Valenta: The Insider Series

Vivek Singh, Co-Founder of Hopstack will speak with Jake Day and Howard Barouxis of Valenta on how businesses can transform their warehouse to keep up with the growth of e-commerce.

Attend this meeting to learn:

✅     How warehouses have dealt with the immense pressure of keeping up with the explosion in e-commerce 

✅     Changing consumer expectations around order accuracy and delivery speed

✅     Changes in fulfillment processes warehouses have had to adopt

✅      Robotic automation to improve productivity and reduce errors 

✅        How to best use labor’s time to maximize output in terms of picking, packing, sorting, etc.

For more information please visit our website
          https://us.valenta.io/

Twitter: https://twitter.com/Valenta_io

Facebook: https://www.facebook.com/Valenta.io

Instagram: https://www.instagram.com/valenta.io/

LinkedIn: https://www.linkedin.com/company/9363... 

Speaker: Jake Day, Valenta Managing Partner

What level of process maturity does your organization operate at? Are your processes documented? Are you measuring and managing process performance? Do you have a framework to continuously improve your processes and ensure they stay "Best In Class?" 

In this webinar, we will define Business Process Management as it applies to small and midsize organizations and provide straightforward guidelines to assess at what level of maturity your processes operate. We will then introduce a simple approach for taking your business processes from any level of maturity to the highest level of maturity using a framework called The Business Process Maturity Accelerator. In addition, you'll learn how the Business Process Maturity Accelerator can put your organization on a hyper-innovation journey with minimal disruption to your operation.

For more information please visit our website
          https://us.valenta.io/

Twitter: https://twitter.com/Valenta_io

Facebook: https://www.facebook.com/Valenta.io

Instagram: https://www.instagram.com/valenta.io/

LinkedIn: https://www.linkedin.com/company/9363...

Join host Mike Taylor as he speaks with Ganesh Gandhieswaran, CEO and Co-founder of ConverSight.ai on AI assistant Athena and how it helps businesses strike the perfect balance between forecasting and meeting customer demand by maintaining the right amount of inventory, at the right place and time, without incurring shortages or wasting capital. 
 
What do you learn? 

✅   Benefits of transforming your relationship with data through data stories          
       told by AI assistants
✅   Case studies of successful supply chain deployments
✅   Best practices for successful use of conversational AI in supply chain    
       management

Ganesh has led award-winning Enterprise Information and Analytics teams for 18+ years. He has played various roles in Solution Architecture, Business Development, Customer Relationship, Delivery, and Operations management. Prior to founding ConverSight.ai, Ganesh was the Senior Director of Analytics and Information Management for Cognizant Technology Solutions, a leading global systems integrator in the IT services space.

For more information please visit our website
          https://us.valenta.io/

Twitter: https://twitter.com/Valenta_io

Facebook: https://www.facebook.com/Valenta.io

Instagram: https://www.instagram.com/valenta.io/

LinkedIn: https://www.linkedin.com/company/9363...

Kishore Siva, Valenta Managing Director, speaks with Chris Andrassy and Alfsonso Albuquerque, Co-Founders of Astral Consulting Group, about why Data and Analytics are critical for Business Owners to Consider.
Christopher brings his passions for technology, engineering, and creative design to develop flexible solutions for clients. Alfonso leverages his unique technical skillset and passion for enabling technology education to build impactful solutions for clients.

Ted Stone, Managing Partner at TechCXO, will help lift the curtain on what fractional executives do, how they work with business owners, and when the right time to consider one is. 

Operating a business competitively requires having the right people in the right positions at all times. However, finding the right people to blend within the culture in today's market is exceedingly difficult.

For years, many organizations used and still use part-time labor in sales, marketing, and administration. However, senior leaders can be found part-time too.

Until relatively recently, the terms ‘part-time,’ ‘outsourcing,’ and ‘fractional’ were almost unheard of when applied to executive roles. However, an impressive cross-section of companies — from bootstrapped startups to Fortune 500 businesses — are pivoting to part-time leaders. The arrangement is often optimal for both parties. Startups that don’t have the resources can work with an experienced professional without all of the costs associated with a full time executive.

The business can fill the talent gap in the organization by having an experienced C-Level executive on the team. Whether it’s a CIO to help drive technology or a CFO to manage the finances, the business can employ a highly skilled individual to help push the business to the next level.

Host: Kishore Siva
Guest: Ted Stone

If ever there was a time for an organization to truly commit to digital transformation, this is it. Financial Planners face new challenges in the way they manage workflow, communicate with co-workers and clients.

Digital transformation within financial sector first started with the digitizing of monthly statements to go paperless. Since then, leaders in finance have taken notice and have moved quickly to propel their businesses toward digital transformation, placing a large emphasis on speed, intuitive supplier, cost reduction, and ease of use.

As digital practices have matured, it has become increasingly clear that many organizations’ legacy back-office systems and processes are not currently able to deliver a scalable level of service excellence.

As many companies get used to the new normal, it is more important than ever to make sure your finance organization is recession-proof. The pace of digital transformation has rapidly accelerated under the new normal, and it is evidently clear that the key to business resiliency begins with Digital Intelligence.

In this session, our expert speakers will address the following:

✅ The increasing importance of digital transformation in finance
✅ The new normal for finance organizations
✅ The benefits of Digital Intelligence
✅ Best practices to achieve digital transformation within the finance sector, and much more!

Host:
Richard Nohe, Managing Director at Valenta

Guest Speakers:
Shyam Ganesh, Certified Financial Planner & Managing Partner at Valenta
Bill Savellis, Financial Advisor & Managing Partner at Valenta 

 With increasing disruptions to supply chains, heightened customer expectations and demand, and trouble securing workforce capacity, leaders intuitively know they need to embrace automation and digitally transform their operations.  Many find this task overwhelming, not knowing where to start or what ROI to expect.  RPA/AI automation need not be scary and does not require massive investment of time or resources.  Implementing your first digital worker can be very straightforward and extremely cost-effective, delivering measurable, sustainable results within a few months.

Guest Speaker: Michael Taylor, Managing Partner at Valenta

As Managing Partner at Valenta, Michael brings over 22 years of expertise providing strategic, financial, and operational leadership–including an extensive background in Financial Analysis, International Business and Competitive Intelligence for organizations like Amazon and PWC.  More recently, Michael served as Director of Operations at the leading global ecommerce company, having launched and led multiple warehousing and distribution centers across the United States.  Prior to Amazon, Michael was an Operations Executive in oil and gas, scaling a global aftermarket services and product distribution business in various geo-markets all over the world. Michael is instrumental in streamlining identified sector activities, introducing process improvements, and enhancing efficiency at all levels

Prior to partnering with Valenta, Michael worked as a consultant with one of the Big 4 and spent more than eight years on active duty as an officer in the U.S. Army.  He has an MBA in Global Business and earned his bachelor’s degree from the United States Military Academy at West Point.

Schedule a Meeting with Michael

 Join Valenta Insider Series host Kishore Siva as he welcomes Michael Reeder, CPA (Managing Partner at Swartz & Reeder Advisors) for a session on Year-End Tax Planning for Business Owners.

As we approach the end of the year, business and franchise owners have a number of ways in which they can manage their tax planning. For newer owners, there are a variety of options they can consider, which are different from being a W2 employee.

Key learnings will include:

• How to stay organized for tax season
• Preparation tips & tactics
• Utilizing the right support & programs 

Host: Kishore Siva, Managing Director at Valenta

Guest Speaker: Michael Reeder,  CPA and Managing Partner at Swartz & Reeder Advisor 

 The ongoing COVID-19 pandemic has brought the immense pressure the healthcare system is under into sharp focus. Recent dynamics are compounded by the industry’s efforts to adopt newer ways of working and digitizing patient records while implementing automation throughout their business processes to increase overall efficiency and productivity.

This session is going to cover three key areas:
✅ Everyday pain points of medical practices, Lessons from COVID-19
✅ The automation solutions and technological implementation
✅ Adoption and impact 

 Host: Alan Peck, Managing Director USA of Valenta 

Guest:
Shan Mukundan, Managing Partner of Valenta

Digital disruption is happening all over the life insurance industry. Are you leveraging this to your benefit?

Learn how the most forward-thinking insurance advisors are leveraging technology, automation, and delegation to grow their revenue.

✅ Learn several lessons from digitizing insurance practices during the COVID-19 era – shared by Finaeo
✅ Discover how this digitization is enabling delegation of the mundane so advisors can focus on relationship growth – shared by Valenta 
✅ Uncover how implementing automation can elevate your advisory practice into a more valuable, highly saleable business – shared by Valenta 

Host:  Kyle Langstaff,  Business Development Director at Finaeo Inc. 

Guest:
Shyam Ganesh, Managing Partner of Valenta