Watch our insightful on-demand virtual panel “Profitable Perspectives: The Move from Hindsight to Foresight,” where we explore the adoption of forward-thinking practices in financial strategies.

Throughout the panel, speakers from Blackline, The Answer Company and Prophix share their insights and expertise on how their teams and clients have harnessed best-in-class technologies to cultivate a culture of forward-thinking practices in their finance teams. Our panellists share case studies and real-world examples of the shift from hindsight to foresight, offering key strategies to gain cost efficiencies, free up financial resources for real-time data, and transition toward forecasting and scenario planning.

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Whether you’re looking to enhance your understanding of financial management, streamline processes, or explore innovative solutions, these resources are tailored to help you further your knowledge:

  • Financial Tech Stack Datasheet – Make the move to forward-looking financial strategies with Sage Intacct, Blackline, and Prophix
  • Sage Intacct Coffee Break demo – Watch this 30-minute product tour video to discover the benefits of Sage Intacct’s AI-powered financials, planning and analytics.
  • Prophix Demo & Prophix Financial Performance Assessment – Unlock the benefits of Financial Planning & Analysis, everything from forecasting to scenario planning, the building blocks of an agile finance team.
  • Blackline Demo – Streamline your month-end close and free up countless hours spent on data entry and manually matching GL entries.

 

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Panelists

Shawn Ostheimer
Founder & President, The Answer Company Shawn Ostheimer is the founder and president of The Answer Company. Beginning in 1994, Shawn has spearheaded the company’s growth to become the largest Sage provider in Western Canada. With a Masters in Business Administration and over 30 years of implementing financial and management software systems, Shawn has contributed to every facet of improving clients’ businesses. His experience includes business analysis, system design/analysis, training, implementation, data conversion, software installation, customer support and project management. Shawn is a leader and guest speaker for the enterprise software industry, focusing lectures on business processes, accounting, and the role software solutions play in attaining organizational objectives.
Patrick Villanova

Patrick Villanova
Chief Accounting Officer, BlackLine

Patrick joined BlackLine in November of 2015 after an extensive career in public accounting. Patrick served as Principal Accounting Officer during the successful IPO of BlackLine’s common stock in October 2016. Additionally, he helped implement the necessary processes and systems to achieve full SOX 404(b) compliance in 2018 and spearheaded the successful execution of two convertible note offerings in 2019 and 2021 totaling $1.5 billion. During his tenure at BlackLine, Patrick has led the acquisition and financial integration efforts of three different companies, expanding BlackLine’s platform to include accounts receivable automation and more robust intercompany transaction processing capabilities. Prior to joining BlackLine, Patrick served almost 16 years at PricewaterhouseCoopers in five different offices focusing on both pre-IPO readiness projects and highly acquisitive public clients. Patrick graduated from the University of Notre Dame in 1999 with a dual major in Accounting & Computer Applications.
Aaron Levine
Chief Financial Officer, ProphixSeasoned financial executive with extensive experience in the technology industry. A strategic thinker with strong analytical, communication and managerial skills and the ability to bring issues to resolution. Proven ability to step into multiple roles and for finding workable solutions for complex problems. Skilled at partnering finance with core operations and developing productive cross-functional alliances. Participated in multiple successful exits.