Boomi World is Dell Boomi's annual conference for its middleware software users, partners, and professionals across all industries. It is the ultimate international event for discussing the future of cloud integrations and attending exclusive sessions by industry experts. Your GURUS Cloud Connect host, John Serino, had the opportunity to attend this year on behalf of our sponsor, GURUS Solutions (North America's largest NetSuite & Dell Boomi Services Provider).  

Listen to this exclusive episode to find out what happened at Boomi World 2019, with interviews and a tour of the show.

At what point does technology play a factor for non-profits today, in terms of managing investor donations, financial data, investment progress and the results thereof?  

In the latest episode of GURUS Cloud Connect, our regular hosts will be sitting in with Nicole Letellier, the VP of Accounting from Opportunity Fund (a non-profit organization based out of San Jose). Opportunity Fund provides responsible financing to underserved small business owners and entrepreneurs across the U.S. With a slogan like “We believe everyone deserves the chance to succeed”, they’ve become a pillar for many minorities in 45 states that are looking for a way to start their business without going bankrupt.  

Today, the organization has grown beyond the point of handling their finances on their previous and limited system. That meant upgrading to a Cloud back-office infrastructure like Oracle’s NetSuite ERP. In the other guest chair, we’ll have David Gosselin, a leading Cloud ERP consultant at GURUS Solutions with a vast background of experience in the tech industry. Having assisted in Opportunity Fund’s implementation, he joins in to discuss some of the most powerful technologies for non-profits.

In the second part to our latest episode on planning and budgeting, we sit down with Geri-Lynn Kushneryk and Matthew Jay, to discuss the best planning and budgeting techniques out there.  

What is the role of budgeting and forecasting in strategic planning and how can it be improved for accuracy? Business plan vs. budget, and how to reconcile expectations with the reality using past data. What are some of the most efficient and proven techniques when it comes to forecasting for the upcoming year? We'll be covering these topics and more in this latest segment of GURUS Cloud Connect.

In our latest episode, we sit down with Geri-Lynn Kushneryk and Matthew Jay, to discuss and answer the commonly asked questions around planning and budgeting. How are different businesses managing their budgets? Where do annual planning and budgeting processes become complicated for most companies? And what are the best contingencies a CFO will keep in their back pocket?

Our first guest, Geri-Lynn Kushneryk is a CFO with decades of valuable experience across all sizes of businesses, having worked at the second-largest pension fund in Canada before discovering a passion for tech startups. She has helped establish a vast portfolio of startup companies and brings what she’s discovered as best practices to the table during our interview. In our other chair, we’ve invited Matthew Jay, who works as a technical consultant in NetSuite’s Planning and Budgeting solutions. He’s joining us to provide you with an in-depth look at what the best tools are to help finance teams overcome some of the drag-and-pull of their planning and budgeting cycles.

In this episode, we dive deep into payment processes with Mark Paley, VP of Sales at Cardknox. Together, we address questions like: What is the detriment of being a cash-only bar or a cash-only cafe in an age where most customers make payments using their phones or cards? Is Amazon's hybrid e-commerce/ brick & mortar model the future for shopper experience?  

What has changed in the merchant and customer experience from only 5-10 years ago? And how can you adapt your business processes to get ahead of the payment trends and meet evolving user expectations?