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
Avatar of Andrew Hoag AH
Andrew Hoag
Founder & CEO
Teampay
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Avatar of Peter Nesbitt PN
Peter Nesbitt
COO
Teampay
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Avatar of Andrew Jenks AJ
Andrew Jenks
Assistant Controller
LucidWorks
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Avatar of Michelle Vita MV
Michelle Vita
Director of Procurement
Datadog
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Avatar of Nathaniel Harrison NH
Nathaniel Harrison
Finance Manager
Amperity
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Avatar of Ross Beyeler RB
Ross Beyeler
COO
Trellis
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Avatar of Lukas Wagner LW
Lukas Wagner
CFO
Pipe
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Avatar of Brian Kass BK
Brian Kass
Senior Solution Sales Advisor
SVB
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Avatar of Tom Kelly TK
Tom Kelly
Director of Product Marketing and Management
Oracle NetSuite
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Avatar of Lisa Treshnell LT
Lisa Treshnell
Senior Solution Sales Advisor
SVB
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Avatar of Stefan van Duyvendijk Sv
Stefan van Duyvendijk
Accounting Operations Evangelist
FloQast
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Avatar of Rithvik Kasireddy RK
Rithvik Kasireddy
Senior Card Product Manager
SVB
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Avatar of David Johnson DJ
David Johnson
Senior Consultant
Exponential Consulting
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Avatar of Allen Lassinger AL
Allen Lassinger
VP Finance
APIC
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Avatar of Michael Nasif MN
Michael Nasif
Chief Revenue Officer
Forage
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Avatar of Mike Nucci MN
Mike Nucci
Director of Operations
MaestroQA
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Jm
Joe michalowski
Director of Content
Mosaic
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Avatar of Joe Garafalo JG
Joe Garafalo
Co-Founder and COO
Mosaic
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Avatar of David Blackistone DB
David Blackistone
Director
RSM US LLP
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Avatar of Laura Adams LA
Laura Adams
Manager | Technology & Management Consulting
RSM US LLP
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Avatar of Mark Bartlett MB
Mark Bartlett
Chief Sales Officer
Tesorio
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Avatar of Rob Hull RH
Rob Hull
Founder, Adaptive Insights and 3x CFO
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Avatar of Robyn Wertman RW
Robyn Wertman
Controller
Teampay
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Avatar of Tanya Firdman TF
Tanya Firdman
Senior Manager, Sales Engineering
Teampay
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Avatar of Miles Macleod MM
Miles Macleod
Director, Channels & Alliances
Teampay
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Avatar of Kristyn Poreba KP
Kristyn Poreba
VP of Financial Reporting
In-Q-Tel, Inc
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Avatar of Michael Tam MT
Michael Tam
Partner
Craft Ventures
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CM
Chris Morrison
Controller
Pulsara
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Avatar of Blake Oliver, CPA BO
Blake Oliver, CPA
Founder & CEO
Earmark
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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! 

  • Peter Nesbitt
3:10 PM - 3:20 PM UTC
Keynote: Human Centered Finance
  • Andrew Hoag
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...

    • Michelle Vita
    • Nathaniel Harrison
    • Robyn Wertman
    • Chris Morrison
    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...

    • Stefan van Duyvendijk
    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...

      • Michael Nasif
      • Mike Nucci
      • Joe michalowski
      • Joe Garafalo
      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....

      • Tom Kelly
      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...

        • Brian Kass
        • Lisa Treshnell
        • Rithvik Kasireddy
        • Miles Macleod
        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! 

        • Peter Nesbitt
        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! 

        • Peter Nesbitt
        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?...

        • Mark Bartlett
        • Rob Hull
        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...

          • Andrew Jenks
          • Ross Beyeler
          • Tanya Firdman
          • Blake Oliver, CPA
          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 ...

            • David Blackistone
            • Laura Adams
            • Miles Macleod
            6:15 PM - 6:25 PM UTC
            Break
            • Blake Oliver, CPA
            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...

            • David Johnson
            • Allen Lassinger
            • Kristyn Poreba
            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...

            • Lukas Wagner
            • Michael Tam
            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! 

            • Peter Nesbitt
            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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