Webinar Details
Course Description
The promise of automation in finance is clear: free up time from manual tasks to focus on strategic initiatives. But what does that really mean? This webinar goes beyond the buzzwords to explore the specific, high-impact activities that finance teams can prioritize when not bogged down by busywork. Discover how to leverage your expertise to drive your organization's growth, innovation, and long-term success.
Learning Objectives
- Identify high-impact strategic activities that modern finance teams can prioritize when freed from manual tasks through automation.
- Recognize how to develop crucial soft skills necessary for finance professionals to communicate with stakeholders and educate non-finance team members effectively.
- Identify the evolving role of finance teams in driving organizational growth, innovation, and long-term success.
- Discover emerging trends and technologies shaping the future of finance, and how to position finance teams as strategic business partners.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals.
Advanced Preparation
None
Presenter Details
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Keren Gertzman
- Product Manager at PayEm
Keren Gertzman is a finance professional with extensive experience in treasury systems and financial management. She began her career in FP&A at BlackBerry before moving to the Treasury Department as Manager of Treasury Systems. In 2012, Keren relocated to Israel, joining Teva Pharmaceuticals, where she held key roles, including Senior Director of Treasury Systems and Core Processes.
In 2022, Keren transitioned to PayEm as a Product Manager, specializing in integrations, budgeting, and credit card solutions. She holds a Bachelor of Business Administration in Finance from Wilfrid Laurier University and is a CFA charter holder.
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Chris E. Ortega
- CEO and fractional CFO at Fresh FP&A
Chris E. Ortega is the CEO and fractional CFO at Fresh FP&A, a company he founded in 2022 after 20 years of executive finance experience in various industries and roles. As a CFO expert, he helps small to medium-sized businesses (SMBs) navigate financial complexities, improve financial predictability, and achieve strategic growth.
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
How Modern Finance Teams Unlock Strategic Value in the Age of Automation
Sponsored by PayEm
- Sep 17, 2024
- 2:00 PM EDT
- Credits: 1.00
FREE
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