DETAILS

February 27, 2024
2:00 – 4:30 PM ET

CPE CREDITS

2.5 credit hours

LOCATION

Virtual

Register Now

Agenda

Presenters

CPE Details

Overview

Discover the future with FinQuery!

Join our customer-exclusive CPE Summit to learn how contract & spend intelligence helps drive key decisions on your largest areas of spend, hear real-world experiences from thought leaders, and learn more about our expanding portfolio of products, including FinQuery Contract Management. Dive into the invaluable industry insights, challenges, and opportunities that are shaping our strategic vision for 2024.

Key Takeaways

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Explore how FinQuery can support the evolving role of finance and accounting teams in navigating challenges such as M&As, staff reductions, contract management, and more.
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Identify policies and processes to pull together a list of your financial contracts and key considerations surrounding version control, consolidation, data entry, and more
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How to attack SaaS spend and unlock significant, measurable savings and provide your CFO (and board) with greater visibility and control over one of the largest cost categories

Agenda

2:00 – 2:30 PM ET

Introducing FinQuery & State of the Market moving into 2024

PRESENTERS

Justin Smith, CFO at FinQuery formerly LeaseQuery

2:30 – 3:20 PM ET

Contract & Spend Intelligence Roundtable

PRESENTERS

Justin Smith, CFO at FinQuery formerly LeaseQuery

Joe Schab, President and COO at FinQuery formerly LeaseQuery

Andrew Larson, CTO at FinQuery formerly LeaseQuery

David Evans, Board Member at FinQuery formerly LeaseQuery

Karla Ahlert, CFO at Racetrac

Merlix Reynolds, VP, Accounting at Racetrac

Alberto Gimeno, Co-Founder & CEO at Invofox

3:20 – 3:30 PM ET
Break
3:30 – 4:30 PM ET

Reigning in Renewals: How to Leverage Contract and Spend Intelligence to Reduce Spend and Increase Operational Efficiency

PRESENTERS

Stephen Hester, Lead Solutions Engineer at FinQuery formerly LeaseQuery

Kiley Arnold, CPA, Senior Product Marketing Manager at FinQuery formerly LeaseQuery

Presenters

Amanda Payne

Justin Smith

CFO, FinQuery formerly LeaseQuery  
Amanda Payne

Joe Schab

President and COO, FinQuery formerly LeaseQuery  
Sarah O'Sullivan

Andrew Larson

CTO, FinQuery formerly LeaseQuery  
Amanda Payne

Karen Marchione

Chief Marketing Officer, FinQuery formerly LeaseQuery  

David Evans

Board Member, FinQuery formerly LeaseQuery  
Amanda Payne

Karla Ahlert

CFO, Racetrac  
Amanda Payne

Merlix Reynolds

VP, Accounting, Racetrac  

Alberto Gimeno

Co-Founder & CEO, Invofox  
Amanda Payne

Stephen Hester

Lead Solutions Engineer, FinQuery formerly LeaseQuery  
Amanda Payne

Kiley Arnold

Senior Product Marketing Manager, FinQuery formerly LeaseQuery  

CPE Details

Who Should Attend

Accounting, finance and IT professionals whose companies manage a medium-to-high volume of leases, software subscriptions, or other financial contracts will benefit most from this event, along with CPAs who serve those clients.

SPONSOR STATEMENT

FinQuery, LLC 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: NASBAregistry.org. For more information regarding administrative policies such as complaints, please contact CPEinfo@finquery.com.

PROGRAM CANCELLATION POLICY

If a program is cancelled, FinQuery will notify registrants via the email address that they used to register for the program.