Breaking down silos: unlocking revenue by unifying sales and finance

Virtual Masterclass

Thursday, October 7th, 14:00 EST

Sales and finance leaders in North America are invited to this virtual masterclass on “Breaking down silos: unlocking revenue by unifying sales and finance”. Attendees will learn how their peers are increasing business agility in a rapidly changing landscape.

The session will start with an examination of trends within the industry before moving to a more open discussion on agile decision-making. Attendees will then explore the impact that manual tasks in core processes have on an organization’s ability to adapt to changing market conditions. They will also tackle how to reduce or remove those manual bottlenecks and enable greater agility.

An expert moderator will guide the knowledge-sharing event, stimulating discussion in a closed, confidential environment. Attendance is by invitation only and complimentary. Registration is limited to a certain number of guests per event.

THE TOPIC

Breaking down silos: unlocking revenue by unifying sales and finance

Jeff Bezos said, “If you’re good at course correcting, being wrong may be less costly than you think, whereas being slow is going to be expensive for sure.” In a fast-changing world, winners will be decided by a combination of how quickly and effectively they can react to the environment. Leading businesses have mastered the art of navigating change in real-time, but what does that mean in 2021, and how are they facilitating that agility?

Manual processes and outdated tools hinder an organization’s ability to react to competitors, circumvent roadblocks, and take advantage of growth opportunities. Leaders are now reimagining the way they do business and the role of automation in making this possible.  The challenge is identifying the manual bottlenecks that limit an organization’s ability to adapt and investing in automation tools to remove those obstacles.

  • When is the right time to make a decision? 
  • What does agility mean in a remote-first, asynchronous world? 
  • What are the tools, technologies, and processes that enable agility?

Job titles include Chief Revenue Officers, Chief Financial Officers, Chief Sales Officers, SVPs, VPs, and other senior sales and revenue decision-makers in North America.

2:00 pm: Ortus Master of Ceremonies to make introductions and short introduction from Forma.ai
2:10 pm: Discussion instigated by the moderator and continued by the group
3:00 pm: End of session

Hosted by Forma.ai

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Event Detail

October 7, 2021 14:00
Virtual
North America

Why attend?