Events

A CFO's Guide to Selecting the Right ERP Solution

Choosing between Oracle NetSuite and Sage Intacct is one of the most consequential technology decisions a finance leader will make. Both platforms are cloud-native, scalable, and purpose-built for modern finance teams — but they take meaningfully different approaches to architecture, depth, and growth.

This expert panel session cuts through the vendor noise and delivers an unbiased, practitioner-led comparison — so your team can evaluate with confidence.

Learning Objectives:

Walk away with the clarity you need to make a confident ERP decision. This session covers:

Who Should Attend

This session is designed for finance and technology leaders actively evaluating, implementing, or optimizing their ERP stack:

Speakers:

Kelly Gonyea
Director of Advisory Solutions
Caravel BPM Technology Solutions Practice

Kelly Gonyea is Director of Advisory Solutions at Caravel BPM Technology Solutions, where she leads advisory focused on ERP strategy, system evaluation, and finance transformation initiatives. She works closely with CFOs and executive leadership teams to modernize finance technology stacks, improve operational visibility, and implement scalable enterprise platforms including Oracle NetSuite.

Kelly brings a unique perspective that combines experience in public accounting, ERP product expertise, and implementation advisory. She began her career in public accounting, where she developed a strong foundation in financial reporting, audit, and operational processes across a variety of industries. She then pivoted to the ERP space where she directly worked at Oracle NetSuite and Sage Intacct as a Solution Engineer, where she worked closely with finance leaders to demonstrate how modern cloud financial platforms can transform accounting and operational workflows.

Today, Kelly specializes in helping organizations navigate complex ERP decisions and digital transformation initiatives. Her work often involves helping organizations replace legacy accounting systems, redesign financial processes, and introduce automation, analytics, and AI into finance operations.

Tom Achor
CPA & Consultant

Tom is a seasoned CPA and consultant with over 30 years of experience guiding businesses and local governments through the evolving landscape of finance transformation. Throughout his career, Tom has helped clients adapt processes and embrace emerging technologies to achieve optimal results—freeing talented finance teams from tedious manual tasks so they can focus on strategic performance. 

As a CPA/CITP, Tom combines deep financial expertise with a forward-thinking approach to technology. He is a Sage Intacct Certified Implementation Consultant and a trusted advisor to clients in media, healthcare, and nonprofit sectors. His work focuses on selecting, implementing, and managing modern cloud-based finance systems that deliver real value. 

Tom’s expertise spans Sage Intacct cloud financials and dashboards, Chart of Accounts and Dimension design, nonprofit accounting, project costing and billing, and integration planning. His approach is grounded in aligning performance with value, ensuring that systems and strategies support long-term organizational health. 

Moderator: Winny Wong
Partner, Business Enterprise Services Team
BPM

Winny is a Partner on the Business Enterprise Services Team in BPM’s San Jose office. She has over 15 years of experience in accounting and financial reporting, and she focuses on assisting clients in the Real Estate and Technology industries.

Winny has extensive knowledge of industry-specific accounting procedures for Real Estate companies and commonly helps clients who own or operate commercial and multifamily properties, as well as REITs and joint ventures.

She also specializes in helping technology startups by creating accounting processes and procedures as well as financial statement and budget reports, so clients can focus their energy on building up their product and/or services for their company.

Her background includes assisting tech companies by implementing accounting software into their day-to-day accounting and month-end process.

She commonly assists her clients who may have fallen behind on their accounting and prepares clients for future financial success by creating monthly plans for businesses to follow years after her work is completed. Winny also helps ensure a company’s audit success by reviewing its financial records and accounting processes to ensure its compliance before the audit process starts. She effectively works to meet the individual needs of each client to help analyze, organize and maintain financial records.

Winny Wong holds an active CPA license in California.

Event Details:

Thursday, May 7, 2026
4pm-4:30pm networking
4:30-5:30 presentation
5:30-6:30ish Happy Hour

Registration closes at 5pm the day before the event.