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Manual reconciliation. Multi-entity headaches. Approval bottlenecks. These hidden AP inefficiencies are costing your firm valuable hours every week.
Learn from this expert panel featuring Matthew West, Partner at Creative Planning, Levi Morehouse, President & Co-Owner of Mission First Operations, and Brendan Mikosz, Head of Tech Ops, Furey—hosted by Blake Rudolph, Lead Enterprise Channel Partner Manager at Ramp, to learn how top firms are leveraging automation to eliminate these challenges and scale more efficiently.
In this session, you'll discover:
- Where legacy AP tools are secretly draining your capacity
- Key automation capabilities that actually save time (not just promise to)
- How to transition to modern AP tools without disrupting client service
- Real ROI metrics from firms that have made the switch
Earmark CPE quiz coming soon
About the speakers
Brendan Mikosz
Head of TechOps, Furey
Brendan Mikosz is the Head of TechOps at Furey, where he leads a team focused on building modern, scalable accounting solutions for high-growth startups. With a background in accounting, FP&A, and systems optimization, he brings over a decade of experience working with fast-moving ecommerce, SaaS, and healthtech companies. Brendan brings a fintech-savvy perspective to every project, combining technical know-how with an operator’s mindset.
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Blake Rudolph
Lead Enterprise Channel Partner Manager, Ramp
Blake leads the enterprise accounting partnerships team at Ramp and is passionate about helping CPA firms create efficiency, drive revenue, and increase capacity. He brings over ten years of SaaS sales and business development experience at established finance companies like Bill.com and Trintech, specifically working with accounting firms. Originally from North Dakota, Blake currently resides in Texas, but remains a big fan of North Dakota State football.
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Matthew West, M.A.
Partner / Director of Solution Sales Leaders, Creative Planning
Matthew brings over 27 years of experience in professional accounting technology, advisory, and marketing to Creative Planning Business Services. Previously, Matthew worked for CPA.com (AICPA) CAS workshop facilitator, where he consulted and advised several top 100 accounting firms in the country on topics such as Sales and Use Tax, Audit Technology and Client Accounting Services. As a Partner and Director at Creative Planning Business Services, Matthew leads the Solution Sales Leaders team in scoping and recommending services and technology to best serve new and existing client engagements.
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Levi Morehouse
President and Co-Owner, Mission First Operations
Levi is an innovative founder and executive who transitioned from a CPA to an entrepreneur. Levi co-owns Mission First Operations, an accounting firm dedicated to nonprofit organizations. He champions the power of entrepreneurship, markets, and philanthropy to drive positive change. Known for his thought leadership in entrepreneurship and technology, Levi has been featured in Forbes, and Accounting Today, and has spoken at notable events like Startup Grind by Google and Intuit Connect. He remains committed to transforming the accounting industry by empowering professionals to excel as guides to their entrepreneurial clients.
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