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Events and Webinars

Gain insight by watching our webinars and staying up-to-date on our company events. 

Upcoming Events

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Events and Webinars

VC-backed CEO discusses how Finance as a Service drives value in the finance function

March 17, 2022
Consero visits with longtime client, Corey Gross, CEO of Sensibill, a software and Fintech company. Corey has successfully raised Seed, Series A, and Series B ...
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Events and Webinars

CFO of Broadway Technology discusses how CFOs can be a strategic partner to the CEO and investors

December 22, 2021
Longtime Consero client, Scott Sanders, CFO of Broadway Technology, a software and fintech company backed by Long Ridge Equity, BC Partners and HPS Investment Partners, ...
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consero thinkbridge webinar Delivering amazing customer experiences and services using build buy strategy
Events and Webinars

Finance as a Service: Buy + Build Strategy – Creating Amazing Customer Experiences and Services

November 4, 2021
Bill Klein, President of Consero, is an entrepreneur with over 20 years of experience with technology and services organizations ranging from startups to large organizations. ...
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Events and WebinarsFinance as a Service

CFO Client Discussion with Wes Edwards, CFO of Multi-Location Healthcare MSO (backed by Sverica)

September 28, 2021
Consero’s Finance as a Service enabled the newly hired CFO to focus on being a strategic partner to the CEO with confidence that the basic ...
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Events and Webinars

An Interview with Bill Klein – Using technology to deliver amazing customer experiences – Season 1: Episode 1

September 14, 2021
In this episode, Bill Klein, the Co-founder and President of Consero, discusses the way they are changing the way business build and maintain the finance function with ...
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Events and Webinars

Cocktails and Consero: Client Discussion with CFO of Pelitas

September 1, 2021
CFO of PE-backed Pelitas shares his story of how he was able to stay focused on strategy and the 100-day plan vs. managing the finance ...
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Consero Roundtable Security and Controls in the Finance Function
Controls, Governance, ComplianceEvents and Webinars

Consero Roundtable: Security and Controls in the Finance Function

July 2, 2021
Learn best practices in cybersecurity and what financial systems and internal controls can mitigate risk in the finance function and protect your business.
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Consero Roundtable Security and Controls in the Finance Function
Events and Webinars

Consero Roundtable: Security and Controls in the Finance Function

June 30, 2021
Listen to this Roundtable to learn about best practices in cyber security and hear from experts on what financial systems and internal controls you can ...
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Events and WebinarsMergers and Acquisitions

Consero Roundtable: Add-on Acquisition Readiness – Is your finance team ready for that next acquisition?

March 26, 2021
Recently, Chris Hartenstein, Consero’s VP of Customer Success, hosted a conversation about the role the finance function can play in an add-on acquisition strategy and ...
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PE Roundtable June 4 2020 LinkedIn image
CEO / CFOEvents and Webinars

Investor Roundtable: Raising Capital Amidst COVID-19 – Investors Perspective

June 29, 2020
(filmed June 4, 2020) Consero’s Private Equity Roundtables enable Investors & Portfolio CEO’s/CFO’s the opportunity to gain valuable understanding and share actionable information for the middle-market tech ...
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Social Media Post April 30 2020 PE CFO Roundtable
Events and WebinarsFinancial Leadership

CFO & Investor Roundtable: Building a Financial Survival Kit for Portfolio Companies

May 27, 2020
Most CFOs and private equity firms didn’t build COVID-19 into any of their investment cases, but that doesn’t mean they’re powerless to respond. The pandemic ...
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866.588.0495

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Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons