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Steve Reid Presents at Ramp’s Summer Readiness Breakfast

Great conversations this morning at Ramp’s Summer Readiness Breakfast alongside BuyQ, PSwrx, and all of our attendees focused on operational efficiency, smarter financial management, and preparing schools for a successful summer season.

For those who couldn’t make it, here are a few key takeaways from our Chief Growth Officer, Steve Reid’s session, “Finance Planning for the Summer”:

• Make month-end close a routine, not a reinvention
• Audit prep should happen all year long
• Streamlined AP processes reduce interruptions and create capacity for strategic work
• AI and automation are becoming essential tools for finance teams

The event brought together school and finance leaders for meaningful conversations around building stronger systems, improving workflows, and leveraging technology to support long-term operational success.

We appreciate everyone who joined us for today’s session and look forward to continuing the conversation.