Webinar

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INSIGHT CFO PROGRAM • MODULE #1

November 12: Enterprise Value Creation

Our debut cohort session will focus on value creation strategy, operationalizing the value creation plan, and real-life case studies. Please be sure to have this held on your calendar.
Webinar

HR Open Forum: Looking Back, Looking Ahead

Let’s Get Started

Join talent acquisition, HR advisory, and DE& leaders from across the Insight portfolio for our end-of-year Open Forum.

In this session, attendees will be invited to share strategies and tactics that worked well this past year, issues that are still keeping them up at night, as well as top priorities for the year ahead.

We encourage you to submit potential topics and questions you would like to discuss with your portfolio company peers upon registration. Attendees will then be able to upvote in real time on the topics they would like to discuss during the session.

Module 2 of 4

Technical Excellence for Finance Leaders

Building on the Value Creation Strategies session, this module focuses on how to design, build, and scale the finance infrastructure that supports and enables those strategic roadmaps. The day centers on the technical building blocks of a modern finance organization—operating models, reporting architecture, data foundations, and practical AI deployment—brought to life through real examples, peer discussion, and investor perspective.

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Plan your year with us


Stay up to date on our event schedule, be the first to hear on a particular event and to register your interest, fill in the form to select which events you’d like to stay up to date on and we’ll add you to our mailing list.

Through quarterly in-person sessions in NYC, events, content, and mentorship, selected CFOs will receive exclusive access to this bespoke training program to ScaleUp as a leader.

  • Advance Your Expertise: through in-person workshops, expert-led sessions, and curated content
  • Earn Recognition: receive an Insight CFO certification —a powerful personal brand asset—along with CPE credits for relevant professional credentials
  • Join a Top Tier Peer Network: gain membership in a trusted community of experienced CFOs, rising stars, and investor-backed finance leaders
  • Gain Access to World Class Investors: benefit from increased visibility with Insight MDs and investment teams to unlock career paths across the broader portfolio

Details

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  • A 1.5 day, in-person summit for Rev Ops leaders across Insight's portfolio
  • Speakers include your portfolio peers and Insight COE leaders
  • Sessions and workshops will feature a mix of topics on GTM strategies and actions to take to drive improvements and execution in the current economic environment
  • You will return to work with IRL application on key topics, new peer relationships, and strategic guidance for your company

Schedule

  • 12 PM

    Welcome and Introductions

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  • 01 PM

    Plenary Session

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  • 02 PM

    Roundtable Discussion: “What Makes an Effective Virtual Event?”

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Agenda: February 11​

  • 8:15 - 9:00 AM

    Networking & Breakfast

  • 9:00 - 9:45 AM

    Kickoff: From Strategy to Build

    What it actually takes to operationalize the CFO agenda
    • Why finance execution—not strategy—is now the bottleneck
    • Common failure modes in scaling finance functions
    • Objectives and working norms for the day

  • 9:45 - 10:45 AM

    Reporting Architecture & Metrics Design

    Turning raw data into decision-grade reporting
    • Designing reporting that scales with the business
    • Aligning equity narratives, internal metrics, and operating reality
    • Small-group work: diagnosing common reporting breakdowns

  • 10:45 - 11:00 AM

    Break

  • 11:00 AM - 12:30 PM

    Operating Model & Free Cash Flow Mechanics

    How finance models actually work under the hood
    • Driver-based operating models in practice
    • EBITDA-to-FCF bridges: mechanics, assumptions, and pitfalls
    • Capital allocation tools and trade-offs CFOs face daily

  • 12:30 - 1:15 PM

    Lunch

  • 1:15 - 2:45 PM

    AI in Finance – Practical Deployment

    Where AI fits into real finance workflows today
    • What is production-ready vs. experimental
    • How AI interacts with data quality, controls, and systems
    • Real-world examples across close, reporting, forecasting, and controls

  • 2:45 - 3:00 PM

    Break

  • 3:00 - 4:00 PM

    Data & Systems Leadership

    Designing the finance stack for scale, M&A, and AI
    • Core data architecture choices and trade-offs
    • System design: when to integrate, automate, or replace
    • Peer benchmarking and capability assessment

  • 4:00 - 4:15 PM

    Break

  • 4:15 - 5:00 PM

    Investor Perspective: What "Good" Finance Infrastructure Looks Like

    Moderated discussion with Insight Managing Director Ganesh Bell
    • How investors evaluate finance infrastructure maturity
    • Signals of execution strength vs. hidden risk
    • Implications for capital allocation and AI readiness

  • 5:00 - 6:00 PM

    Closing Networking & Wrap-Up

Quarterly Sessions in NYC

August 12: Technical Excellence

In this session, we will set the foundation with instructor led workshops on accounting principles, data & analytics, and financial modeling.

Speaker 2

Executive Vice President, Sales & CS Center of Excellence

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Speaker 3

Executive Vice President, Sales & CS Center of Excellence

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CHRO LEADERSHIP SUMMIT
NYC 2023

June 19, 2019
10.00 - 15.00
The Roosevelt Hotel in New York, NY

SPEAKERS

  • Ajay Gandhi

    Executive Vice President, Marketing Center of Excellence

  • Alberto Padilla Rivera

    Vice President, IGNITE

  • Alison Sullivan

    Executive Vice President, Sales & CS Center of Excellence

  • Amir Ravandoust

    Principal, Diligence & Growth Strategy

  • Barrie Markowitz

    Executive Vice President, Marketing Center of Excellence

Upcoming Events


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Our Sponsors

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Attendees

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  • Rose Sanders

    Senior Executive Director, SG360

  • Rose Sanders

    Senior Executive Director, SG360

  • Rose Sanders

    Senior Executive Director, SG360

  • Rose Sanders

    Senior Executive Director, SG360

  • Rose Sanders

    Senior Executive Director, SG360

  • Rose Sanders

    Senior Executive Director, SG360

Insight Partners Speakers



Moderators & Case Writers



External Facilitators

FAQ’s

  • When should I fly in? Fly out?

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  • What is the start and end time of the event?

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  • Do I need to book my own accommodation?

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  • Are there COVID-19 precautions in place?

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  • Is anything required of me ahead of the meeting?

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VENUE

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VENUE

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Materials & Resources

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CPE Credits: Technical Excellence for Finance Leaders

A technical, practitioner-led workshop designed to help CFOs and senior finance leaders build durable, decision-grade finance capabilities across data foundations, operating model forecasting, strategic reporting, transformation execution, and AI enablement.

Using a SaaS-oriented case study, participants will define value-driving KPIs and initiatives, map metrics to data and systems (e.g., customer cube and key GTM tools), translate operational drivers into a driver-based three-statement forecast and free cash flow bridge, and produce board-ready reporting and narratives aligned to value creation and exit readiness.

The session emphasizes hands-on exercises, peer critique, and practical artifacts participants can adapt in their own organizations.

DOWNLOAD

Resources & Materials

Participants receive a complete set of practical materials to operationalize the session, including the Technical Excellence for Finance Leaders textbook (PDF), the full workshop presentation, case studies on data and systems foundations, and a hands-on financial model template. Together, these resources provide a clear blueprint for building scalable finance infrastructure, strengthening reporting architecture, and applying AI and data foundations within their organizations.

VIEW RESOURCES
Event Video

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