Agile Finance Summit


Let’s get agile!
Corporate finance and operations professionals are responsible not only for overseeing company money day-to-day, but also developing a financial strategy that will ensure the long-term health of the business. In times of change, finance teams must develop an intelligent and well-thought out plan to successfully navigate the rough waters ahead, while still acting quickly and decisively.

In other words, finance needs to be agile. Modern technologies have changed operational finance from reactive number crunchers and CF‘No’s to strategic partners with valuable insights to share.

Join us on July 16th for a day of insights on how finance and operations leaders can revolutionize their businesses with new technologies and a lot of out-of-the box thinking.

Here’s the Ropes
We don’t like long Zoom meetings and neither do you! After the CPE keynote, each session is only 30 minutes. We’ll provide calendar links for each session, so you can set up a personalized agenda.


10:00am - 11:00am PST: Readying for Agile, High-Performance Finance (Eligible for 1 CPE Credit - live attendees only)

11:00am - 11:30am PST: Turning Company Costs into Assets (interactive workshop, no recording)

11:30am - 12:00pm PST: Driving Agility with Real-time Visibility and Employee Empowerment

12:00pm - 12:30pm PST: Remote Communication & Management

12:30pm - 1:00pm PST: Boost your cash flow - How to better manage, predict, and collect cash

1:00pm - 1:30pm PST: Automate Tax Compliance to Achieve Financial Agility

1:30pm - 2:00pm PST: Best Practices for the Month-End Close for Remote Teams

2:00pm - 2:45pm PST: Ready, Steady, Shake - Virtual Mixology Class & Networking Happy Hour


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Guest Policy

All guests are welcomed to register for the event.


This is a free event.