Webinar Details
Course Description
In an era where fintech solutions are revolutionizing financial operations, nearly 90% of finance professionals still cling to spreadsheets for critical tasks like budgeting and forecasting. This webinar explores why finance teams struggle to break free from manual processes despite the clear benefits of modern fintech solutions. In this webinar, we'll unpack the key barriers to adoption, from integration challenges to change resistance and provide actionable strategies for successful digital transformation in finance. Learn how forward-thinking organizations are balancing innovation with risk management to drive efficiency and growth through strategic fintech adoption.
Learning Objectives
- Identify current inefficiencies in financial operations and how modern technology can transform spend management practices.
- Explore the organizational barriers to digital transformation and key stakeholder roles in driving successful change.
- Recognize how to balance innovation with risk management when implementing AI and automation in financial processes.
- Discover the critical skills and capabilities that will define successful finance teams in an increasingly digital future.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work with FinTech
Advanced Preparation
None
Presenter Details
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Chris Wallace
- Solutions Consultant
Chris delivers an exceptional customer experience by first seeking to understand his customers and their business challenges and goals, then clearly communicating how PayEm's platform and technologies can help provide budget management solutions. He leverages over a decade of experience in corporate finance and fintech solutions engineering.
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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
Optimizing Finance for the Digital Age: Overcoming Barriers to Fintech Adoption
Sponsored by PayEm
- Dec 4, 2024
- 12:00 PM EST
- Credits: 1.00
FREE
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