Maximizing People, Processes and Profits

Tuesday, April 4th
Lone Star A
10:30am – 11:45am
Intermediate – FP&A Renewal Credit

Todd Cooke, Chief Financial Officer, Vengroff Williams
Kristin Lamm, CPA, CFO, Holocaust Museum Houston
Keri Rudasill, Chief Financial Officer, Allegiance Mobile Health
Mallory Shary, Treasury Management Sales Officer, Cadence Bank
Mary Jane Sotelo, SVP, Treasury Management, Cadence Bank

Session Description

In today’s business climate, CFOs and finance/treasury professionals are continually searching for ways to maximize profits and operate most efficiently.

In this panel discussion, participants will hear from:

Keri Russell, CFO for Allegiance Mobile Health, the largest private Texas-based provider of medical transportation and 911 emergency services in the state, as she discusses impactful ways Allegiance has adapted to a fastgrowth environment. With multiple acquisitions, the finance team found they were unable to keep up with manual processes within established timeframes. The integration and automation of processes, including moving from paper-based to electronic payments, catapulted Allegiance to new levels of efficiency and prepared them for scalable future growth.

Kristin Lamm, CFO of Holocaust Museum Houston, a nonprofit organization with assets and liabilities of $20 million, shares her passion in empowering people to drive process improvement and the benefits of open communication between a company and its financial services provider.

Todd Cooke, CFO for Vengroff Williams, a finance and accounting business processing outsourcing company, will discuss measurable advantages in using remote lockbox over remote capture deposit, a switch that increased their accuracy rate from 95 percent to 99.5 percent and cut eight percent of labor costs.

Mallory Shary, a Treasury Management Sales Officer with Cadence Bank, will further elaborate on solutions companies should consider to improve day-to-day processes.