Registration & Breakfast

Opening Remarks

Mainstage Session | Defining the CFO Role: Where Strategic Leadership Meets Operational Reality

Isaac Itenberg, CFO/COO, Human Security
Michelle McComb, Chief Financial Officer, Bluecore
John Herman, Chief Financial Officer, Movable Ink

Moderator: John Glasgow, CEO & CFO, Campfire 

As your company scales, your role as CFO gets bigger and blurrier. What should you own, and where do you draw the lines between finance, operations, and strategy? How do you balance being the voice of fiscal discipline while fueling the company’s growth? 

In this opening mainstage, we’ll dig into the questions you’re already navigating - how to set priorities, how to build trust with your CEO and board, and how to step confidently into your role. If you’re navigating how to protect cash, extend runway, and still drive momentum, you’re not alone.

Networking Break

Small Group Discussion | Owning the Boardroom

This roundtable is your space to dig into the practical and strategic sides of board management. How to manage expectations, tell a compelling financial story, and navigate tough questions with confidence.

We’ll explore how to assess and shape your board, including the CFO’s role in board member selection, what “fit” really looks like, and how to ensure the board adds value beyond oversight.

Small Group Breakout Discussion | Behind the Boardroom

Designed specifically for Deputy CFOs 

This roundtable will explore the behind the scenes influence deputies have on shaping the board’s perception of the finance function. We’ll examine strategies for creating board ready materials that connect financial detail to a compelling strategic narrative, and how to anticipate tough questions to help prepare your CFO and business leaders with confidence. 

We will also highlight how deputies can translate board exposure into readiness for their own future CFO role, learning when to step in, how to add value without overstepping, and how to make board interactions a proving ground for leadership.

Small Group Discussion | Partnering with AI Startups vs. Big Players

Should you partner with AI startups,stick with legacy platforms, or build your own? And when AI touches everything from FP&A to sales reporting, who owns that decision?

In this discussion, we’ll compare notes on how CFOs are evaluating vendors, testing ROI, and deciding where to place their bets with AI. Bring your questions, cautionary tales, and your frameworks – and leave with insights to help you stay ahead of the curve.

Networking Lunch

Small Group Discussion | From Back Office to Business Partner: Scaling Teams & Systems That Last

As your company grows, your finance function has to scale with it. How are you structuring your team to go beyond reporting and start influencing decisions? Let’s talk hiring, upskilling, and defining what a "strategic" finance function looks like when you're still growing fast.

From systems and tools to data and reporting, the infrastructure you build early will shape how fast and how smart your company can grow. We’ll compare how CFOs are balancing speed with scalability, and building finance functions that evolve with the business. 

Networking Break

Mainstage Session | Leading Through Transition: How to Manage Change & Evolution

David Joseph, Chief Financial Officer, Cornelis Networks

Gillian Munson, Chief Financial Officer, Vimeo

Moderator: Blake Williams, VP of Finance, Head of FP&A,  NextRoll, Inc.

Change is inevitable and as CFO, you’re often the first to see it coming and the one everyone looks to when it lands. Whether its leadership transitions, an M&A event, or a tough funding environment, early-stage CFOs are often at the center of it all.

We’ll dive into the human and operational sides of navigating transition. How to keep teams aligned when emotions run high, and how to communicate, lead, and stabilize your company while keeping business objectives on track.

Closing Reception