Earn 6 CPE Credits
After a day of learning from industry experts, you'll be eligible to earn 6 Continuing Professional Education Credits.
Nov 6, 2019
9a - 5pArtists for Humanity
Boston, MA 02127
Ever wonder why finance and ops people don't have an event focused on their pain points? We did! So, we created a specific summit that addresses the needs of managers like you.
Join Finance and Operations leaders from around the country for a full day of thought-provoking content, inspiring keynotes, and lots of good food and networking.
We're working hard on the agenda to make sure you get inspiration and specific action items to bring back to your company. Keep watching this page as we update it regularly.
Looking forward to seeing you in Boston, November 6.
The Lola.com Team
After a day of learning from industry experts, you'll be eligible to earn 6 Continuing Professional Education Credits.
Our speakers and attendees are passionate about making an impact in their organization.
See firsthand how new and innovative technology can help you achieve maximum ROI for your company.
Our attendees are here to discuss important topics in the world of Finance and
Update your headshots at our free headshot station, learn how to optimize your LinkedIn profile, and talk to top executives for career advice.
Motivational and inspirational speaker, and "Shark" on ABC's Shark Tank.
Co-founder of NOBULL
CFO at HubSpot
VP of Finance at Flywheel
Founder and CEO of OPEXEngine
VP of Finance at Lola.com
CFO at Validity
Founder and CTO at Lola.com
CFO at Allego
SVP of Customer Success at Toast
CEO at Lola.com
Founder and CEO of Glenn Diversity and HR Solutions
VP Product Strategy and Marketing, American Express Global Business Travel
SVP, Business Development at Lola.com
CMO at Lola.com
Founder and CEO of Teampay
VP of Travel Services and People Operations at Lola.com
Co-founder and CEO of Catalant Technologies
CEO and Founder at Coffee Cup Collective
Travel Expert and Travel Consultant Manager at Lola.com
President, CFO Leadership Council
Coffee sponsored by Fyle.
Hear From Alison about the steps she took with Lola.com to make the Agile Operations Summit a "reduced waste conference" and the impact it has.
Marcus will discuss how NOBULL has developed a culture of growth as a startup in an industry filled with billion dollar brands, the critically important role Finance and Ops have played since the brand launched in 2015 and how it all came together.
Lola.com CEO Mike Volpe sits down with Paul to discuss his role as a CFO and the path he took to get there.
Based on conversations with elite CFOs, from Silicon Valley startups to Fortune 500 multinationals, Jack McCullough has identified several shared traits these leaders share. In this session, you will learn the practices that make world-class CFOs, and how these people have become leaders in finance, strategy, and operations.
Coffee sponsored by Fyle
Andrew will discuss how distributed spending has created new challenges for finance teams, what it takes to empower employees with purchasing power without sacrificing spending control, and why leading companies are using intelligent software to implement proactive policy controls.
What are those growth metrics that finance and ops leaders need to help their companies grow? Lauren Kelley will outline best practices in metrics, and benchmarking to help Agile Ops Summit attendees position their companies for growth. She'll also share some of the latest findings from the 2019 OPEXEngine SaaS Benchmarking.
Take a break and enjoy a fully catered lunch, included with your ticket!
Learn how to increase your company's revenue from existing customers with a strong Customer Success team. Emmanuelle will go over the benefits of focusing on the post-sale moment, how to use NPS to improve revenue growth and reduce churn, and the importance of investing in Customer Success early in a company’s growth.
Mike Volpe sits down with Faith Holway to discuss her role as a CFO and the path she took to get there.
Krista Pappas, SVP of Business Development at Lola.com, sits down with Evan Konwiser, VP Product Strategy and Marketing at American Express Global Business Travel, Steve Isom, VP of Finance at Flywheel and Rebecca Morrison, VP of Finance and Operations at Lola.com to discuss best practices for creating a travel policy that employees will comply with, how to streamline expense management for your team, and the importance of duty of care in your organization.
If you've ever wanted to learn ways to minimize costs and maximize comfort for your traveling employees, this session is for you! Shelby Byrnes will share smart tips to help your company save money on business travel.
In our final CFO chat of the day, Mike Volpe sits down with Kate Bueker to discuss her role of a CFO and the path she took to get there.
Today, companies face more competitive threats, market volatility, and pressure to innovate than ever before, and these forces are only becoming more intense. This is largely thanks to technology-driven innovations that are disrupting traditional roles and company structures. While some leaders and organizations struggle to adapt, others that have moved to agile operating models are better positioned for success. In this presentation, Pat will share best practice for operating with agility based on his experience working with 30% of the Fortune 100.
Interviewed by Stacey Scott, VP of People Operations for Lola.com, Jackie Glenn will share how as "a proud black woman from the island of Jamaica,” she has utilized her mantra of “lift while you climb” throughout her life and career to develop individuals and build strong organizations in both her professional and personal life.
Innovation may be the single most important key to success in today’s highly competitive marketplace. Barbara Corcoran is known for having built the most successful real estate business in New York City, and now she reveals the unconventional strategies she used to do it: how to create an image bigger than the reality; how to use the press to get free publicity; and how a little savvy and a lot of guts can turn you into the leader in your field. Barbara shares her innovative ideas, insights, and anecdotes on building a thriving business and a successful brand in today’s marketplace.
VIP ticket holders will get a chance to meet with Barbara, get their copy of "Shark Tales" signed, and take a picture with her.
Stick around at the Artists for Humanity Center for our one-of-a-kind after-party! You'll enjoy food, an open bar, and fun surprises (like a virtual reality experience)!
When you attend the Agile Operations Summit, you'll be eligible to receive six CPE (continuing professional education) credits. In order to make sure you receive your credits you must:
Lola.com 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org
Artists for Humanity
100 W 2nd St Boston, MA 02127Artists for Humanity's mission is to bridge economic, racial, and social divisions by providing under-resourced urban youth with the keys to self-sufficiency through paid employment in art and design. Their mission is built on twin philosophies: Engagement in the creative process is a powerful force for social change, and creative entrepreneurship is a productive and life-changing opportunity for young people and their communities
Located at 401-403 D Street, Boston, MA. A discounted nightly rate of $316.00 is available to conference attendees. To book a room with this rate please reserve online using the link below or call 617-530-1600.Book Room
Located at 425 Summer Street, Boston, MA. A discounted nightly rate of $324.00 is available to conference attendees on the nights of November 5th and 6th. To book a room with this rate please use the link below or call 617-532-4600.Book Room
Teampay's distributed spend management software helps top-performing finance teams improve purchasing security, control and compliance while giving employees responsible access to spend. In addition to implementing intelligent controls over virtual & physical card usage, Teampay guides the employees through a frictionless request/approval experience including a chat-based Slack integration. The company’s software reduces manual work by 75%, improves data accuracy and delivers total spend transparency by automating data entry, reconciliation and workflow. Built for business users, Teampay integrates in real-time with major accounting software and customers can be up and running in one day.
American Express Global Business Travel (GBT) is the world’s leading business partner for managed travel. We help companies and their employees prosper by making sure travelers are present where and when it matters. We keep global business moving with the powerful backing of 17,000 travel professionals in more than 140 countries. Companies of all sizes, and in all places, rely on GBT to provide travel management services, organize meetings and events, and deliver business travel consulting.
American Express Global Business Travel (GBT) is a joint venture that is not wholly owned by American Express Company or any of its subsidiaries (American Express). “American Express Global Business Travel,” “American Express Meetings & Events,” “American Express,” and the American Express logo are trademarks of American Express and are used under limited license
Learn more at amexglobalbusinesstravel.com
Cathay Pacific Airways is the home carrier of Hong Kong flying to over 200 destinations in Asia, North America, Australia, Europe, Middle East, and Africa. For more information, including fares and availability, visit cathaypacific.com/us. For North American reservations, dial toll-free: 1-888-233-ASIA.
Fyle is a next-generation travel expense management software that helps fast-growing companies automate employee reimbursement process and compliance which is imperative to stay audit-ready. Fyle eases the path to audit-readiness by enabling employees to submit receipts with a single click from G Suite (Gmail, Drive), Office 365, WhatApp and Dropbox.
The software supports all kinds of employee spend from mileage, cards, per diem to travel-related and marketing spend. The beauty lies in automatic extraction of rich data from any kind of receipt and the real-time checks for policies. Add automated approval process, automatic card reconciliations, accounting/ERP integrations and reduced manual intervention to this and the cost of processing is reduced by over 90% for all companies.
Fyle is loved by employees and recommended by the most advanced finance teams. They’ve been one of the top-rated products on G2 and Capterra with customers in over 20 countries.
We believe that outfitting your office should be easy—that’s why we’ve reimagined the way people shop for their workspace. By eliminating middlemen, we’ve created a complete collection of commercial-grade office furniture and supplies while lowering prices and reducing delivery times. From startups to Fortune 500 companies, businesses rely on Poppin for complete workspace solutions to help build their brand and culture.
Boston New Technology is a community-supported startup, technology and business network, whose mission is to help local businesses launch and grow, especially startups!
MineralTree provides the easiest to use Accounts Payable (AP) and Payment Automation solutions for finance professionals at middle market enterprises. MineralTree streamlines AP, giving customers' unparalleled visibility and significant cost savings in an affordable, integrated platform that is guaranteed secure.
Botkeeper automates common bookkeeping tasks to save our clients both time and money. Our system utilizes AI & Machine Learning—what we call "Bots," and expert human accountants who check the Bots' work — increasing the overall accuracy to over 98%. Once we connect up bank, credit card, POS, HR and other softwares/systems, Botkeeper categorizes and reconciles entries into your QuickBooks Online accounts. You have 24/7 access to your dashboard — as well as Botkeeper Support for any questions. Accurate, real-time financial data informs good business decisions. Leave your bookkeeping to our Bots so you can go focus on whatever else you want!
The Predictive Index (PI) is an award-winning talent optimization platform that aligns business strategy with people strategy for optimal business results. More than 60 years of proven science, software, and a robust curriculum of insightful management workshops make PI the solution for any company looking to design great teams and cultures, make objective hiring decisions, and inspire greatness in their people around the world. More than 7,500 clients use PI—including Nissan, Citizens Bank, DocuSign, Subway, 47 Brand, Blue Cross Blue Shield, and Omni Hotels—across 140+ countries. Learn more at http://www.predictiveindex.com/.
Built by a former CFO, Compt is software which helps companies to offer more personalized perks to its employees while minimizing the administrative burden for HR, decreasing money lost on unused perks, and ensures 100% tax compliance - all while reducing the workload for finance to just one journal entry.
Robin enables the modern workplace. We help employees secure the ideal space and resources for whatever project they’re working on at any given time while equipping facilities leaders with the insights they need to continually optimize the workplace.
Small, well considered gestures that show you value someone's time and relationship have the power to change another person’s perspective, open new opportunities and renew faded ones. Thnks provides an edge in the sales and retention process by simplifying the act of showing gratitude.
Digitizing this entire process, Thnks ensures full financial and compliance control for our enterprise clients while also providing significant time and cost efficiencies - both for the people tasked with showing appreciation as well as for those who need to monitor, record and report on that activity.
Developed at MIT, Acciyo is a browser plugin that, upon landing on a news article, uses NLP to populate a timeline of articles previously published the topic you’re currently reading. Now, no matter when a topic becomes headline news, you can go back in time to understand how the narrative has unfolded over time.
VentureFizz is the leading authority for jobs & careers in the tech industry across Boston and NYC. Our Job Board is highly targeted in terms of providing career-defining opportunities for highly motivated professionals in the tech industry and our BIZZpages offer a behind-the-scenes look at the area’s hottest companies. We are also digital storytellers sharing the details on your company, culture, and people.