Webinar

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INVITE-ONLY • 2025-26
The Insight CFO Program

Designed to build a collaborative, high-impact, learning community, this 12-month program equips CFOs from our portfolio companies with the tools, insights, and relationships necessary to drive outsized enterprise value and long-term success.

This program is designed for a cohort of fewer than 15 participants, with subgroups to foster connection, discussion, and shared learning. Workshops and group presentations are at the heart of the experience, and each person’s voice truly matters. Your presence brings unique value—not just to your own experience, but to the richness of the group. We ask you to attend every session so we can all learn, grow, and build together.
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.

Webinar

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Let’s Get Started

CFO Accelerator: Value Creation Workshop & CPE Credits

Learn more about the advanced, hands-on workshop for CFOs focused on four levers of value creation: accelerating organic growth, guiding business-model shifts to recurring revenue, running data-driven cost transformations, and executing buy-and-build strategies.

Through cases and practical tools, participants will pressure-test growth levers (pricing, churn, sales productivity), apply SaaS metrics (ARR, NRR, Rule of 40) where relevant, and build a CFO playbook that balances near-term margin with long-term scalability. We also cover integration governance, synergy realization, and working-capital discipline to sustain value creation and exit readiness.

Attendees leave with decision frameworks, dashboards, and prioritization methods they can use immediately with GTM and operating teams.


LEARN MORE

Module #2 Agenda

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

  • 8:15 - 9:00 AM; Networking & Breakfast
  • 9:00 - 9:45 AM; Kickoff: From Strategy to Build
  • 9:45 - 11:00 AM; Reporting Architecture & Metrics Design
  • 11:00 - 11:15 AM; Break
  • 11:15 AM - 12:45 PM; Operating Model & Free Cash Flow Mechanics
  • 12:45 - 1:30 PM; Lunch
  • 1:30 - 3:00 PM; AI in Finance – Practical Deployment
  • 3:00 - 4:00 PM; Data & Systems Leadership
  • 4:00 - 4:15 PM; Break
  • 4:15 - 5:00 PM; Investor Perspective: What “Good” Finance Infrastructure Looks Like
  • 5:00 - 6:00 PM; Closing Networking & Wrap-Up

Register for our CFO Summit on November 13 in New York City

join a curated group of finance leaders from our portfolio for our 2025 CFO Summit in NYC. Over the course of a day, we will cover the most pressing financial trends shaping software companies today — from exit readiness to the rise of AI in finance — through candid conversations and tactical presentations with fellow portfolio CFOs and our team of experts. You’ll gain actionable insights on navigating operational hurdles, bolstering leadership effectiveness, and evolving the CFO role for the future.

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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Event Schedule

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  • 9AM - 10 AM PST

    Welcome and Introductions

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  • 9AM - 10 AM PST

    Plenary Session

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  • 9AM - 10 AM PST

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

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  • 9AM - 10 AM PST

    Welcome and Introductions

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Curated by

Jared Brickman

Senior Director, Onsite Marketing (COE)

Jared joined Insight Partners in 2022 where he focuses on AI and GTM. Ultimately, he supports portfolio leaders with the best practices, tools, and hands-on guidance to help Insight's ScaleUp companies achieve unprecedented speed, capacity, and capability in GTM execution using AI.

Before joining Insight Partners, Jared worked at a leading banking AI startup where he directed an account-based marketing initiative that doubled bookings, tripled average contract value, and secured deals with four of the top 40 U.S. banks within the first year. Prior to that, he launched a demand generation program at a drone AI startup, resulting in a twofold increase in the company’s annual revenue.

Jared is based in Raleigh, NC with his wife and son, all of whom enjoy hiking, biking, kayaking, and traveling the world together.

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

Quarterly Sessions

  • Event 1

    Module #1 • November 12

    Enterprise Value Creation

    Value creation strategy, operationalize the value creation plan, real-life case studies.


  • Event 2

    Module #2 • February 11

    Technical Excellence for Finance Leaders

    Metrics that matter, complex financial modeling, data and analytics, AI transformation.


  • Event 3

    Module #3 • May 12

    Capital Markets and Value Capture

    Managing balance sheets, capital markets, exit readiness, AI adoption in the oCFO.


  • Event 4

    Module #4 • September 23

    Influence & Executive Leadership

    Building a world class org, cross functional leadership, and peer-led AI knowledge share.


Our Sponsors

Proudly Supported By Our Sponsors

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CFO Cohort

Get to know the 2025-26 CFO Program cohort participants

Speakers



Moderators & Case Writers



Facilitators

FAQs

  • Who attends The CFO Program?

    The CFO Program is invite-only and exclusively for Insight Partners portfolio company CFOs and senior finance leaders to attend. Attendance is only for individuals that have been nominated by the CEO of the company and directly invited by Insight Partners.

  • Where and when do the meetings take place?

    The program's quarterly meetings take place in mid-town New York City. You'll receive specific location details and instructions once your registration is complete. Sessions take place November 2025, February 2026, May 2026, and September 2026. A special graduation event will be held after the main session in September 2026.

  • Are there any important details for transportation and accommodation?

    Attendees are responsible for their own transportation and accommodation. If you're traveling in for the events, we recommend The Knickerbocker Hotel NY and Sofitel New York. Please call the hotel directly for the Insight preferred rates.

  • Are there additional CFO resources provided by Insight Partners?

    We encourage all finance leaders of Insight Partners portfolio companies to join our digital GO portfolio network. Once you're signed up, you'll be able to access our community groups, events calendar, partner discounts, and content library.

  • Who can I contact for additional questions?

    Please reach out to InsightCFOs_Program@insightpartners.com for any questions or requests about The CFO Program.

VENUE

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VENUE

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Why attend and participate?

Upcoming In-Person Events hosted by Insight Partners

CFO Accelerator: Value Creation Workshop

Learn more about the advanced, hands-on workshop for CFOs focused on four levers of value creation: accelerating organic growth, guiding business-model shifts to recurring revenue, running data-driven cost transformations, and executing buy-and-build strategies.

Through cases and practical tools, participants will pressure-test growth levers (pricing, churn, sales productivity), apply SaaS metrics (ARR, NRR, Rule of 40) where relevant, and build a CFO playbook that balances near-term margin with long-term scalability. We also cover integration governance, synergy realization, and working-capital discipline to sustain value creation and exit readiness.

Attendees leave with decision frameworks, dashboards, and prioritization methods they can use immediately with GTM and operating teams.

DOWNLOAD

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Event Video

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