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Date :

November 21st, 2024 

Time :

8:30 AM - 12:00 PM (PT)

Location :

Season's in the Park, Vancouver

 

Breakfast with BAASS and NFP Toronto Event

Who Should Attend

 

* Finance Leaders        * CFOs        * Controllers       * Project Finance Managers
* Accounting Professionals in the Construction Industry 
Why attend - Breakfast with BAASS 2

Why Attend? 

This event offers valuable insights, solutions, and networking opportunities to help you optimize your business operations. 

Innovative Solutions for Your Industry: Gain insights into tailored financial solutions from Sage, AvidXchange, and Velixo. Learn to streamline workflows, enhance project profitability, and automate processes designed specifically for construction finance.

Leverage Technology for Growth: Explore cloud-based financial management (Sage Intacct), project management tools (Sage 300 CRE), and reporting and budgeting (Velixo) to improve decision-making and gain real-time visibility into your finances.

Network with Peers and Experts: Connect with fellow construction finance professionals during networking opportunities. Share experiences, learn best practices, and engage with solution experts for personalized advice on tackling your challenges.

Hands-On Product Demonstrations: Experience live demos of the solutions, allowing you to see their capabilities firsthand and ask questions directly to product specialists for tailored recommendations. 

Key Speakers

 

  • Bharti Meisuria, Vice President of Development and Management Consulting at BAASS Business Solutions 

  • Zainab Salihi, Vice President of CRM at BAASS Business Solutions 

  • Mike Kooner, Director of Professional Services, Cloud Solutions at BAASS Business Solutions

  • Dave Rumer, Area Vice President - Canadian Partners at Sage

  • Michael Figueroa, Cloud Solution Specialist 

  • avidxchange 

  • Velixo 

Reserve Your Spot Today!

 

Don’t miss this opportunity to network, learn, and lead. Space is limited, so be sure to register early! 

Register Now

Agenda

 

8:30 AM – 8:45 AM

Registration & Networking Breakfast 

  • Coffee and light breakfast

  • Early networking between construction finance professionals and solution experts 

8:45 AM – 9:15 AM

Welcome & Event Overview 

  • Speaker: Dave Rumer, Area Vice President - Canadian Partners (Sage)

  • Overview of agenda and purpose of the event: streamlining financial workflows, improving project profitability, and boosting operational efficiency 

9:15 AM – 10:15 AM

Session 1: Revolutionizing Construction Finance with Sage Construction 

  • Speaker: Michael Figueroa, Sage Intacct Construction Expert 

  • Introduction to key financial challenges in the construction industry and how technology can address them 

  • Case studies of construction companies using Sage Construction to drive better decision-making 

  • Tips for selecting the right financial-management solution to maximize ROI

10:15 AM – 10:30 AM

Coffee Break & Networking

10:30 AM – 10:45 AM

Session 3: Increase Efficiency and Accuracy with BAASS

  • Speaker: Bharti Meisruai, Vice President Development and Management Consulting (BAASS Business Solutions) and Zainab Salihi, Vice President CRM (BAASS Business Solutions)

  • Introduction to how BAASS Business Solution extends the functionality of your current business applications.

10:45 AM – 11:05 AM

Session 3: Automating Payments & Accounts Payable with AvidXchange 

  • Speaker: AvidXchange Representative 

  • Benefits of automating payments and AP processes in the construction industry 

  • How construction firms can reduce manual invoice handling, improve vendor relations, and ensure timely payments 

  • Success stories from companies that have improved cash flow management using AvidXchange 

11:10 AM – 11:35 AM

Session 4: Turning Construction Data into Actionable Insights with Velixo 

  • Speaker: Velixo Specialist 

  • How Velixo integrates with Sage solutions to deliver powerful analytics and reporting for the construction sector 

  • Demonstration of how finance leaders can leverage business intelligence to track project profitability, manage risks, and forecast performance

  • Real-world case studies showing how construction firms use data analytics to stay competitive 

11:40 AM – 12:00 PM

Closing Remarks: Building a Data-Driven Financial Strategy 

  • Recap of key insights from each session

  • Action steps for attendees to implement financial solutions tailored for construction 

 

 

Contact Us

Don’t miss this opportunity to network, learn, and lead. Contact Us for Any Questions.