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
Andrew Hoag
Andrew Hoag
Founder & CEO
Teampay
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Peter Nesbitt
Peter Nesbitt
COO
Teampay
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Andrew Jenks
Andrew Jenks
Assistant Controller
LucidWorks
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Michelle Vita
Michelle Vita
Director of Procurement
Datadog
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Nathaniel Harrison
Nathaniel Harrison
Finance Manager
Amperity
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Ross Beyeler
Ross Beyeler
COO
Trellis
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Lukas Wagner
Lukas Wagner
CFO
Pipe
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Brian Kass
Brian Kass
Senior Solution Sales Advisor
SVB
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Tom Kelly
Tom Kelly
Director of Product Marketing and Management
Oracle NetSuite
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Lisa Treshnell
Lisa Treshnell
Senior Solution Sales Advisor
SVB
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Stefan van Duyvendijk
Stefan van Duyvendijk
Accounting Operations Evangelist
FloQast
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Rithvik Kasireddy
Rithvik Kasireddy
Senior Card Product Manager
SVB
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David Johnson
David Johnson
Senior Consultant
Exponential Consulting
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Allen Lassinger
Allen Lassinger
VP Finance
APIC
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Michael Nasif
Michael Nasif
Chief Revenue Officer
Forage
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Mike Nucci
Mike Nucci
Director of Operations
MaestroQA
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Joe Michalowski
Joe Michalowski
Head of Content
Mosaic
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Joe Garafalo
Joe Garafalo
Co-Founder & COO
Mosaic
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David Blackistone
David Blackistone
Director
RSM US LLP
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Laura Adams
Laura Adams
Manager | Technology & Management Consulting
RSM US LLP
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Mark Bartlett
Mark Bartlett
Chief Sales Officer
Tesorio
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Rob Hull
Rob Hull
Founder, Adaptive Insights and 3x CFO
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Robyn Wertman
Robyn Wertman
Controller
Teampay
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Tanya Firdman
Tanya Firdman
Senior Manager, Sales Engineering
Teampay
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Miles Macleod
Miles Macleod
Director, Channels & Alliances
Teampay
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Kristyn Poreba
Kristyn Poreba
VP of Financial Reporting
In-Q-Tel, Inc
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Michael Tam
Michael Tam
Partner
Craft Ventures
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Chris Morrison
Chris Morrison
Controller
Pulsara
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Blake Oliver, CPA
Blake Oliver, CPA
Founder & CEO
Earmark
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AGENDA
3:00 PM - 3:10 PM CUT
Day 2 - Welcome

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

Peter Nesbitt
Peter Nesbitt
3:10 PM - 3:55 PM CUT
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
Mark Bartlett
Rob Hull
Rob Hull
3:55 PM - 4:05 PM CUT
Break
4:05 PM - 5:05 PM CUT
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
Andrew Jenks
Ross Beyeler
Ross Beyeler
Tanya Firdman
Tanya Firdman
Blake Oliver, CPA
Blake Oliver, CPA
5:05 PM - 5:15 PM CUT
Break
5:15 PM - 6:15 PM CUT
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
David Blackistone
Laura Adams
Laura Adams
Miles Macleod
Miles Macleod
6:15 PM - 6:25 PM CUT
Break
Blake Oliver, CPA
Blake Oliver, CPA
6:25 PM - 7:10 PM CUT
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
David Johnson
Allen Lassinger
Allen Lassinger
Kristyn Poreba
Kristyn Poreba
7:10 PM - 7:40 PM CUT
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
Lukas Wagner
Michael Tam
Michael Tam
7:40 PM - 7:50 PM CUT
Day 2 - Summit Closing

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

Peter Nesbitt
Peter Nesbitt
10:00 PM - 1:00 AM CUT
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 CUT
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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