Customer panelPast event
Vena Customer Showcase: Clareo Dental Management Inc.
Simon Dumais, Vice President of Finance at Clareo Dental Management, on why Clareo moved its budgeting, forecasting and headcount planning off a 20+ tab Excel workbook before the model broke, and what changed once finance owned the planning system.
- Date
- Monday
- Time
- 11:00 AM to 12:00 PM
- EST
- Where
- Online
- Virtual event
Clareo Dental Management · Vena Solutions · MCC
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About this session
Clareo Dental Management is a 100% Quebec-owned dental network that brings general dentists and specialists in periodontics, orthodontics and maxillofacial surgery under one banner. Its finance team ran all of FP&A, including pro forma and scenario modelling, inside a 20+ tab workbook, with assumptions detailed down to the day of the week each person worked at each clinic.
It worked, until the acquisition plan made it clear it would not keep working.
In this session, Simon Dumais walks through why Clareo moved to Vena before the model broke, not after, and how a finance-owned platform changed the way the team plans headcount, OPEX, revenue and COGS across a growing clinic network.
What you will learn
- Why Clareo moved off Excel before the model broke, not after it did
- How they plan headcount across multiple clinics without rebuilding the model every time
- What it takes to connect NetSuite, Netchex, Netrisks and BigQuery into one planning system
- What a finance-owned tool actually changes about the budgeting and forecasting cycle
Who was in the room
Speakers and hosts
Speaker
Simon Dumais
Vice President of Finance at Clareo Dental Management Inc.
Host
Charlie Liu
Founder, CEO & CFO Advisory at MCC Inc.
Host
Thanusan Chelva
Senior Regional Manager at Vena Solutions
Event details
- Date
- Time
- 11:00 AM to 12:00 PM EST
- Where
- Online
- Type
- Customer panel
- Companies
- Clareo Dental Management, Vena Solutions, MCC