Moving from Point Solutions to Platforms:

A Focus on Spend Management

Are you tired of juggling multiple point solutions for your organization’s business operations? Join us for a dynamic webinar exploring the transformative shift towards integrated platforms for all spend — both payroll and non-payroll.

In this session, Founder and CEO of Fresh FP&A Chris Ortega will host two highly experienced finance pros. Airbase by Paylocity Controller Kelly Hicks and fractional CFO Laurent Saurel. They’ll dive into the limitations of traditional ERPs and pinpoint where integrated platforms excel in streamlining payroll and non-payroll spend.

Discover how consolidating your processes can accelerate productivity and unlock greater efficiency, visibility, and control over your organization’s finances.

We’ll discuss:

The Point Solution Puzzle: Complexities and inefficiencies of managing spend across disconnected systems.
ERPs — The Foundation and Beyond: Core strengths of ERPs and where they fall short in addressing modern spend management challenges.
The Platform Advantage: Benefits of a unified platform for managing all spend categories, including:
- Streamlined Workflows: Automating tasks and eliminating manual data entry.
- Enhanced Visibility: Gaining a holistic view of all spending activities.
- Improved Compliance: Ensuring adherence to internal policies and external regulations.
- Fewer Systems to Manage.
Data-Driven Decisions: How to leverage analytics to optimize spending and drive strategic initiatives.
Real-World Applications: Case studies of organizations that have successfully transitioned to platform-based spend management.

Who should attend?

CEOs and CFOs.
HR and finance professionals.
Controllers and accountants.
Anyone interested in the future of HR and spend management.

Learning objectives:

Understand the limitations of point solutions and the advantages of platform-based spend management.
Identify the core capabilities of ERPs and where specialized platforms can fill the gaps.
Learn how to evaluate and select the right spend management solution for your organization’s needs.
Gain practical insights for implementing and optimizing a platform-based approach to spend management.

About the speakers.

Chris Ortega

CEO of Fresh FP&A

Chris, Founder & CEO of Fresh FP&A, helps SMBs achieve financial clarity and confident growth. With 20+ years of accounting, FP&A, and financial leadership experience, he has a proven track record of building and scaling finance organizations by leveraging technology.

Laurent Saurel

Fractional CFO

Laurent is a fractional CFO who helps early-stage startups through their financial journeys. Having served as CFO for multiple startups, Laurent now focuses on helping founders establish financial maturity early — especially when resources are limited. Passionate about empowering entrepreneurs, he also explores ways to connect them with potential co-founders to strengthen their path to success.

LinkedIn

Kelly Hicks

Global Controller at Airbase by Paylocity

Kelly Hicks is the Global Controller at Airbase by Paylocity, a platform geared towards helping companies with their spend management. Prior to Airbase, Kelly was the first accounting hire at Anaplan (NYSE: PLAN), where she scaled the global accounting function from their Series C financing through IPO, supporting over $550 million in annual revenue across more than 1,750 customers, 2,100 employees and 16 countries. Kelly is a CPA with Big Four public accounting experience. She graduated with a Masters of Accounting and Information Systems and a BS in Business Administration and Accounting from the University of Kansas.

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