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Case Study: Best Practices of a Modern Financial Services Firm

Tuesday, December 08, 2020 | 2:00 PM ET

Did you know that, according to PWC benchmark data, top performers in finance spend 20% more time on analysis versus data gathering—and, on average, are able to run their practice at a 36% lower cost? How are they doing it, especially in today’s challenging business climate?

Attend this webinar and discover how Isaac Strulowitz, CFO of CoVenture* learned to transform the role of CFO by incorporating cloud-based solutions that automate accounting processes—from the most basic to the most complex—to improve productivity, gain real-time visibility, and grow the business without the need for excessive hiring. 

Register now to learn how to streamline finance processes while:

  • Reducing monthly close time by 40-65%
  • Cutting audit time up to 70%
  • Adding an entity in minutes

*CoVenture invests in technology through multiple strategies. It provides and manages alternative credit opportunities and invests in early-stage technology companies.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

Diana Ermini - Moderator
Director of Financial Services
Sage Intacct


Isaac Strulowitz