- 48
- 76 861
Upflow
United States
เข้าร่วมเมื่อ 3 ก.ย. 2019
Upflow is a Financial Relationship Management solution that helps our customers transition from chasing invoices to engaging customers. Get paid faster, enjoy better customer relationships AND realize your full growth potential.
With Upflow, you have access to:
* detailed analytics to understand your cash flows
* systematic workflows to recover past due invoices
* streamlined payments for your customers.
You can try out Upflow for free at insights.upflow.io/en/discover-upflow
With Upflow, you have access to:
* detailed analytics to understand your cash flows
* systematic workflows to recover past due invoices
* streamlined payments for your customers.
You can try out Upflow for free at insights.upflow.io/en/discover-upflow
An alternative path to CFO and leading change at the MLBPA, with Tatia-Mays Russell
In this episode of The Growth Minded CFO, we dive deep with Tatia Mays-Russell, the visionary CFO of the Major League Baseball Players Association.
Discover how Tatia's unique journey from a material science engineer to a strategic finance leader has shaped her approach to business. Learn about her strategies for transforming the finance function into a strategic partner, empowering her team, and leveraging technology to drive innovation.
Key Takeaways:
The evolving role of the modern CFO
The importance of a strong organizational culture
The power of empowering your team
The impact of technology on finance
The need for continuous learning and adaptation.
Watch now to gain valuable insights and inspiration for your own career.
Connect with Tatia on LinkedIn: www.linkedin.com/in/tatia-mays-russell-5a86362/
Connect with Alex on LinkedIn: www.linkedin.com/in/alexlouisy/
Connect with Lauren on LinkedIn: www.linkedin.com/in/laurenepearl/
The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.
Find the full video version on youtube: th-cam.com/video/g5VtzJPuXa4/w-d-xo.htmlsi=CZA4FtggQYQeGrqT
This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at upflow.io/
Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io
Discover how Tatia's unique journey from a material science engineer to a strategic finance leader has shaped her approach to business. Learn about her strategies for transforming the finance function into a strategic partner, empowering her team, and leveraging technology to drive innovation.
Key Takeaways:
The evolving role of the modern CFO
The importance of a strong organizational culture
The power of empowering your team
The impact of technology on finance
The need for continuous learning and adaptation.
Watch now to gain valuable insights and inspiration for your own career.
Connect with Tatia on LinkedIn: www.linkedin.com/in/tatia-mays-russell-5a86362/
Connect with Alex on LinkedIn: www.linkedin.com/in/alexlouisy/
Connect with Lauren on LinkedIn: www.linkedin.com/in/laurenepearl/
The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractional CFO, 3-time Founder and Startup Finance Instructor at NYU) and Alex Louisy (FinTech CEO and Y Combinator graduate) speak with inspiring finance and business leaders who’ll share what great CFOs are doing to support high-performing organizations.
Find the full video version on youtube: th-cam.com/video/g5VtzJPuXa4/w-d-xo.htmlsi=CZA4FtggQYQeGrqT
This podcast is powered by Upflow - a Financial Relationship Management platform enabling faster payments, stronger customer relationships and efficient growth for your business. Join thousands of next-level finance leaders and go from chasing invoices to engaging customers. Find out more at upflow.io/
Want to get in touch? Reach out to our producer at joseph.sweeney@upflow.io
มุมมอง: 48
วีดีโอ
Series B to G: The role of the finance team in scaling, with Charly Kevers (CFO @ Carta)
มุมมอง 8814 วันที่ผ่านมา
In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Charly Kevers, CFO of Carta. Charly has served as CFO through some of the highest growth phases of Carta's journey - seeing them go from Series B to G in his 7 years there. Charly shares insights on the evolving role of CFOs, focusing on profitable growth, employee retention, and operational excellence. He also discusses ...
A VC's perspective on the modern CFO, with Nick Wijnberg
มุมมอง 118หลายเดือนก่อน
Dual Perspectives: Nick Wijnberg on Bridging CFO and Investor Roles In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome Nick Wijnberg, ex-Wall Street banker turned company builder and general partner at Lorimer Ventures. Nick shares his journey from an equity derivatives trader to a commercial banker, and eventually transitioning into venture capital and a full-time CFO ro...
Botify & Upflow: Christine Leclercq, Finance Manager, Shares Her Experience
มุมมอง 18หลายเดือนก่อน
Christine Leclercq, Finance Manager at Botify, shares her experience of using Upflow. Recorded at a dinner we hosted at Peak NYC, to launch our new 'Financial Relationship Management' positioning. Read the full Botify story: upflow.io/customers/botify
Financial Relationship Management (by Upflow) Launch at Peak NYC
มุมมอง 8หลายเดือนก่อน
We hosted an exclusive dinner at Peak NYC, bringing together finance and CRM leaders to discuss the future of finance. We explored the concept of 'Financial Relationship Management' - how to go beyond chasing invoices to build stronger customer relationships through a personalized payment experience, WHILE getting invoices paid more efficiently. It was an incredible night of insightful discussi...
Business leader, not 'human calculator': The role of the CFO, with Chris Ortega
มุมมอง 40หลายเดือนก่อน
Embracing Failure and Driving Success: Chris Ortega's Journey as a Growth-Minded CFO In this episode of 'The Growth Minded CFO,' hosts Lauren and Alex welcome the dynamic Chris Ortega, CEO of Fresh FP&A. Chris shares his inspiring journey from accounting and finance to leading his own fractional CFO service. He delves into how his unique approach to finance, rooted in emotional intelligence and...
Introducing Financial Relationship Management by Upflow
มุมมอง 122หลายเดือนก่อน
Faster payments. Stronger customer relationships. Efficient & profitable growth. Transition from chasing invoices to engaging customers. The new era of accounts receivable is here with Financial Relationship Management by Upflow. What is Financial Relationship Management (FRM)? Financial Relationship Management (FRM) is here to meet the needs of B2B businesses in the post-hypergrowth era. Like ...
Becoming a CFO who 'acts like an owner' and the value of international experience, with Rita Kale
มุมมอง 6302 หลายเดือนก่อน
From Global Roles to Startup Success: Insights from Growth Minded CFO In this episode of The Growth Minded CFO, hosts Lauren and Alex speak with Rita Kale, a seasoned CFO with experience in global firms like Roche and New York-based biotech startups. The conversation delves into the evolving role of CFOs, emphasizing the importance of understanding and engaging with business processes beyond tr...
Introduction to The Growth-Minded CFO Podcast
มุมมอง 1112 หลายเดือนก่อน
Get the lowdown on what our new podcast is about in this introductory episode. Forget the dusty stereotype of the CFO sitting in the corner, chained to a spreadsheet. Today's financial leader is a growth architect and a strategic partner in the organization’s success. The Growth-Minded CFO podcast aims to challenge the status-quo and smash the ‘back-office shackles’. Hosts Lauren Pearl (Fractio...
Analytics: How Upflow's analytics dashboards help you take control of your Accounts Receivable
มุมมอง 612 หลายเดือนก่อน
Boost Your AR Metrics with Upflow's AR Analytics Dashboard Looking to improve your AR metrics and enhance cash collection? Explore the benefits of Upflow's AR Analytics Dashboard. Integrate your billing or accounting software and access key metrics like DSO and at-risk rate for free with a Discover account. Customize layouts, export data, schedule reports, and gain insights to make data-driven ...
Payments: How Upflow's Customer Portal streamlines B2B payments
มุมมอง 602 หลายเดือนก่อน
Streamline B2B Payments with Upflow’s Customer Portal Join Rachel from Upflow as she walks you through the innovative customer portal designed to simplify and expedite the payment journey. Discover how the portal enables real-time access to invoices, facilitates quick payments, and allows for direct communication with the AR team. Learn about advanced features such as automatic payments, detail...
Collections: How Upflow can help you optimize cash collection via workflows
มุมมอง 652 หลายเดือนก่อน
Optimizing Your Collections Process with Upflow Workflows Rachel from Upflow's customer success team explains how to improve the collections process by moving beyond Excel spreadsheets and using Upflow's comprehensive workflows. These workflows structure communication touchpoints and involve the necessary people from various teams to ensure timely and effective invoice collection. The video cov...
Overview of Upflow - the next generation cash collection platform for B2B businesses
มุมมอง 642 หลายเดือนก่อน
Revolutionize B2B Cash Collection with Upflow - A Comprehensive Overview Join Rachel from Customer Success at Upflow as she introduces the next generation cash collection platform designed for B2B businesses. Discover how Upflow goes beyond traditional dunning tools and AR management platforms by offering a 360 solution for cash collection, AR metrics analysis, customer communication, and seaml...
Integrations: How does Upflow intergrate with other tools in your finance tech stack?
มุมมอง 482 หลายเดือนก่อน
Streamline Your Accounts Receivable with Upflow's Native Integrations Join Rachel from Upflow's customer success team as she explores how Upflow seamlessly integrates with your existing ERP or billing system, including popular platforms like NetSuite. Discover how easy it is to connect within minutes, utilize Upflow's API for custom integrations, and streamline your accounts receivable process....
The State of B2B Payments 2024 - Industry benchmarks & the power of online payments
มุมมอง 792 หลายเดือนก่อน
The State of B2B Payments 2024 - Industry benchmarks & the power of online payments
Payments: The last frontier in B2B customer experience (Full Event Replay)
มุมมอง 785 หลายเดือนก่อน
Payments: The last frontier in B2B customer experience (Full Event Replay)
How OVRSEA automated 70% of AR actions and reduced DSO with a team of one
มุมมอง 446 หลายเดือนก่อน
How OVRSEA automated 70% of AR actions and reduced DSO with a team of one
How Malt kept up with hyper-growth and cut DSO by 58%
มุมมอง 326 หลายเดือนก่อน
How Malt kept up with hyper-growth and cut DSO by 58%
Here's How the B2B Payment Process is Broken
มุมมอง 717 หลายเดือนก่อน
Here's How the B2B Payment Process is Broken
Pedlex optimise ses comptes clients et booste sa trésorerie grâce à Upflow
มุมมอง 317 หลายเดือนก่อน
Pedlex optimise ses comptes clients et booste sa trésorerie grâce à Upflow
ParcelLab: Overview of their Finance Tech Stack and Experience (Maxio + Upflow)
มุมมอง 637 หลายเดือนก่อน
ParcelLab: Overview of their Finance Tech Stack and Experience (Maxio Upflow)
ParcelLab: The value of integrating Upflow with Maxio
มุมมอง 128 หลายเดือนก่อน
ParcelLab: The value of integrating Upflow with Maxio
ParcelLab: Here's why we went with Upflow (in conjunction with Maxio)
มุมมอง 168 หลายเดือนก่อน
ParcelLab: Here's why we went with Upflow (in conjunction with Maxio)
ParcelLab x Upflow: Full Visibility into AR Performance
มุมมอง 308 หลายเดือนก่อน
ParcelLab x Upflow: Full Visibility into AR Performance
Financial Operations as a Growth Catalyst (Upflow X Netsuite) - Oct 2023
มุมมอง 87ปีที่แล้ว
Financial Operations as a Growth Catalyst (Upflow X Netsuite) - Oct 2023
Meet Upflow - the AR software that will improve your cash collection
มุมมอง 71K2 ปีที่แล้ว
Meet Upflow - the AR software that will improve your cash collection
Webinar Fygr et Upflow: Pourquoi le recouvrement est il vital ?
มุมมอง 3773 ปีที่แล้ว
Webinar Fygr et Upflow: Pourquoi le recouvrement est il vital ?
Webinar: Simplify how you transact with your Customers, with GoCardless and CloudCommerce
มุมมอง 4763 ปีที่แล้ว
Webinar: Simplify how you transact with your Customers, with GoCardless and CloudCommerce
Upflow - B Smart Interview - October 2020
มุมมอง 2054 ปีที่แล้ว
Upflow - B Smart Interview - October 2020
Cash collection is a team effort - With Veraset
มุมมอง 2664 ปีที่แล้ว
Cash collection is a team effort - With Veraset