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RevRec Forum - March 2024

A forum to openly discuss challenges currently facing the revenue accounting community in a space designed for peer-led learning.

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International Women's Month: A Chocolate Tasting and Community Celebration
March 12, 2024 3:30 PM

International Women's Month: A Chocolate Tasting and Community Celebration

In partnership with Zuora, we are excited to bring together fellow Women in Business and Tech this March to celebrate International Women’s Month with a chocolate tasting and community building experience at Dandelion Chocolate in San Francisco.

Through dynamic conversations led by Em Daigle (VP, Strategy and Product Evangelism at Klarity), this is an opportunity to empower women in the workplace, (including yourself) and connect with the local community through shared experiences.

We will taste several different chocolates, and learn about their unique flavor profiles and tasting techniques. Additional light bites and beverages will be included.

RevRec Forum - March 2024
March 14, 2024 11:00 AM

RevRec Forum - March 2024

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Nate Klatt (Solutions Engineer, CPA) and Molly Mullinger (Solutions Engineer, CPA) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also be joined by Becky Lu, a seasoned Revenue Advisor at Zuora with a wealth of experience in revenue management and brings over a decade of expertise in finance and auditing from KPMG and Fifth Third Bank.

Please bring any discussion topics you would like to pose to the group.

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Chicago Roundtable Dinner
February 21, 2024 5:30 PM

Chicago Roundtable Dinner

Join us for an exclusive dinner with fellow leaders in Accounting and Finance, who are passionate about harnessing the power of GenAI.

Together, we will gain valuable insights from industry experts on leveraging cutting-edge GenAI advancements, and strageties for scaling their internal finance and accounting departments.

Discover diverse perspectives, share experiences, and learn how Klarity's clients are effectively streamlining workflows with our GenAI applications.

Navigating the GenAI Landscape
February 7, 2024 11:00 AM

Navigating the GenAI Landscape

Join Andrew Antos, CEO at Klarity, and Karthik Ramamoorthy, SVP of Products at Zuora, for a thought-provoking exploration of the evolving realm of AI within Finance and Accounting.

In this engaging webinar, we'll delve into key topics, including:

  • The transformative impact of AI on Accounting and Finance 
  • Navigating common pitfalls when harnessing the power of GenAI 
  • Strategic considerations for enterprise-level businesses in deploying and embracing GenAI 
  • Real-world success stories showcasing the effectiveness of GenAI in Accounting and Finance

Whether you're just beginning to explore AI or are well-versed in the field, this conversation promises valuable insights. Walk away with a strategic understanding of how GenAI can revolutionize your finance and accounting workflows. Don't miss this opportunity to stay ahead in the ever-changing landscape of AI.

Practical Applications of GenAI in Finance and Accounting
January 17, 2024 11:00 AM

Practical Applications of GenAI in Finance and Accounting

Dive into the Practical Applications of Finance and Accounting with Klarity's VP of Finance and Operations, Nick Tiscornia. During this webinar, he will openly discuss three key topics to help drive your team’s AI enabled strategies. 

Areas of Focus

Enhancing Invoice Accuracy and Customer Experience

  • Utilizing AI to automate and improve the accuracy of invoice generation, reducing errors and disputes.
  • Exploring how AI can personalize customer interactions during the invoicing process for better client satisfaction.

Optimizing Payment Collection and Cash Flow Management

  • Implementing AI-driven tools for efficient payment tracking and collection, leading to improved cash flow.
  • Discussing AI strategies for identifying potential late payments and proactively managing credit risk.

AI-Enabled Reconciliation and Reporting

  • Leveraging AI for faster and more accurate reconciliation of payments and accounts receivable.
  • Showcasing how AI can generate insightful financial reports, aiding in strategic decision-making related to the O2C process.

RevRec Forum - December 2023
December 14, 2023 12:30 PM

RevRec Forum - December 2023

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Anh Tran (Accounting Automation Architect), Nate Klatt (Sales Accounting Manager, CPA) and Molly Mullinger (Sales Accounting Manager, CPA) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also be joined by Jesse Fillerup, Revenue Recognition and OTC Partner at Connor Group, coined internally as the RevRec "wizard". He was formerly at Oracle and Sun Microsystems, and brings a wealth of knowledge and experience our community.

Please bring any discussion topics you would like to pose to the group.

December Webinar - Lunch & Learn: GenAI and Klarity Use Cases in Accounting & Finance
December 13, 2023 11:00 AM

December Webinar - Lunch & Learn: GenAI and Klarity Use Cases in Accounting & Finance

Join Klarity’s CEO, Andrew Antos, as walks us through the finance and accounting workflows GenAI is poised to disrupt and shares his advice on how to make the most of this new wave of tools, while highlighting the newest GPT-4 features released.

He will also lend his perspective on Klarity's most common use cases and how we can help your team automate tedious tasks leading to organizational efficiency.

LA Brunch & Learn: GenAI Insights in Finance and Accounting
November 29, 2023 9:00 AM

LA Brunch & Learn: GenAI Insights in Finance and Accounting

Spend the morning with Andrew Antos, the CEO and Co-Founder of Klarity, as he delves into the core finance and accounting processes that GenAI is on the poised to transform.

Andrew will provide valuable insights on harnessing the potential of GenAI, and understanding the latest GPT-4 enhancement. Through this event, we will showcase how the adoption of Klarity can empower your accounting and finance teams to overcome traditional challenges and replace labor-intensive offshore workflows.

This event is hosted in collaboration with Brex - Kevin Moore, Brex's Corporate Controller will offer his perspective on how Gen AI is Impacting Accounting and Spend Management.

Brex provides a unified global spend platform for streamlined financial management.

Fireside Chat: The State of GenAI and Use Cases with Andrew Antos and Jason Pikoos
October 26, 2023 10:00 AM

Fireside Chat: The State of GenAI and Use Cases with Andrew Antos and Jason Pikoos

Join us for a fireside chat between Klarity's CEO and Co-Founder, Andrew Antos, and Connor Group's Managing Partner Jason Pikoos addressing the State of GenAI and the Use Cases in Finance and Accounting.

Together, they delve into the ever-evolving landscape of GenAI and its profound implications for the world of finance and accounting. Building upon their keynote presentations from our recent summit, Andrew and Jason turn their insights and expertise into a dynamic dialogue for fellow leaders to gain deeper perspectives.

In the conversation we will address

- GenAI is labor arbitrage opportunity

- Recent advancements in AI is accelerating automation in Finance and Accounting, where other industries have adopted this much quicker

- Today's use cases vs Tomorrow's

- How can we approach and adopt these advancements to automate workflows and minimize modern schleps

CPE Event: Generative AI in Accounting and Finance
October 19, 2023 3:00 PM

CPE Event: Generative AI in Accounting and Finance

This event will be a 1.5 hour CPE event for the finance & accounting community, co-hosted by CFGI and Klarity. The focus is on revenue recognition training and AI software in accounting, and will be followed by a reception that includes light bites and beverages.

ASC 606 Revenue Recognition
Kelsey Bennett (CFGI Senior Manager) will present.​
Learning Objectives:​
- Identify and explain each component of the five-step revenue recognition process in accordance with ASC
606.
- Understand the impact of ASC No. 2021-08.
- Discuss the treatment of contract modifications.

GenAI in Accounting
Nick Tiscornia (Klarity VP, Finance and Operations) will present.​
Learning Objectives:​
- Discuss the general impact of artificial intelligence in the past, present, and future.
- Identify common challenges and the benefits artificial intelligence to alleviate these challenges across
finance organizations.​
- Discuss opportunities to improve accuracy and efficiency utilizing artificial intelligence.

CPE Credits: 1.5​
Field of Study: Accounting
Prerequisites: None​
Who should attend: All employees​
Advanced preparation: None​
Program level: Basic​
Delivery Method: Live training

Rev Rec Forum - October 2023
October 18, 2023 11:30 AM

Rev Rec Forum - October 2023

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Nick Tiscornia (VP of Ops & Finance), Nate Klatt (Sales Accounting Manager) and Anh Tran (Accounting Automation Architect) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also be joined by Susan Holmes and Natasha Castelli, both are revrec consultants, and creators of RevRec Girls - a Podcast focusing on the operational side of revenue recognition by sharing insights from our over 30 years of combined experience as revenue consultants. They bring a wealth of knowledge and experience to our community.

Please bring any discussion topics you would like to pose to the group.

Generative AI: The Future of Accounting Summit
September 20, 2023 8:30 AM

Generative AI: The Future of Accounting Summit

Generative AI is set to disrupt every industry and business workflow. Examples of ChatGPT writing website copy or sales emails are  everywhere, but what does this technology mean for accounting?

Accounting and finance workflows won’t be immune to the level of change that Generative AI is poised to offer, but it’s important to take a grounded approach when evaluating the use cases for your business.

During this one-day summit we will explore the different aspects of Generative AI that will shed light on the future of accounting. We invited CAOs, CFOs and other finance leaders to weigh in on topics including: foundational models and extensibility, generative AI in accounting workflows today, evaluating solutions and managing generative AI projects and more.

GenAI Use Cases in Finance and Accounting
August 24, 2023 11:00 AM

GenAI Use Cases in Finance and Accounting

Join Andrew Antos, Klairty's CEO and Co-Founder, as he walks through new capabilities GenAI opens up to automate new workflows for accounting and finance teams .

The conversation will highlight invoice validations, order form / purchase order matching, vendor document management, pricing and re-pricing initiatives, ASC606 and ASC842 Assurance, InfoSec review, consent management and more.

Andrew will also share general advice on how to make the most of this new wave of tools and will walkthrough Klarity’s GenAI features.

Gen AI Happy Hour with Klarity
August 23, 2023 5:30 PM

Gen AI Happy Hour with Klarity

The Klarity team is hosting a happy hour for our San Francisco community of Accounting and Finance leaders.

This is an exciting opportunity to connect with peers who are interested in learning how Klarity can help automate doccument-cetric workflows, and ways GenAI is poised to disrupt the industry.

Join us for a beverage and bites.

Klarity RevRec Forum - August 2023
August 23, 2023 11:30 AM

Klarity RevRec Forum - August 2023

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Nick Tiscornia (VP of Business Operations), Nate Klatt (Sales Accounting Manager) and Anh Tran (Accounting Automation Architect) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also welcome Shaun Yosslowitz and Ben Lindner,  two new Account Executives at Klarity. Both were formerly CPAs and met while working at AuditBoard with Klarity's Head of Sales, Kevin Mayeda. They bring a wealth of knowledge and experience to our team and community.

Please bring any discussion topics you would like to pose to the group.

See you there!

Lunch n Learn: Automating Accounting Workflows with Klarity and GenAI
August 15, 2023 11:30 AM

Lunch n Learn: Automating Accounting Workflows with Klarity and GenAI

Join us in Klarity's San Francisco office for a lunch and learn led by Andrew Antos, Klarity's CEO.

Andrew will walk through the main finance and accounting workflows GenAI is poised to disrupt and share advice on how to make the most of this new wave of tools. He will also show us Klarity in action and highlight the newest GPT-4 features released.

This is a great opportunity to engage with fellow industry professionals and learn how to incorporate this new wave of technology into your organization's accounting workflows.

Lunch will be provided.

Accounting Leaders Roundtable
August 9, 2023 11:00 AM

Accounting Leaders Roundtable

Join the Klarity community as we sit in on a conversation led by Nick Tiscornia, Klarity's VP of Finance and Operations, at our May Generative AI: Future of Accounting Summit.

Nick sits down with fellow accounting leaders to talk through the ways they are thinking about incorporating GenAI into their workflows, the practical implications and the impact that will have on their teams, and much more.

The conversstion is followed by a live Q&A led by Nick himself.

This conversation features the following leaders in our space.

Senad Mustafic - Chief Accounting Officer at Benchling

Mike Dean - Corporate Controller at Amplitude

Sharon Virag - SVP Operations & Chief Accounting Officer at Genesys Cloud

Automating Accounting Workflows with Klarity and GenAI
July 12, 2023 11:00 AM

Automating Accounting Workflows with Klarity and GenAI

IDC estimated that the amount of data created over the next three years will be more than all the data created over the past 30 years. This is why the last few months of developments in AI, from ChatGPT to Google Bard, have been so exciting. The only way to manage the scale of this data growth in business workflows is with automation.

Klarity has been at the forefront developing new ways to incorporate this technology to automate accounting and finance workflows. During this session led by Klarity’s CEO, Andrew Antos, and VP of Finance and Operations, Nick Tiscornia, we’ll see Klarity in action and highlight the newest GPT-4 features released. They’ll walk through the main finance and accounting workflows GenAI is poised to disrupt and share advice on how to make the most of this new wave of tools.

Klarity RevRec Forum - June 2023
June 22, 2023 10:30 AM

Klarity RevRec Forum - June 2023

After a short break, the Klarity team is excited to bring back the RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Nick Tiscornia (VP of Business Operations at Klarity) and Nate Klatt (Sales Accounting Manager at Klarity) will lead the conversation and together we will dive into any challenges and questions you or your accounting team is facing.

We will also be welcoming Kevin Mayeda, our new Head of Sales at Klarity, who spent the last 6.5 years at Auditboard, and prior to that, served as a corporate controller at Semtech. Kevin’s career began in public accounting at EY, showcasing his diverse expertise and industry knowledge.

Please bring any discussion topics you would like to pose to the group.

See you there!

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