To keep up with our increasingly unpredictable world, finance leaders need agility

and scalability incorporated in everything they do. Join us June 15-16th to hear from

forward-thinking finance pros about how they approach building adaptable and

effective finance teams, systems and processes. Full summit line up and schedule coming soon!

*Session times and dates subject to change.

For CPE Sessions:
Creating a Company Purchasing Policy and Templates [1 CPE]
The Rise of Operational Accounting [1 CPE]
Beyond the Balance Sheet [1 CPE]
Session Coming Soon [1 CPE]
*Only attendees who join the live webinar for at least 50 minutes are eligible for CPE credit. Those who join live for less than 50 minutes or watch the webinar on-demand will not receive CPE credit.

Team Labs, Inc programs will be offered free of charge unless otherwise indicated. In the event of program cancellation, Team Labs, Inc or its partners will notify participants by email in a timely manner. For more information regarding complaints, refunds, cancellation, and/or programs please contact our office at hello@teampay.co

Team Labs, Inc 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: www.nasbaregistry.org.
SPEAKERS
DL
DebraIMASKED LivingstonIMASKED
Event organiserIMASKED
Peterson LLCIMASKED
VIEW PROFILE
LR
LisaIMASKED RamirezIMASKED
Designer, interior/spatialIMASKED
Parker-SnowIMASKED
VIEW PROFILE
NH
NicoleIMASKED HamiltonIMASKED
Designer, television/film setIMASKED
Walton-LeeIMASKED
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CR
CandaceIMASKED RamirezIMASKED
Engineering geologistIMASKED
Anderson-BarryIMASKED
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MC
MarcusIMASKED CarterIMASKED
Medical secretaryIMASKED
Johnson LLCIMASKED
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MH
MaryIMASKED HughesIMASKED
Designer, furnitureIMASKED
Drake GroupIMASKED
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CH
CynthiaIMASKED HawkinsIMASKED
Primary school teacherIMASKED
Chavez and SonsIMASKED
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JH
JoelIMASKED HuntIMASKED
English as a foreign language teacherIMASKED
Lawrence, Oneal and TaylorIMASKED
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RP
RobertIMASKED ParsonsIMASKED
Cabin crewIMASKED
Mills IncIMASKED
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MJ
MonicaIMASKED JacksonIMASKED
Scientist, clinical (histocompatibility and immunogenetics)IMASKED
Black PLCIMASKED
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PC
PaulIMASKED ChenIMASKED
Buyer, retailIMASKED
Frank GroupIMASKED
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AR
AdamIMASKED RamosIMASKED
Plant breeder/geneticistIMASKED
Bell, Jenkins and EscobarIMASKED
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MM
MarkIMASKED MorenoIMASKED
Scientific laboratory technicianIMASKED
Watkins GroupIMASKED
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LS
LoriIMASKED SullivanIMASKED
Operational researcherIMASKED
Rios-WilliamsIMASKED
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KD
KevinIMASKED DownsIMASKED
Commissioning editorIMASKED
Hernandez, Mooney and DanielsIMASKED
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AB
AnnaIMASKED BurchIMASKED
Psychologist, educationalIMASKED
Walker-WilliamsIMASKED
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CK
CarrieIMASKED KingIMASKED
Plant breeder/geneticistIMASKED
Henderson, Horn and WilsonIMASKED
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BS
BenjaminIMASKED SnyderIMASKED
Designer, jewelleryIMASKED
Shaw GroupIMASKED
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KC
KaylaIMASKED CookIMASKED
Librarian, academicIMASKED
Frazier, Kennedy and ReedIMASKED
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EJ
EricaIMASKED JordanIMASKED
Network engineerIMASKED
Johns, Bell and ForbesIMASKED
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JC
JustinIMASKED CoxIMASKED
Building surveyorIMASKED
Welch, Murphy and FigueroaIMASKED
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MW
MikeIMASKED WallaceIMASKED
Furniture designerIMASKED
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LB
LisaIMASKED BrownIMASKED
HomeopathIMASKED
Barajas-JonesIMASKED
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TH
TiffanyIMASKED HerreraIMASKED
Charity fundraiserIMASKED
Oconnor LtdIMASKED
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DS
DennisIMASKED ScottIMASKED
Financial managerIMASKED
Parker PLCIMASKED
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TG
TaraIMASKED GallowayIMASKED
ChiropodistIMASKED
Stephens IncIMASKED
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BH
BrendanIMASKED HarveyIMASKED
Interior and spatial designerIMASKED
Wilson, Gutierrez and WaltonIMASKED
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DV
DanielIMASKED VillaIMASKED
Engineer, waterIMASKED
Brown, Greene and ParksIMASKED
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KP
KathleenIMASKED ParkerIMASKED
Building control surveyorIMASKED
Lee, Myers and BerryIMASKED
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AGENDA
All Dates
Jun 15
Jun 16
Jun 15
3:00 PM - 3:10 PM UTC
Day 1 - Welcome

Join Teampay COO, Peter Nesbitt, as we kick off Day One of Agile Finance Summit! 

  • LisaIMASKED RamirezIMASKED
3:10 PM - 3:20 PM UTC
Keynote: Human Centered Finance
  • DebraIMASKED LivingstonIMASKED
3:23 PM - 3:40 PM UTC
Break
    3:35 PM - 4:40 PM UTC
    Creating a Human-First Company Purchasing Policy and Process [1 CPE]

    Purchasing processes vary greatly based on company size, organizational mission, and stage of growth. Frequently, these processes are built piece by piece based on an immediate need, which can lead to...

    • CandaceIMASKED RamirezIMASKED
    • MarcusIMASKED CarterIMASKED
    • LisaIMASKED BrownIMASKED
    • DanielIMASKED VillaIMASKED
    4:40 PM - 5:45 PM UTC
    The Rise of Operational Accounting [1 CPE]

    As businesses become digital, the speed of business continues to accelerate. This reality is presenting a growing challenge to today’s finance and accounting functions to shift their focus from...

    • PaulIMASKED ChenIMASKED
    5:40 PM - 5:50 PM UTC
    Break
      5:50 PM - 6:35 PM UTC
      Finance and Marketing: How to Turn This Partnership into a Strategic Powerhouse

      The relationship between finance and sales typically gets all the attention. And understandably, because where would your company be without tight control over the growth narrative and strategy? The best...

      • KevinIMASKED DownsIMASKED
      • AnnaIMASKED BurchIMASKED
      • CarrieIMASKED KingIMASKED
      • BenjaminIMASKED SnyderIMASKED
      6:35 PM - 7:20 PM UTC
      Habits of Highly Effective CFOs

      The days when the CFO was primarily responsible for internal controls and compliance are long gone. CFOs have been called to act as strategic and operational leaders, driving impact in their organizations....

      • RobertIMASKED ParsonsIMASKED
      7:20 PM - 7:30 PM UTC
      Break
        7:30 PM - 8:30 PM UTC
        Spend Management Trends in the Marketplace

        Spend management is a universally accepted practice that allows organizations to track, manage, and optimize spend. Best practices and implementations, however, vary across industries, organizational...

        • JoelIMASKED HuntIMASKED
        • MonicaIMASKED JacksonIMASKED
        • AdamIMASKED RamosIMASKED
        • DennisIMASKED ScottIMASKED
        8:30 PM - 8:40 PM UTC
        Day 1 - Closing Remarks

        Join Teampay COO, Peter Nesbitt, as we wrap up Day One of Agile Finance Summit! 

        • LisaIMASKED RamirezIMASKED
        Jun 16
        3:00 PM - 3:10 PM UTC
        Day 2 - Welcome

        Join Teampay COO, Peter Nesbitt, as we kick off Day Two of Agile Finance Summit! 

        • LisaIMASKED RamirezIMASKED
        3:10 PM - 3:55 PM UTC
        Connecting Cash in the Era of Inflation

        The annual inflation rate in the US accelerated to 8.5% in March of 2022, the highest since January of 1982. But what does this mean for the current public market? What does it mean for the finance organization?...

        • JustinIMASKED CoxIMASKED
        • MikeIMASKED WallaceIMASKED
        3:55 PM - 4:05 PM UTC
        Break
          4:05 PM - 5:05 PM UTC
          Beyond the Balance Sheet [1 CPE]

          Join us as we reveal the never-before-seen findings of this year’s Beyond the Balance Sheet report, research conducted by Material to uncover the depth of the challenges facing finance teams. Be...

          • NicoleIMASKED HamiltonIMASKED
          • MaryIMASKED HughesIMASKED
          • TiffanyIMASKED HerreraIMASKED
          • KathleenIMASKED ParkerIMASKED
          5:05 PM - 5:15 PM UTC
          Break
            5:15 PM - 6:15 PM UTC
            ASC 842 Lease Accounting Compliance – Successful ways to tackle the new lease accounting standard [1 CPE]

            CPE Credit: 1.0 Credit

            Field of Study: Finance

             

            Additional Information:

            Prerequisites: None.

            Advanced Preparation: No advanced preparation needed.

            Program Level: Basic

            Delivery Method: Group Internet Based ...

            • KaylaIMASKED CookIMASKED
            • EricaIMASKED JordanIMASKED
            • DennisIMASKED ScottIMASKED
            6:15 PM - 6:25 PM UTC
            Break
            • KathleenIMASKED ParkerIMASKED
            6:25 PM - 7:10 PM UTC
            Using Technology to Bulletproof Your Staff and Organization Against the Great Resignation and Staff Turnover

            As technology and automation become increasingly prevalent in the monthly accounting cycle, organizations that choose not to embrace new features are seeing increased staff turnover. Those embracing technology...

            • MarkIMASKED MorenoIMASKED
            • LoriIMASKED SullivanIMASKED
            • TaraIMASKED GallowayIMASKED
            7:10 PM - 7:40 PM UTC
            Liquidity on Your Terms: How Alternative Finance Can Protect Your Company in Uncertain Times

            In a challenging market, capital stack decisions are more important than ever. Pipe CFO, Lukas Wagner, and Michael Tam, Partner at Craft Ventures, will discuss the importance of a cash cushion, identifying...

            • CynthiaIMASKED HawkinsIMASKED
            • BrendanIMASKED HarveyIMASKED
            7:40 PM - 7:50 PM UTC
            Day 2 - Summit Closing

            Join Teampay COO, Peter Nesbitt, as we wrap up Day Two of Agile Finance Summit! 

            • LisaIMASKED RamirezIMASKED
            10:00 PM - 1:00 AM UTC
            In-Person Wrap Party: NYC @ Broken Shaker - 6PM ET

            Going to be around NYC? After two days of thought leadership sessions from finance industry professionals, you're invited to join us for food, drinks, exclusive swag, giveaways and networking IRL at our...

              1:00 AM - 4:00 AM UTC
              In-Person Wrap Party: San Francisco @ 25 Lusk - 6PM PT

              Going to be around San Francisco? After two days of thought leadership sessions from finance industry professionals, you're invited to join us for food, drinks, exclusive swag, giveaways and networking...

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