Future Horizons in Finance for SaaS Industry

October 19, 2023 | 10:00 AM - 11:00 AM PT

Webinar Highlights
Is This Program For You?
Financial Services Business Continuity
of Interest
Adaptive Insights Professional Services
of Interest
Career Benefits PTO
~60 Minutes
Time Allotment
This webinar is approximately 60 minutes of viewing time.

Webinar Content

Learn to leverage new technologies for business optimization.

Do More With Less Using AI, ML & Workflows for Business Success

In today's fast-paced business for SaaS companies, demystifying the power of artificial intelligence (AI) and machine learning (ML) is essential to thrive and stay competitive. Join us for a webinar as we explore the transformative potential of these new technologies to help you achieve the mantra of "doing more with less."

Our experts will delve into the intricacies of optimizing workflows and ensuring the accounting and reporting side of your business is focused on analysis, not transaction processing. With practical examples, you'll get an understanding of how companies are already leveraging ML and AI for cash matching, Accounts Payable OCR scanning and journal entry insights using historical patterns, as well as potential future use cases.

Participants will earn 1 CPE credit*
(Field of Study: Information Technology (Technical))

In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.

Learning Objectives:

  • Identify how to set a data foundation and automate workflows to grow and scale.
  • Recognize the importance of defining SaaS metrics such as CAC and customer retention.
  • Evaluate how AI and ML can automate transaction processing, as well as how companies are now viewing their systems data strategies to support it.


  • Scott Schimberg, Partner, Armanino
  • Justin Mitkus, Director, Consulting, Armanino
  • Chuck Bunting, Financial Industry Advisor, Tech & Media, Workday


Delivery Method: Group-Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 4.5 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact [email protected] or call 925 466 3318.

Armanino 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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