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Instructor
With over 15 years of leadership across project management, software consulting, and investment management, Ali Vance is a seasoned operations executive with a proven track record of building high-performing teams and driving strategic growth. As VP of Delivery for a 90+ person Salesforce partner, she led cross-functional teams, scaled operations, and launched a Managed Services practice that grew to represent 40% of company revenue.
Currently at Coordona, Ali specializes in helping clients—and consultancies—navigate complex data projects, from integrations and migrations to data warehousing. Her team’s mantra is simple: data should work for you, not the other way around.
Known for her “get it done” attitude, Ali thrives in fast-paced environments and brings clarity to chaos through sharp organization, process optimization, and strong client relationships. Whether leading a digital transformation or wrangling a warehouse of data, she combines deep technical knowledge with a people-first mindset to deliver meaningful impact.
Manual processes and disconnected systems can slow down even the most capable accounting teams. In this session, data experts from Coordona will explore how automation and system integration can streamline operations and set the stage for AI and analytics in your organization. Attendees will gain a practical understanding of integration tools, planning best practices, and real-world use cases that connect systems like accounting software and CRMs.
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