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Fivestepstopurchase venasolutions

FIVE STEPS TO PURCHASING FINANCIAL SOFTWARE THAT GROWS YOUR BUSINESS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 2, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Top performing businesses have taken a proactive approach to meeting challenges and capturing opportunities. How? By carefully selecting Corporate Performance Management (CPM) software solutions that transition finance teams from keepers and collectors of information to data-driven decision makers.
 
The financial software industry offers a myriad of solutions, with promises of easy data integration, high user adoption and a positive ROI. But which one is right for you?

Craig Schiff, of BPM Partners, takes you through five key steps to ensure you make the right decision when putting together your financial tech stack. Craig brings over 30-years’ of knowledge working in the financial tech industry. From evaluating your current needs to knowing what questions to ask for a painless implementation, Craig helps you choose the right partners to meet your business goals.
 
Attend this webinar to learn:


  • The five key steps to buying the right CPM solution.

  • The questions to ask when selecting a vendor.

  • What success will look like for you, and your business.


 
 

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Testimonials

Gary Cokins (Analytics-Based Performance Management LLC)

"Craig Schiff is a thought leader and authority in the field financial software features and functions and advice for purchasing software. He has had 30+ years of experience including the founder of a financial software company. His presentation delivery style is exceptional. He describes a complex topic in ways that can be easily understood. ... Gary Cokins, President, Analytics-Based Performance Management LLC"
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William Whipple (William Whipple)

"I liked that the poll questions were colored."
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Kimberly Bateson (Plumbline Consulting)

"I really liked this seminar. good information"

Michael Hemmelgarn (SMART Consulting LLC)

"Very thorough & informative, thank you!"
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Catherine, OH

"This webinar was very helpful and easy to follow."
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Adelle, CA

"The webinar was very informative and engaging."

Yasser Barakat (Self-employed)

"Thank you CPA Academy for reaching out to your overseas members"
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Michael Varilla (State of New Jersey)

"Convenient post lunch time"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

About Our Presenter

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.