Spend Culture: Conversations on Spend Management, Procurement, and Finance Leadership

How to Prepare for Your First ERP Project - Sam Gupta

In this episode, Sam Gupta, the Principal Consultant at ElevatIQ and host of the WBS Rocks podcast joins us to discuss how growing companies can identify whether they are ready for an ERP, and also how to make the best decision on behalf of their organization.

We chat about ERP implementations gone wrong, how to evaluate a solution, and getting the right stakeholders on board to make your tech stack a success.

Elevating Women in Finance and the Future of Payments With Pamela Steer, CFO of Payments Canada

Pamela Steer, CFO of Payments Canada and CFO of the Year™ award winner for 2019 joins us in this episode to chat about the newest developments in Payments, and also her experiences being a woman finance leader. We chat about how organizations can leverage the newest payment technology to stay competitive in 2021, and how to elevate other women in the finance and accounting sector. 

 

How Softbank's VC CFO Navneet Govil is Making Finance Strategic

In this episode, Softbank Vision Fund's CFO and Managing Partner Navneet Govil shares his insights on scaling the vision fund's finance team, how he was able to use technology to make finance strategic, and his opinions on how finance leaders can be better business partners.

In addition, he gives a glimpse into how Softbank Vision Fund selects their portfolio companies and how portfolio company CFOs can benefit from being a part of the Vision Fund ecosystem. 

The Future of Budgeting and Forecasting with Evan Wells of Jirav

In this episode, Evan Wells, the VP BizOps & Financial Services at Jirav shares the biggest challenges organizations face when budgeting in a remote world.

We discuss how finance leaders can make accurate forecasts when we're still in a world of uncertainty, and how Jirav is also navigating the new year as an organization.

How Small-Medium Businesses Can Make the Road to Recovery in 2021 With Scott Omelianuk, Editor-in-Chief of Inc.

In this episode, Scott Omelianuk, Editor-in-Chief of Inc. joins us to chat about the biggest learnings business owners had from 2020, and strategies on how small-medium businesses can regain momentum for success in a new year.

Scott also shares his lessons as an entrepreneur himself, and how he helped other companies pivot and scale even within a crisis.

Leading the Finance Function at a People-First Tech Company With Pinder Sekhon, Sr. Director of Finance at Unbounce

In this episode, Pinder Sekhon, the Sr Director of Finance at Vancouver-based company Unbounce shares her experience as a people-first finance leader who made her transition from the more bureaucratic, traditional industries to the agile, fast-paced culture at Unbounce.

She shares how to build a proactive spend culture using technology, and how finance leaders can balance control with trust in fast-scaling organizations.

How to Onboard as a New CFO While Leading a Remote Team With Shouvik Roy, CFO at Drop

Shouvik Roy, the CFO of Drop joined the company during the 2020 pandemic, having to adapt to a new team and environment while being completely remote.

As a seasoned financial executive in the fintech sector, Shouvik discusses the challenges in tech startups during downturns, as well as the CFO's role in setting vision, strategy, and fundraising in 2021

CFO Lessons Learned from Zapier and Mailchimp With Jenny Bloom

In this episode, Jenny Bloom, the Chief Financial Officer at Zapier shares her learnings as a seasoned finance executive at multiple fast-growing tech companies.

She chats with us about how to support team members during remote work, how Zapier has adapted throughout the downturn, and their plans for growth in 2021.

How to Prioritize People and Manage Financial Operations in a Remote Work Culture

Wajdi Goussoub, the Director of Finance at Plooto gets honest about the changes and sacrifices made during the pandemic, and how he built a successful spend processes that empowers the individual team members within the company. Wajdi also draws to his prior experience as a VC and identifies what makes successful startups stand out from the rest.

Managing Hypergrowth and Achieving IPO in a Downturn Economy - Jim Kelliher, CFO at Drift

Managing Hypergrowth and Achieving IPO in a Downturn Economy

In this episode, Jim Kelliher, the CFO at Drift shares how Drift became the fastest growing tech company in Boston, and how they navigated strategic challenges during a downturn by being customer-centric, trusting the team, and investing in the right processes and people.

In addition, Jim shares his advice on IPO best practices from his previous CFO roles, and what a finance executive needs to think about before going public.

Speakers: Jim Kelliher, Chief Financial Officer, Drift

Jim Kelliher is the Chief Financial Officer at Drift, a Boston-based tech company. Drift is a Revenue Acceleration platform that uses Conversational Marketing and Conversational Sales to help companies grow revenue and sales. He is an expert at building tech startups through escalating organizational processes and expanded systems of growth as a financial executive. Jim shares his skill set on adapting towards long term market scale and how investing in people-based training and development aligns with the strategic goals in a growing company.