From Spreadsheets to Scale: How to Transform Your Contractor Onboarding

If your contractor onboarding still lives in spreadsheets—or you're duct-taping together traditional payroll or HR tools to make it work, you're not alone. Join Greer McBride, Talent Operations Specialist at BELAY, for a candid fireside chat on what it really takes to build a fast, repeatable contractor onboarding process that actually scales.

In this session, you'll learn:

Why traditional HR and AP tools like Gusto, ADP, and Rippling weren't built for 1099 contractor workflows—and what to do instead
How BELAY overhauled their contractor onboarding process and what they'd do differently from day one
The checklist every operations leader should use when onboarding a new 1099 contractor
How to build a self-service experience for contractors that reduces back-and-forth and cuts support tickets
How custom workflows can simplify onboarding and automate document collection from day one
How to reduce manual data entry, reconciliation, and document management that slows your team down

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Meet the speakers

Sara Strope

Wingspan

Sara is a customer-led CMO focused on helping B2B companies accelerate growth from acquisition through retention and expansion.

Sara's B2B marketing experience spans venture-backed startups (TaxJar, QuotaPath) to global, publicly-traded companies (IBM, Vimeo). She has a proven track record of bringing new products to market, building high performing teams, and leading through transformation.

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Greer McBride

BELAY

With over 9 years of experience in operations across nonprofit and corporate environments, Greer McBride builds scalable systems that bring clarity and structure to growing organizations. She began her career leading strategy, budgeting, and cross-functional initiatives in the nonprofit sector before transitioning into corporate operations, where she has optimized onboarding, lifecycle management, and enterprise system workflows for 1,800+ contractors. Known for pairing strategic vision with hands-on execution, she helps teams reduce inefficiencies, strengthen processes, and build contractor operations that actually work.