Workshop
Managing and digitizing the financial function of companies in the portfolio
ORGANIZERS
Event details
This Workshop is dedicated to managing and automating the financial function within companies. During this session, organized in collaboration with Finance for Growth, Smaranda Streanga and Sebastian Boureanu will discuss various ways to organize and operate the financial function in a company, so that it provides the necessary support, control, and structure within the portfolio organization.
The structure of the team, roles & responsibilities, reporting system & internal controls, digitization & tools used make the difference between functions that meet the support objectives for management, Board, and shareholders, and those that struggle with chaos.
Together, we will discuss the financial processes suitable for automation (financial reporting, budgeting, forecasting), as well as the advantages and challenges of this approach.
Agenda
08:30 – 09:00
Welcome coffee & networking
Networking session
09:00 – 10:30
Finance Function & Internal Control System
We will discuss about how to manage the finance function of portfolio companies & the development of a finance internal control system for portfolio companies.
10:30 – 10:45
Coffee break
Networking session
10:45 – 12:00
Digitizing the Financial Function of Portfolio Companies
Discussions about automatization strategies for finance function & present short demos of reporting for management information purposes.
Speakers
Sebastian Boureanu
Partener & Co-Founder Finance for Growth, CEO Craft Solutions
Finance for Growth
With over 20 years of experience in finance and management, passionate about helping business owners and companies reach their full potential and maximize profits, he provides business consulting and reporting automation solutions that enable clients to save time, money, and resources, and make data-driven decisions.
Smaranda Streanga
Managing Partener & Co-Founder Finance for Growth
Finance for Growth
Smaranda has over 20 years of leadership experience in corporate finance, progressing from Big 4 auditor to heading finance for multinational corporations, including overseeing the IPO and bond issuance of one of the largest local entrepreneurial groups. She delivers corporate finance solutions tailored to entrepreneurs, shareholders, executive management teams, and boards of directors.
Registration INFO
This is an event for ROPEA members. If you are not a ROPEA member but you would like to participate, please reach out to us at elena.pascal@ropea.ro. Registration is limited to maximum 2 people from the same company. All the discussion will be held in Romanian (no translation offered).