Content Provider
Tesoriologo updated

Sponsored by
Tipalti color
Free cpe webinars
Creating a Culture of Cash Flow Excellence & Business Resiliency


Prior to the course start, login instructions will be provided via email from the event sponsor, Tipalti.

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Management Services
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

93% of senior finance leaders are aligned on their vision for the finance function. By 2025, they are looking to build an organization that is leaner and more data-driven. Today, leading CFOs are expected to be strategic value creators within an organization, and building a connected finance organization is crucial to their long-term success. Join this panel discussion to learn new strategies for the CFO and how technology can significantly impact your finance organization.

Learning Objectives: 

  • Recognize the key industry trends to watch and best practices in building a best in class financial tech stack

  • Determine how to future-proof your financial operations for long-term growth

  • Arrange how to streamline your back-office with digital automation tools


Carlos Vega

Co-Founder & CEO
(650) 772-5752

Tesoriologo updated

Carlos is the co-founder and CEO at Tesorio. Previously, he spent a decade working in finance in various roles. His experience includes investment banking with Lazard in Latin America, co-founding a factoring company, and working for the CFO of GM's pension fund. He graduated from the University of Pennsylvania with an MBA from the Wharton School and a BA in Economics from the College of Arts & Sciences.


Greg Henry


(650) 417-7500


Successful financial executive with 20+ years of experience in driving strategy and growth, returning value to shareholders, building customer relationships, developing key talents, and serving as a key adviser and member of Company management. Greg has built a strong blend of Big 4 accounting, FP&A, and operational finance acumen. Traveled extensively throughout the world, having lived in several US cities and Europe.

Bessemer logo

Jeff Epstein is an operating partner in the Silicon Valley office where he leads Bessemer’s CFO Advisory Board and helps portfolio company CEOs and CFOs share best practices.

He is the former executive vice president and chief financial officer of Oracle, one of the world’s largest and most profitable technology companies, with a market value of over $150 billion. Prior to joining Oracle, Jeff served as CFO of several public and private companies, including DoubleClick (sold to Google), King World Productions (sold to CBS) and Nielsen’s Media Measurement and Information Group. Earlier in his career, he was an investment banker at The First Boston Corporation. He specializes in B2B software, marketplaces and artificial intelligence software.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Tipalti color
Tipalti is an accounting software financial technology business that provides consolidated accounts payable and remittance automation services for businesses needing to pay their global suppliers. Tipalti is headquartered in San Mateo, CA with offices in Vancouver, Canada and R&D in Glil-Yam, Israel.