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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Bridging the Gap: Aligning Finance and Leadership Priorities

BRIDGING THE GAP: ALIGNING FINANCE AND LEADERSHIP PRIORITIES

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Leadership
Course Description

In today's fast-changing business environment, finance teams are expected to play a more crucial role in achieving the organization’s strategic goals. Modern business leaders are demanding more from their accounting teams, but these teams often lack the time and resources to meet these demands due to a heavy workload of manual, repetitive tasks. This has resulted in growing frustration, tension, and misalignment with C-suite executives. Join us as we discuss the disconnect between C-suite expectations and finance team realities. If your organization is struggling with something similar, you’re not alone. Operational limitations keep one-third of finance professionals from meeting C-suite expectations. But the good news is, a recent survey reveals both sides are aligned on a solution – automation as the key to unlocking strategic potential. Learn actionable strategies to realign priorities and improve collaboration through better communication and understanding of each role's challenges and contributions.

Learning Objectives:


  • Identify key findings from the "Leaders vs. Ledger" study

  • Determine how automation can bridge the gap between finance teams and C-suite expectations

  • Recognize practical steps to enhance finance team efficiency and strategic impact

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Jarod Moss

Yooz Inc.
Regional Head of Sales

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Jarod Moss, the dynamic Central Region Head of Sales at Yooz, has dedicated the past two years to transforming businesses by optimizing accounts payable workflows, significantly reducing invoice processing times, and introducing user-friendly automation solutions. With over 21 years of IT industry experience, his deep expertise allows him to innovative, customized solutions that meet each client’s unique needs. This, combined with his passion for helping others, helps make Jarod a valuable asset to both Yooz and its clients, consistently driving efficiency and success

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Tim Teeter

Yooz Inc.
NORAM Head of Alliance Partnerships

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Tim Teeter, NORAM Head of Partner Alliances, is an ERP and Fintech expert with 20+ years of experience developing relationships and delivering innovative solutions. He specializes in driving initiatives that streamline financial processes and boost efficiency. Passionate about Fintech automation, Tim is dedicated to delivering solutions that enhance efficiency, improve accuracy, and ensure compliance

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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Yooz is part of ITESOFT-Yooz Group and provides a cloud based Accounts Payable Automation service. With thousands of customers worldwide and 30 years of experience, ITESOFT-Yooz Group is recognized as a world-class Document Capture solution vendor. ITESOFT SA has been listed on NYSE Euronext since 2001 (ITE) and is financially secure. Yooz vision is to deliver the ultimate weapon to every organization, especially SMEs, for winning the paper wars very quickly. With Yooz, document based processes are paper-free and automatic. Yooz has reinvented AP automation and will be reinventing HR automation, T&E automation, Digital Mailroom and more.