Finance Transformation: Do's, Don’ts, and 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.
Transformations don't need to be overwhelming
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.
Learning objectives:
Quickly and easily accomplish the first step of any transformation: understanding your as-is processes
Identify meaningful opportunities for automation
Prioritize your finance transformation efforts
Quantify the ROI of finance transformation
Measure the continual progress
View our webinar
Learning objectives:
Quickly and easily accomplish the first step of any transformation: understanding your as-is processes
Identify meaningful opportunities for automation
Prioritize your finance transformation efforts
Quantify the ROI of finance transformation
Measure the continual progress
Meet your hosts
Billy Leigh
Billy helps organizations leverage their people as critical thinkers and quickly use advanced analytics to drive decisions.
After serving in the US Marine Corps for four years, Billy earned his BBA and master’s in accounting from TCU, followed by nearly a decade in public accounting and management consulting. He joined Embark in 2021.
Caroline Bleser
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 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.