Plan your year with us
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.
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Speaker: Mike DeSantis (Insight Partners)
This discussion explores investor relations, communications, and the power of storytelling—from fundraising and investor engagement to recruiting and team building. Topics will include how public- and private-market investor meetings differ, the CFO’s role in shaping the company’s narrative, philosophies on financial guidance, communicating difficult news, and the qualities that distinguish a great CFO from an investor’s perspective.
Speakers: Patrick Rowan & Matt McCloskey (Spencer Stuart)
The CFO role is being redefined in real time. In this session, we’ll discuss how AI is reshaping finance organizations, talent, and leadership, with practical frameworks for building a finance function that can scale alongside the business.
Speakers: Zack Levine (Head of US, Canada, Israel at Checkout) & Tom Janofsky (CTO at SpotHero)
AI is reshaping the relationship between CFOs, CTOs, and CROs—and increasing the importance of genuine alignment among them.
This candid, practical session will explore where these leaders naturally reinforce one another, where tensions emerge, and what gets in the way of trust. Panelists will address competing priorities, AI-driven changes to SaaS economics, pricing and packaging, resource allocation, risk, accountability, and the challenge of turning shared ambition into coordinated action.
Attendees will leave with practical approaches for improving cross-functional decision-making, creating shared metrics, navigating disagreement, and building the trust required to lead through rapid change.
Speakers: Michael Horoho & Emily McIntosh (FTI Consulting)
Work through real AI governance trade-offs on risk, accountability, and cost, drawing on what we're seeing across the market. Leave with practical actions to bring back to your board, shaped by the collective experience in the room.
Speakers: Caitlin Hauser (Rithum), David Friend (Quantum Metric), Tom Cervino (Aptean)
Hear directly from CFOs who have built and deployed AI tools within their finance organizations. They’ll share what they built, the business challenges addressed, implementation lessons, investment considerations, and the measurable impact delivered.
Speaker: Hilary Gosher (Insight Partners)
Gain an investor's perspective on today's AI landscape and what it means for capital allocation, fundraising, competitive positioning, and long-term financial strategy.
Speakers: Omer Ipekci (FTI Consulting) & Carina Moran (Insight Partners)
Reflect on the program's key themes, share final takeaways with the cohort, and leave with clear actions to apply over the next 90 days while strengthening the network built throughout the program.
August 12: Technical Excellence
In this session, we will set the foundation with instructor led workshops on accounting principles, data & analytics, and financial modeling.
Executive Vice President, Marketing Center of Excellence
Vice President, IGNITE
Executive Vice President, Sales & CS Center of Excellence
Principal, Diligence & Growth Strategy
Executive Vice President, Marketing Center of Excellence
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Senior Executive Director, SG360
Senior Executive Director, SG360
Senior Executive Director, SG360
Senior Executive Director, SG360
Senior Executive Director, SG360
Senior Executive Director, SG360
Senior Vice President, Executive Talent
Insight Partners
Managing Director
FTI Consulting
Managing Director
Insight Partners
Partner, CFO & Private Equity Practices
Spencer Stuart
Managing Director
Insight Partners
Senior Managing Director
FTI Consulting
Corporate Finance Talent Development
FTI Consulting
Partner, CFO & Private Equity Practices
Spencer Stuart
Chief Technology Officer
SpotHero
Head of US, Canada & Israel
Checkout.com
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Curated perspectives to ground the discussion and ensure a shared baseline going into the session.
Session materials covering operating models, data foundations, reporting architecture, and applied AI use cases.
Practical templates, models, and reference frameworks to help you design and scale a modern finance organization.
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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.
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.
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