Agenda

*Eastern US Timezone

Jan. 26, 2022

11:00 am
The Cutting Edge in Finance Automation
Automation is the name of the game for any finance role at a fast-growing SaaS company. Nailing this can make everyone’s life at the company significantly easier. But there is so much innovation in automation coming at such a rapid pace it can be difficult to keep up. This session will dive into the newest tools and processes to keep your accounting and finance operations running themselves.

The Cutting Edge in Finance Automation

12:00 pm
Making the Most of your FinOps Stack
Ensuring you have the RIGHT tech in place is critical in today’s finance and accounting world. This session will guide you on getting everything you need to and more out of your finance operations, specifically as it relates to your tech stack.

Making the Most of your FinOps Stack

1:00 pm
Long-Term Planning for Exit Strategies
One of the biggest mistakes founders and CEOs make is not planning properly for your exit, regardless of how far down the line that may be. It’s critically important that your finance execs are actively thinking about and preparing your company for an eventual IPO, merger, or acquisition at every stage of your lifecycle.

Long-Term Planning for Exit Strategies

2:00 pm
Key Metrics to Track Efficiency in Your Finance Operations
Efficiency is key in finance ops. Learn how to find the bottlenecks in your processes and operations, and what to do to fix those bottlenecks.

Key Metrics to Track Efficiency in Your Finance Operations

3:00 pm
The Lonely CFO: What Finance Roles to Hire as Your Team Scales
Many early to mid-size startups start with a team of one finance Controller, Accountant, or CFO. Find out in this session which roles to focus on hiring beneath you as your company (and finance team) scales.

The Lonely CFO: What Finance Roles to Hire as Your Team Scales

4:00 pm
Avoiding Critical Accounting Errors
Every finance professional has made critical errors in their bookkeeping. Learn about the most common mistakes, as well as some not-so-common ones that can be real killers if you don’t pay very close attention.

Avoiding Critical Accounting Errors

Speakers

Many more to be announced shortly…

Oded Zehavi

CEO & Co-Founder Mesh Payments

Jason Lin

Chief Financial Officer Centage

Christian Rennie

Director of Sales Divvy

Andrew Steele

Investment Partner Activant Capital

Sponsorship

Interested in learning about sponsorship options for our Finance-focused event (and more)? Check out the sponsorship page for details and schedule a time to discuss with our team.

Sponsorship Opportunities

Past Speakers

Oluwatoyin Aralepo

Yashwant Divakar

Director, Solution Engineering HighRadius

Adam Tesan

David Appel

Head of Software & SaaS Vertical Sage Intacct

Shivang Patel

Sr. Director of Solutions Engineering FloQast

Peter Nesbitt

VP of Finance Teampay

Shaka Senghor

Head of Diversity, Equity and Inclusion TripActions

Michael Sindicich

Alex Bean

Co-founder and Chief Business Officer Divvy

Thejo Kote

CEO & Founder Airbase

Ed Schaffer

CFO Canto

Todd Spartz

CFO Limeade

Ben Murray

Fuad Ahmad

Justin Hsu

Sr. Director of Finance and Controller Kong

Todd McGuire

Chief of Staff Tipalti

Past Sponsors

Save My Spot

In order to maintain the highest level conversation possible for our Finance Spotlight we vet the list of applicants and allow finance-focused roles in for free. If you meet the criteria of a finance, revenue, or founder function we’ll send you the details to access the virtual event within 48 hours of submission:

*Employee Count

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