Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional
Other
Real Estate Professional
Small Business Owner
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 One and Phase Three session details.
The first part of the session will outline how connected finance leaders and their companies can improve the accuracy and efficiency with which they record spending, hosted by the VP of Finance of Procurify, joined by the CEO of Atlantech.
In the second part of the session, the co-founder and CEO of Tesorio will join the CFO of MarkLogic to explain the cash flow disconnect and why it is the enemy of Connected Finance. He will also demonstrate how to fix the disconnect to achieve the total cash flow visibility, predictability, and control connected finance teams and businesses use to make better decisions and leverage working capital with greater speed and confidence.
Learning Objectives:
- Identify what a proactive spend culture looks like and how it drives connected finance
- Identify how automating your purchasing process can increase team efficiency and save your organization hours
- List the steps needed for developing consistent approval workflows for the submission, review, and approval of invoices and purchase orders
- Describe establishing, communicating, and enforcing policies to maintain employees' compliance with regulations and requirements for spending responsibly on behalf of the organization
- Determine what the cash flow disconnect is and why it is the enemy of connected finance
- Identify how to fix the cash flow disconnect to achieve the total cash flow visibility, predictability, and control
- Recall how to to make better decisions and leverage working capital with greater speed and confidence
Carlos Vega
Tesorio
Co-Founder & CEO
carlos@tesorio.com
(650) 772-5752
Carlos is the co-founder and CEO at Tesorio. Previously, he spent a decade working in finance in various roles. His experience includes investment banking with Lazard in Latin America, co-founding a factoring company, and working for the CFO of GM's pension fund. He graduated from the University of Pennsylvania with an MBA from the Wharton School and a BA in Economics from the College of Arts & Sciences.
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