Check out our on-demand recordings from the past Finance Leaders Unfiltered events featuring candid 30-minute conversations with finance leaders and new research. We explore some of the biggest challenges facing finance teams today, tackling friction points that hold them back—from broken order-to-cash workflows to AI that overpromises and underdelivers. Get raw insights and real strategies in this series that cuts through the noise and surfaces what finance teams need to scale smarter.
These events are based on findings from the Modern Finance Leader Report.
Episode 1: How Legacy Systems & Owners Limit Finance’s Vision
A new survey of over 900 CFOs and CAOs shows finance leaders are under pressure to drive strategy, but outdated systems are holding them back. In this conversation, we discuss why order-to-cash is becoming a ceiling for growth and what finance teams can do to break through.
Featuring a conversation with Vimeo Chief Financial Officer Gillian Munson, Zuora Chief Accounting Officer Matt Dobson and OTTO-MATES Founder & Chief Automation Officer Em Daigle.
Episode 2: How Confusion Around Order-to-Cash is Restricting Growth
Who really owns order-to-cash? And what happens when no one does? This conversation explores Zuora’s latest finance leader research how unclear ownership, fragmented systems, and manual processes are creating costly bottlenecks.
Featuring a conversation with Zuora Chief Operating & Financial Officer Todd McElhatton and OTTO-MATES Founder & Chief Automation Officer Em Daigle.
Episode 3: Why Finance Teams Are Investing in Tomorrow While Drowning in Yesterday’s Work
Whether you’re knee-deep in tech transformation or just trying to keep your team afloat, this session discusses how AI is being leveraged in finance and provides practical ideas to bring back to your team.
Featuring a conversation with Zuora’s Head of Global Revenue Advisory, Laz Pastrikos, Gaapsavvy’s Founder and Community Leader, Angela Liu and OTTO-MATES Founder & Chief Automation Officer Em Daigle.
Episode 4: How Outdated Systems Are Constraining Business Model Innovation
As companies experiment with new pricing models and move upmarket, finance systems are struggling to keep up. This practical conversation explores how outdated order-to-cash infrastructure is turning growth into growing pains and what leading teams are doing to fix it.
Featuring a conversation with Zuora Sr. Director, Quote to Cash and Revenue Accounting Rachel Noel and 12th & Norwegian Founder, Revenue & Accounting Leader Jill Hauck, moderated by OTTO-MATES Founder & Chief Automation Officer Em Daigle.
