Five Steps to Purchasing Financial Software that Grows your Business

Fulfill your immediate needs, accommodate future growth

A new year brings new challenges and new opportunities. Top performing businesses have taken a proactive approach to meeting challenges and capturing opportunities. How? By carefully selecting Corporate Performance Management (CPM) software solutions that transition finance teams from keepers and collectors of information to data-driven decision makers.

The financial software industry offers a myriad of solutions, with promises of easy data integration, high user adoption and a positive ROI. But which one is right for you?

Craig Schiff, of BPM Partners, takes you through five key steps to ensure you make the right decision when putting together your financial tech stack. Craig brings over 30-years’ of knowledge working in the financial tech industry. From evaluating your current needs to knowing what questions to ask for a painless implementation, Craig helps you choose the right partners to meet your business goals.

Attend this webinar to learn:

  • The five key steps to buying the right CPM solution
  • The questions to ask when selecting a vendor
  • What success will look like for you, and your business

*Earn 1 CPE credit for attending the live webinar.

Steve Welsh

VP, Solutions Engineering

Vena Solutions

Craig Schiff

President & CEO

BPM Partners

Vena Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:




Tuesday, January 30, 2018

2:00 - 3:00 PM EST

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