Webinar - 5 Big Financial Integration Mistakes and How to Avoid Them


Wednesday, Dec 04, 2019 - 10:00am to 11:00am CST


Financial integrations give companies a competitive edge. They allow for disparate systems to work synchronously. They eliminate the rekeying of data, enable the sharing of information across teams or departments, and allow for the gathering of intelligence to enable broader analysis and more data-based decision-making. Join this webinar as integrations expert, Nik Puni, shares the five biggest financial integration mistakes and how to avoid them. For most companies following a best-in-class technology strategy, the finance system is the hub for the other systems they use. If it is not integrated, or integrated poorly, significant increases in costs and resource consumption occur. Avoid the pitfalls before they kill your business growth. Uncover the best practices that can help you get the most out of your connections.



***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.***

  • Speaker(s)

Nik Puni, Director, Systems Integration, Sage Intacct, Inc.

Nik Puni specializes in creating robust enterprise applications for firms who seek to achieve growth and scale. With over 20 years of experience, he has delivered solutions across a variety of industries including Automotive, Software and Services, Not-for-Profit, Advertising, e-Commerce and Retail. Over the last 10 years he has worked with thousands of firms to prepare for IPOs, acquisitions, optimize quote-to-cash, and implement new systems including ERP, CRM, subscription billing, payment processing and 3rd party integrations. He has also developed a variety of enterprise applications using platforms such as Salesforce.com, Sage Intacct, NetSuite, and Amazon Web Services. These solutions deliver over 2 Billion transactions per year, across the globe. As a graduate in Economics from UC Irvine, he was recently recognized by Tech in Motion as a leading technology manager in Orange County, CA.