Webinar Details
Course Description

By attending this webinar, you'll find out about key findings of the 2025 State of Financial Automation survey, which BILL conducted in collaboration with SMB Group. During the webinar, Laurie McCabe, Co-Founder and Partner with SMB Group, and Rami Essaid, Senior Vice President of Product Management with BILL, share their thoughts about the implications of the findings as well as how small and midsize businesses are leveraging trends, insights, and technology to tackle challenges and drive growth.

Learning Objectives
  • n/a -- please refer to webinar description above
Prerequisites
  • None
Who Should Attend

CPAs, finance leaders, finance professionals

Advanced Preparation

None

Presenter Details
  • Laurie McCabe
    • Co-Founder and Partner, SMB Group

    Laurie brings more than 30 years of experience in the IT industry to her current role with SMB Group as Co-Founder and Partner. She has built widespread recognition for her insights into the small and midsize business (SMB) technology market.

    Prior to co-founding SMB Group, Laurie worked in analyst roles as a Partner at Hurwitz & Associates; Vice President of SMB Solutions at AMI-Partners; and Vice President at Summit Strategies. Laurie's nine years at Digital Equipment Corporation, including her last role as Director of Market and Competitive Intelligence, provide her with critical experience from the vendor perspective.

    Laurie blogs often at lauriemccabe.com, speaks regularly at industry events, and has thousands of fol... Read more


  • Rami Essaid
    • Senior Vice President, Product Management, BILL

    Rami joined BILL as Senior Vice President of Product Management through the acquisition of Finmark, where he was the co-founder and CEO. He also serves as Venture Partner at IdeaFund Partners, where he focuses on investing in cyber, infrastructure, and fintech companies. In addition, Rami serves as an Extended Team Member at Ubiquity Ventures. Prior to founding Finmark, Rami was co-founder of Distil Networks, the global leader in bot detection and mitigation. As CEO, Rami grew Distil Networks to more than 200 employees and $25 million in revenue before the company was acquired by Imperva. Prior to that, Rami was the founder of ChitChat Communications.

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    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
Tuesday, July 22, 2025

4:00 PM EDT (see additional timezones)

CPE
  • 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.

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