Elevate Your Accounting Game

In-Person Event    |    April 27 – 28, 2022
Hotel Ella, Austin, TX
Earn up to 5 CPE Credits

Register Now
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Featured Speakers

Stefan van Duyvendijk | Accounting Operations Evangelist, FloQast

Stefan van Duyvendijk

Accounting Operations Evangelist, FloQast
Bio
Robert Kugel | Senior VP - Research Director, Ventana Research

Robert Kugel

Senior VP - Research Director, Ventana Research
Bio
Temi Vasco | Controller, Gem Software

Temi Vasco

Controller, Gem Software
Bio

What to Expect

FloQast is excited to kick off FloQast On-the-Go, a regional event series, with the first event in Austin, TX! After two years of putting our in-person events on hold, we’re excited to come together for a one-and-a-half-day event filled with opportunities for learning, collaboration, community, and networking. Day one will be open to current FloQast customers and those wanting to learn more about FloQast. The focus for that day will be learning about the future of accounting from FloQast, Ventana Research, Embark Consulting, and FloQast Customers. Day two is a user group meeting exclusively for FloQast Customers who want to network, learn and provide feedback on future capabilities from FloQast. Join us in Austin to:

Join us in Austin to:

  • Gain insight into the future of accounting and how to apply technology to drive operational excellence.
  • Transform accounting operations without disruption.
  • See how the FloQast platform and solutions provide a workspace and community to shape the future of accounting.
  • Network with your fellow accountants, consultants, and FloQast solution experts.
  • Earn up to 5 CPE credits

Evening Event

Date: April 27, 2022
Time: 6:00pm CT
Location: Banger’s Sausage House & Beer Garden

 

Come have a drink (or three) with us at one of the funnest bars on Rainey Street! There will be food, drinks, and live music to wrap up a day of learning. Mix and mingle with the FloQast crew and friends of FloQast.

Evening event venue

Agenda

7:30am - 8:30am CT

Check in & Breakfast

8:30am - 8:45am CT

Welcome + Housekeeping

Colleen Wanty | Director of Product Marketing, FloQast

Colleen Wanty

Director of Product Marketing, FloQast

8:45am - 9:30am CT

Winning the Accounting Game: The Rise of Operational Accounting
*CPE Session

Stefan van Duyvendijk | Accounting Operations Evangelist, FloQast

Stefan van Duyvendijk

Accounting Operations Evangelist, FloQast

Learn More
9:30am - 10:00am CT

Break

10:00am - 11:00am CT

Enabling the Modern Finance Function Through Continuous Accounting
*CPE Session

Robert Kugel | Senior VP - Research Director, Ventana Research

Robert Kugel

Senior VP - Research Director, Ventana Research

Learn More
11:00am - 11:45am CT

Shift Happens: Explore How the Accounting Function is Evolving to Support the Insight driven and Digital Enterprise
*CPE Session

Stefan van Duyvendijk | Accounting Operations Evangelist, FloQast

Stefan van Duyvendijk

Accounting Operations Evangelist, FloQast

Temi Vasco | Controller, Gem Software

Temi Vasco

Controller, Gem Software

Andy Pfertner | Controller, JustAnswer

Andy Pfertner

Controller, JustAnswer

Eric Domagalski | Chief Accounting Officer, Intercom

Eric Domagalski

Chief Accounting Officer, Intercom

Learn More
12:00pm - 1:00pm CT

Lunch

1:00pm - 1:30pm CT

New Product Announcement

Learn More
1:30pm - 2:00pm CT

Material Impact Delivered: How to Avoid the Common Pitfalls Of A Technology Implementation While Achieving Faster Time to Value
*CPE Session

Justin Smith | Global Vice President, Customer Success, FloQast

Justin Smith

Global Vice President, Customer Success, FloQast

Learn More
2:00pm - 2:45pm CT

The Roadmap to Modernizing Finance Without Disruption
*CPE Session

Billy Leigh | Finance Transformation Leader, Embark
logo-embark

Billy Leigh

Finance Transformation Leader, Embark

Will Caironi | Finance Transformation Managing Director, Embark
logo-embark

Will Caironi

Finance Transformation Managing Director, Embark

Learn More
2:45pm - 3:00pm CT

Achieving Greater Financial Velocity and Control With the FloQast Accounting Operations Platform

Colleen Wanty | Director of Product Marketing, FloQast

Colleen Wanty

Director of Product Marketing, FloQast

3:00pm - 3:15pm CT

Break

3:15pm - 5:00pm CT

Genius Bar: FloQast Solutions

  • FloQast Close Management and Flux
  • FloQast Close Management and Reconciliation
  • FloQast ReMind
  • FloQast Ops
  • Embark – Business advisory for optimizing finance, accounting, and technology
Learn More
6:00pm - 9:00pm CT

Cocktail Reception at Banger’s Sausage House & Beer Garden

Come have a drink (or three) with us at one of the best bars on Rainey Street!
There will be food, drinks, and live music to wrap up a day of learning.
Mix and mingle with the FloQast crew and friends of FloQast.

7:30am - 8:30am CT

Check in & Breakfast

8:30am - 9:00am CT

The FloForward Accounting Operational Excellence Roadmap Overview

Colleen Wanty | Director of Product Marketing, FloQast

Colleen Wanty

Director of Product Marketing, FloQast

Learn More
9:00am - 12:00pm CT

FloForward: Interactive Feedback Sessions on Enhancements and New Solutions

For this interactive session, we will be discussing upcoming enhancements, features and solutions from FloQast and give our FloQast customers a chance to prioritize and provide feedback on FloQast’s vision for the future of accounting.

Learn More
12:00pm - 1:00pm CT

Lunch and End of Day

Registraton form image
X

Wednesday, April 27th   |   7:30am - 8:30am CT

Check in & Breakfast

X

Wednesday, April 27th   |   8:30am - 8:45am CT

Welcome + Housekeeping

Colleen Wanty | Director of Product Marketing, FloQast

Colleen Wanty

Director of Product Marketing, FloQast

X

Wednesday, April 27th   |   8:45am - 9:30am CT

Winning the Accounting Game: The Rise of Operational Accounting

As all businesses become digital the speed of business begins to move at the speed of light. This reality is placing a growing challenge on today’s finance and accounting functions to shift their focus from the tactical to the strategic and operational. It’s no longer the accounting function of years past. The modern accountant must meet these challenges head on and navigate forward. 

Operational excellence is the new mandate for accounting and that means faster answers with more certainty and better teamwork. Accounting processes can no longer run in traditional ways and must change to meet the new business realities. As we all know accountants have a lot on their plate, so how does a busy accounting team adapt to the new realities without causing massive disruption to their critical enterprise processes like the Close, FP&A, Reporting and Compliance.  

Join Mike Whitmire, CEO & Co-Founder of FloQast as he explores the impact of increasing digitalization across the office of the CFO, the rise of operational accounting, and how to navigate these changes without disruption.

Join this session to learn:

  1. The impact of digitalization in the office of the CFO
  2. The shift to operational accounting
  3. Managing the need to modernize without disruption
  4. Emerging skill-sets required for accounting success

Stefan van Duyvendijk | Accounting Operations Evangelist, FloQast

Stefan van Duyvendijk

Accounting Operations Evangelist, FloQast

X

Wednesday, April 27th   |   9:30am - 10:00am CT

Break

X

Wednesday, April 27th   |   10:00am - 11:00am CT

Enabling the Modern Finance Function Through Continuous Accounting

Many senior finance executives say they want their department to play a more strategic role in the management and operations of their company. They want Finance to shift its focus from processing transactions to higher-value functions in order to make more substantial contributions to the success of the organization. The term “continuous accounting” represents an approach to managing the accounting cycle that can facilitate the shift by improving the performance of the accounting function. 

Join Robert Kugel, Senior Vice President at Ventana Research, as he explores the concept of continuous accounting across the office of the CFO to drive operational excellence.  Learn about the three main principles of continuous accounting:

  • Automating mechanical, repetitive accounting processes in a continuous, end-to-end fashion to improve efficiency, ensure data integrity and enhance visibility into processes
  • Distributing workloads continuously over the accounting period (the month, quarter, half-year or year) to eliminate bottlenecks and optimize when tasks are executed
  • Establishing a culture of continuous improvement in managing the accounting cycle. Such a culture regularly sets increasingly rigorous objectives, reviews performance to those objectives and makes addressing shortcomings a departmental priority

Robert Kugel | Senior VP - Research Director, Ventana Research

Robert Kugel

Senior VP - Research Director, Ventana Research

X

Wednesday, April 27th   |   11:00am - 11:45am CT

Shift Happens: Explore How the Accounting Function is Evolving to Support the Insight driven and Digital Enterprise

Today’s accounting and finance professionals are taking on new strategic and operational roles in guiding growth and building the digital enterprise in pursuit of operational excellence. But the accelerating pace of technological change and workforce shifts present new challenges to modernizing accounting operations. How can finance and accounting professionals lead the change required without disrupting critical core processes?

Join moderator Colleen Wanty, FloQast Director of Product Marketing and a panel of FloQast customers,  Temi Vasco, Controller, Gem Software; Andy Pfertner, Controller, Just Answer; Eric Domagalski Chief Accounting Officer, Intercom.  Learn how these companies started on the path to meet these new challenges for accounting and finance teams.

Join this session to learn:

  1. What were the challenges these customers faced with building accounting operations to support the digital enterprise.
  2. What are the four key areas to focus on improving for modernizing your operations and driving accounting operational excellence? 
  3. Identify the highest impact areas for automation across the record to report process driving measurable value and impact. 

Stefan van Duyvendijk | Accounting Operations Evangelist, FloQast

Stefan van Duyvendijk

Accounting Operations Evangelist, FloQast

Temi Vasco | Controller, Gem Software

Temi Vasco

Controller, Gem Software

Andy Pfertner | Controller, JustAnswer

Andy Pfertner

Controller, JustAnswer

Eric Domagalski | Chief Accounting Officer, Intercom

Eric Domagalski

Chief Accounting Officer, Intercom

X

Wednesday, April 27th   |   12:00pm - 1:00pm CT

Lunch

X

Wednesday, April 27th   |   1:00pm - 1:30pm CT

New Product Announcement

Boston Consulting Group estimates that 70% of digital transformation efforts fall short of meeting targets. The Standish Group’s 2020 CHAOS report estimates that around 66% of software projects fail.  As Accounting teams pursue operational excellence with greater visibility, automation, collaboration, and documentation, these statistics can be disheartening, and the goal of modernizing operations without disruption can seem challenging. 

At FloQast, our customers have an entirely different experience. In a 2021 customer survey, FloQast customers reported a 98% success rate of implementing FloQast to deliver targeted business value. 

Join Justin Smith, VP of Customer Success at Floqast, to learn what is different about the FloQast Solutions, implementations, and Customer Success organization that drive this level of success for our customers. Learn more about:

  1. What are the common pitfalls that drive the failure of technology projects to deliver business value.
  2. What is the approach and methodology to avoid those pitfalls 
  3. How FloQast solutions and implementations drive results measured in less than a quarter.  

X

Wednesday, April 27th   |   1:30pm - 2:00pm CT

Material Impact Delivered: How to Avoid the Common Pitfalls Of A Technology Implementation While Achieving Faster Time to Value

Boston Consulting Group estimates that 70% of digital transformation efforts fall short of meeting targets. The Standish Group’s 2020 CHAOS report estimates that around 66% of software projects fail.  As Accounting teams pursue operational excellence with greater visibility, automation, collaboration, and documentation, these statistics can be disheartening, and the goal of modernizing operations without disruption can seem challenging. 

At FloQast, our customers have an entirely different experience. In a 2021 customer survey, FloQast customers reported a 98% success rate of implementing FloQast to deliver targeted business value. 

Join Justin Smith, VP of Customer Success at Floqast, to learn what is different about the FloQast Solutions, implementations, and Customer Success organization that drive this level of success for our customers. Learn more about:

  1. What are the common pitfalls that drive the failure of technology projects to deliver business value.
  2. What is the approach and methodology to avoid those pitfalls 
  3. How FloQast solutions and implementations drive results measured in less than a quarter.  

Justin Smith | Global Vice President, Customer Success, FloQast

Justin Smith

Global Vice President, Customer Success, FloQast

X

Wednesday, April 27th   |   2:00pm - 2:45pm CT

The Roadmap to Modernizing Finance Without Disruption

Join Finance Transformation specialists from Embark to discuss how organizations can realize the benefits of a transformation without bottlenecks, siloes, and other inefficiencies. 

Equally important, learn how to execute your finance transformation without immediate disruptions across the organization, getting buy-in from key stakeholders across departments.

We’ll also explain how an approach relying on small, quick initial wins can seamlessly evolve into larger, longer term initiatives that propel the entire organization toward a more streamlined, data-driven future.

Embark will discuss each stage of our Finance Transformation Roadmap, including:

  • Establishing buy-in: How to quickly spin up a center of excellence (COE) to drive wide-spread adoption, providing critical buy-in across every level of the organization
  • Identifying pain points: Using agile methodology to interview stakeholders, create a backlog of issues to address, and begin strategizing for an ideal future state
  • Using essential building blocks: Focusing on the people, processes, and technology driving transformation to choose/implement the right tools, establish protocols, and foster a robust data culture
  • Spotting quick wins: How to identify, target, and action plan around areas for quick wins that build momentum for continued transformation

Billy Leigh | Finance Transformation Leader, Embark

Billy Leigh

Finance Transformation Leader, Embark

Will Caironi | Finance Transformation Managing Director, Embark

Will Caironi

Finance Transformation Managing Director, Embark

X

Wednesday, April 27th   |   2:45pm - 3:00pm CT

Achieving Greater Financial Velocity and Control With the FloQast Accounting Operations Platform

Colleen Wanty | Director of Product Marketing, FloQast

Colleen Wanty

Director of Product Marketing, FloQast

X

Wednesday, April 27th   |   3:00pm - 3:15pm CT

Break

X

Wednesday, April 27th   |   3:15pm - 5:00pm CT

Genius Bar: FloQast Solutions

The FloQast Accounting Operations Platform offers a wide range of solutions designed to deliver improved automation, collaboration, visibility, controls, and documentation to accounting teams everywhere. The FloQast Genius Bar will be hosted by FloQast’s “genius” product experts who can answer all of your questions in a casual one-on-one setting.

Join to learn more about the lineup of FloQast Solutions:

FloQast Close Management is an advanced workflow solution that provides a single place for teams to automate month-end close tasks, enhance accountability, improve transparency and accuracy, and collaborate effectively from anywhere. 

FloQast Flux is an advanced workflow solution that automates the time-consuming process of building a Flux Analysis report to identify material balance fluctuations and risk areas.

Reconciliation Management is an advanced workflow solution to expedite the highly-repetitive, tedious process of reconciling accounts using an AI powered solution purpose-built for and trusted by accountants and auditors worldwide. 

FloQast ReMind is a Request Management Workflow that saves time by automating manual requests for information and manage-by-exception within a centralized dashboard.

FloQast Ops is a Workflow Manager that extends the power of FloQast Close to help accounting teams take control of accounting operations beyond the close like AP/AR, Payroll, Sales Tax, Compliance, FP&A, and Reporting. 

Partner: Embark is a new kind of business advisory firm focused on optimizing the intersection of finance, accounting, and technology for accounting teams everywhere.

User Interface Testing – We want to hear from you about how to make FloQast even more intuitive. We are looking for customers to participate in a structured, 30 minute user interface interaction and testing.

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Wednesday, April 27th   |   6:00pm - 9:00pm CT

Cocktail Reception at Banger’s Sausage House & Beer Garden

X

Thursday, April 28th   |   7:30am - 8:30am CT

Check in & Breakfast

X

Thursday, April 28th   |   8:30am - 9:00am CT

The FloForward Accounting Operational Excellence Roadmap Overview

FloQast has been building accountant-first solutions for over 1,500 customers to help them as they scale and grow their business. Learn how to modernize accounting operations without disruption to your business and make operational excellence a reality with FloQast. Colleen Wanty, FloQast Director of Product Marketing, will introduce the FloForward Solutions that will be released on FloQast’s powerful Accounting Operations Platform in 2022. This session will be an introduction to the future solution review and feedback sessions to follow. Join us to see the future with FloQast.

Colleen Wanty | Director of Product Marketing, FloQast

Colleen Wanty

Director of Product Marketing, FloQast

X

Thursday, April 28th   |   9:00am - 12:00pm CT

FloForward: Interactive Feedback Sessions on Enhancements and New Solutions

FloQast has a laser focus on delivering solutions to eliminate some of the most tedious and manual processes in accounting, changing the way accountants work with solutions that are practical, easy to use and deploy without disrupting accounting operations. In this interactive session, FloQast customers will get an in-depth look at the enhancements and solutions coming in 2022 and provide feedback on how to make them better. Customers will also have a chance to participate in user interface testing, helping our UI designers with feedback to make FloQast even more intuitive and easy to use. Led by FloQast Product Managers, join us for these sessions to network with your fellow accountants and with the people who make the products our customers love. 

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Thursday, April 28th   |   12:00pm - 1:00pm CT

Lunch and End of Day