TIME: 12:00 PM ET
Sponsored by FinancialForce

Webcast Summary

Knowing and keeping your profitable customers with a more predictable, data-driven business

The global economy has been running on all cylinders for quite some time, with continued growth and low unemployment reports keeping many investors bullish. However there are indicators that this upward trajectory may not last, and that a correction of some kind is in our future.

While we may not be able to fully predict the future, there are steps and tools you can take as a modern financial leader to best position your company for continued growth today, and into the future - even during more uncertain times.  The key is often being able to quickly capture and interpret customers and business signals based on what’s going on in your organization today through a holistic lens.

Join us today for this webcast to learn about what early signals you should be capturing and analyzing to run a more predictable, customer-centric business. Some of the topics will include:

  • Changing economy and business signals that can impact you and your customers
  • The expanding new role of the CFO - from reporting to strategic business partner
  • The democratization of analytics: reporting & data insight is for everyone
  • An aggregated view of customer revenue and margins, from opportunity to renewal
  • A better pulse on customers from opportunity to renewal lifecycle to drive recurring, long-term growth
  • Analytics doesn’t have to be hard - but it does have to be reliable 

About the Speaker

David Krauss, ERP Evangelist, FinancialForce

David is an accomplished and modern enterprise software marketing and business development executive with almost two decades of experience launching business applications and cloud platforms across the globe.

He has held leadership roles at both larger enterprise software organizations and early stage start-ups, bringing to market new disruptive technologies in areas such as cloud, mobile, BI/analytics, social, and the M2M learning/IoT space.

David has spent the last few years growing several application businesses built on top of the Salesforce platform, including Fairsail's HCM solution (now Sage People); and FinancialForce's ERP and PSA offerings.​
Joe Thomas, Analytics Evangelist, FinancialForce

Joe is the Analytics Evangelist for FinancialForce, focused on the benefits of the Einstein platform for Analytics and Artificial Intelligence powering the only customer-centric ERP available today. Joe has implemented and marketed Analytics, AI technology, Business Intelligence and reporting for over 20 years at global organizations such as Oracle, Apple, Autonomy and Merrill Lynch.

Sean Mcdermott, President & CEO, Windward Consulting

Sean has over three decades of building companies focused on IT infrastructure & operations, working with CIOs of the largest enterprises, communications providers, and Federal agencies. Sean is a serial entrepreneur as the founder of Windward Consulting Group, co-founder of App47 and founder of RealOps (sold to BMS Software). Prior to these endeavors, Sean held senior positions with Predictive Systems and Booz Allen Hamilton. He holds a Bachelors degree in Electrical Engineering from Villanova University and Masters in Engineering Management from the Catholic University of America. Sean is dedicated to philanthropy as the founder of the Windward Foundation, focused on Alzheimer’s caregiver support.


About the Moderator

Jess Bozzo, Content Manager, Argyle Executive Forum

Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.
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Fields of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1

Free CPE Credit

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