On-demand Webcast:

“Why CFOs of Project-driven Companies are Ditching Traditional ERP”

CFO Webinar Sponsored by Microsoft and Velosio

A new generation of workers and buyers raised in a cloud-driven, mobile workplace are rewriting the playbook for services and project-driven companies. They expect better metrics, process automation and a genuine customer-centric experience.  Still, over 70% of companies struggle with outdated, on-premise business management solutions that are costly to maintain, do little to support innovation and anchor the organization to yesterday’s model.

Register now for immediate access to an interactive discussion with experienced industry executives as they share why forward-thinking leaders are transforming operations and how moving to modern cloud-based business systems like Microsoft Dynamics 365 can pave the way.

This insightful discussion will focus on several key areas, including:

  • The “new norms” of doing business and how they may affect your future strategy
  • The immediate benefits of modern cloud ERP and connected operations
  • Insights from your peers that will help your company compete more effectively

About the Speakers

Joe Longo Velosio

Joseph Longo

Joseph Longo is the Chief Operations Officer at Velosio, responsible for a multi-disciplinary professional services organization with operations throughout the United States, Europe and India. Joe is a 30+ year serial entrepreneur who began his career in public accounting as an auditor before founding a series of increasing larger consulting organizations. Prior to the formation of Velosio, Joe served as Chief Operating Officer of SBS Group where he spearheaded the launch of Microsoft’s Worldwide Master VAR program and drove product development and channel support for multiple Microsoft ERP solutions under direct contract by Microsoft.  Joe is an active member of Vistage International and serves on the BOD for Blanchard Valley Health System. A graduate of Villanova University, he holds a B.S. in Accounting and Computer Science.

 

James Thomas VelosioJames Thomas

James Thomas is an entrepreneur, technologist and financial systems expert with over 20 years’ experience helping professional services companies across the globe to better leverage technology and improve business performance.  As a solutions architect for Velosio, James specializes in financial and customer engagement systems for services and project-driven companies and is a well-known speaker and business process evangelist.  He is a graduate of the London School of Accountancy and a Fellow of the Chartered Association of Certified Accountants.

 

Andy Advinula BerkowitzAndy Advincula

Andres (Andy) Advincula is Chief Financial Officer of Berkowitz Pollack Brant Advisors (BPB), one of the largest public accounting firms in South Florida and one of the top 100 firms in the United States. Andy oversees all financial aspects of the firm that operates with nearly 300 accountants, tax specialists and consultants, now supported by their recent deployment of Microsoft Dynamics 365. Prior to BPB, he was the Controller for New Fortress Energy, a $100 million dollar service company where he lead the implementations of several major business applications including ERP and AIS and implemented and transferred all accounting functions from the NY office to company headquarters in Miami. Prior to New Fortress, Andy held executive finance positions in private and public accounting organizations focusing on auditing, budgeting, cost accounting and reporting. Andy is a Certified Public Accountant and holds a Masters in Accounting from Florida International University.

 

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