alan Clark, MAccDirectorAlan provides strategic business and systems consulting, working with company leaders to find solutions to key issues based on company goals and objectives. He works with company leaders on business initiatives including mergers, acquisitions, direction changes and changes in reporting needs, and he performs strategic business process and system reviews, requirements definition, gap analysis and integration strategy for clients in a variety of industries.
Lori Love, CPAOutsourced Accounting Sr MgrLori leverages her previous experience to provide solutions to clients' business challenges including but not limited to strategic planning in finance/accounting, business process management and recognizing opportunities for implementing technology to scale.
- CPE Credits1
- Field Of StudyInformation Technology
- Level Of KnowledgeBasic
- Delivery MethodGroup-Internet Based
