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Home Resources Webinars Finance transformation: do's, don’ts, & everything in between
ON-DEMAND WEBINAR

Finance Transformation: Do’s, Don'ts, & Everything in Between

Finance transformation experts from Embark & Chassi will teach you how to get started with your transformation and share some best practices for long-term success.

 
 

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Learning objectives:

Quickly and easily accomplish the first step of any transformation: understanding your as-is processes

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Identify meaningful opportunities for automation

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Prioritize your finance transformation efforts

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Quantify the ROI of finance transformation

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Measure the continual progress

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The idea of finance transformation can be overwhelming. Where do you start? How do you get those quick wins? Which practices are really worth the effort? How do you make sure those changes stick?

 

But when the potential reward is cash flow control, happier customers, and more dedicated employees, how can you pass on a transformation?

Finance transformation experts from Embark & Chassi will teach you how to get started with your transformation and share some best practices for long-term success.

Watch now

Transformations don't need to be overwhelming

Caroline Bleser

Caroline Bleser

Director of Client Programs for Chassi

Caroline Bleser is the Director of Client Programs for Chassi. She has over 5 years of experience in client-facing roles as a practitioner of finance transformation and performance improvement. 

Prior to entering the Tech space, she was a management consultant for a public accounting and advisory firm.

Jacob-Hartman

Jacob Hartman

Manager

Jacob is a Manager at Embark where he has worked since 2019. He initially began as a Senior Associate before beginning his current role.

Prior to Embark, he spent time as a Senior Audit Associate with KPMG and worked at PwC after graduating from Duquesne University.

Meet your hosts

Participants will earn 1 CPE credit.

Embark 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.


Record retention policy

Embark will maintain participant information in its CPE database for a period of five (5) years.


Program cancellation policy

Embark may at its discretion cancel a course program, delay a course program offering, or replace a previously announced course program with a course program of similar content. For external participants, Embark will make every effort to provide sufficient notification of a change of title or cancellation via e-mail to registered participants or via other marketing communications.  Embark reserves the right to substitute speakers in the case of instructor illness or other unforeseen circumstances. Due to this program being offered free of charge, there will be no refunds issued.

Field of study:
Accounting
Prerequisites:
None
Program level:
Basic
Delivery method:
Group internet-based
Number of CPE credits:
10

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