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Free cpe webinars
Next Wave of Finance Tools: Technology, Cash Management & Risk Mitigation


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 15, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Over the past two decades, every part of a company's tech stack has evolved — except the finance tools. Recently, however, these previously stale tools have undergone a renaissance. From bank accounts to spend management to customer payments, finance tools are being reconsidered to enable finance teams to operate more efficiently. Rather than operating under the old mantra of "Nobody ever got fired for buying..." finance leaders are rethinking how their teams can provide next-level results by leveraging the new wave of finance tools without sacrificing control or security.

This webinar will cover key areas where finance tools are reimagined and how they work under the hood to better understand what makes sense for your organization.

Learning objectives:

  • Recognize how the next wave of banking services compares to traditional banks when it comes to security and benefits offered

  • Identify how finance tech stacks are consolidated for improved efficiency

  • Evaluate how new tools can enable a stronger control environment and more accurate financial reporting

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Dan Kang is the VP of Finance at Mercury, a fintech company that offers banking services and finance tools for businesses of all sizes. He oversees accounting, strategic finance, capital markets, corporate development, credit underwriting. Prior to Mercury, Dan spent 8+ years building and scaling fintech companies, most recently at Digit, a financial health-focused neobank that was acquired in 2021. Prior to that, he was at Square on the Finance & Strategy team where he saw the company through its IPO. Before startups called, he worked in investment banking at Merrill Lynch and private equity investing at Vista Equity Partners.

About Our Presenter

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Mercury offers banking* for startups — at any size or stage. With an intuitive product experience, founders can access free checking and savings accounts, debit and credit cards, domestic and international wire transfers, treasury, venture debt, and more — and manage their business with confidence. Mercury also offers vibrant community programs that provide founders with the connections, advice, and resources to help them build the next great companies. Launched in 2019, Mercury is trusted by more than 100,000 startups.

Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.