In part 1 of our ongoing Flexi Education Series, we sit down and talk to Schuyler Ryan CPA, AIAF – Assistant Vice President, Finance at Union Mutual Marc Meyer: Hi Schuyler thanks for jumping on a quick call to talk about all-things insurance and accounting. You ready to do this? Schuyler Ryan: I am! MM:…
In Part III of our ongoing Flexi Education Series, we sit down and talk to Natalie Roberts Vice President – Accounting, Controller from Medical Mutual Marc Meyer: Hi Natalie. Thanks for jumping on and agreeing to do this interview. Natalie Roberts: No problem. MM: Natalie, let’s just get right to it. What do you see…
Download Infographic At Flexi Software, March is more than just Madness, it’s also Metrics Matter Month! What metrics are we focusing on? AI and automation to be specific. To be even more specific, we’re talking about how the two are going to impact the accounting industry. Let’s just get this out of the way. It’s…
In Part II of our ongoing Flexi Education Series, we sit down and talk to Michelle Lucero, Senior Accountant at New Mexico Mutual Marc Meyer: Hi Michelle, thanks for taking the time to talk all things insurance and accounting, I really appreciate it. Michelle Lucero: No problem MM: How long have you been working at…
Flexi Education Series What is Accounting Automation? An interview with Spencer Kuo In our inaugural post for our Flexi Education Series. We sat down with Spencer Kuo. Spencer is Vice President of Solution Consulting at Flexi Software. Recently, we had the pleasure of talking with Spencer about accounting automation and what the future holds for…
Recently, Flexi Software hosted its 30th Anniversary User Conference online. The customer showcase sessions were particularly keen in that it allowed for valuable insights to be gleaned from peers as featured customers shared their experiences and best practices for using Flexi software. One of those customer showcases featured New Mexico Mutual‘s Michelle Lucero as she…
During last month’s 30th Anniversary User Conference, several of Flexi’s preeminent customers were featured so as to present the myriad ways that they have used and currently use Flexi’s products. One of those companies was Hochheim Prairie Insurance. In this relatively short video, sit back, listen and learn as Flexi’s Director of Business Development, Spencer…
Last month, Flexi hosted its 30th Anniversary User Conference online. During this impactful and memorable event, a number of happy Flexi customers were featured and highlighted for their extended and devoted usage of certain Flexi products. One of those institutions/ happy customers was Stephanie Lanegan of Glacier Bank. In this quick 13 minute video, see…
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