The Lean Finance Playbook

​As companies grow, finance teams manage an increasing number of invoices, expenses, reporting, and requests without adding headcount at the same pace.

​Join BetaKit and Ramp for a practical conversation focused on identifying operational bottlenecks, applying AI to reduce repetitive work, and testing workflows without disrupting day-to-day finance operations.

​Speaker: Dave Wieseneck, Expert in Residence at Ramp

• ​Dave Wieseneck is an Expert in Residence at Ramp with over 15 years of experience leading finance at fast-growing technology companies, including Demostack, letgo, and Ollie Pets.

• ​He brings a hands-on operator’s perspective on building lean finance teams, improving day-to-day processes, and applying AI where it can make a practical difference.

​What You'll Learn:

• ​How the day-to-day work of finance teams changes during rapid growth and how to spot operational bottlenecks

• ​Where AI can effectively reduce repetitive tasks while preserving tasks requiring human judgment

• ​Practical examples of AI automation across expenses, invoices, approvals, and reporting

• ​Frameworks to prioritize and test finance workflows without causing operational disruption

• ​Key lessons learned and customer success stories from Ramp

• ​How to define success and measure meaningful ROI from AI adoptions

​Who Should Attend:

• ​CFOs, VPs of Finance, Controllers, and Finance Directors

• ​Finance Managers and FP&A Leaders

• ​Founders, CEOs, and COOs at growth-stage startups

• ​Operations leaders