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2025 CFO Summit

Designed exclusively for finance leaders from Insight Partners portfolio companies, this intimate one day summit explores the evolving challenges and opportunities shaping financial teams today—from IPO and M&A readiness to the cutting edge of AI tools. 

This is a great opportunity to engage with aligned peers, advisors, and Insight experts in a series of panels and working sessions built around the most pressing business issues of 2025.

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Roundtable

CFO Summit 2025

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Join us for an insightful webinar where we delve into the critical aspects of managing hosting costs within a modern SaaS company. This session will explore strategies for cultivating a cost-conscious culture within the R&D organization. Gain valuable insights into providing teams with visibility into the direct impact of their work on cloud costs, and discover common areas where costs can be optimized. Uncover the nuances of avoiding common mistakes that inadvertently escalate hosting expenses. Whether you're shaping the strategic direction of your organization or deeply involved in day to day cloud operations, don't miss out on this opportunity to enhance your understanding and drive impactful cost management practices in the world of modern cloud architecture.

Webinar

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Let’s Get Started


Session Goals

This one day workshop provides a crash course to AI excellence for portfolio company CEOs.

  1. Clarify Strategic Impact: Align on specific revenue-growth and margin-improvement targets (your “rule-of-X”).
  2. Build Technical Fluency: Gain hands-on experience with agent platforms and understand real-world deployment pattern.
  3. Embed Change Leadership: Define the CEO’s role in driving AI literacy, culture shifts, incentives, and accountability.
  4. Design AI-First Structures: Map out pod roles, reporting lines, governance checkpoints, and ethical guardrails.
  5. Generate High-Impact Playbooks: Develop both R&D-centric growth pilots and cross-functional efficiency labs.
  6. Ensure Execution Discipline: Create a concrete, time-bound roadmap with milestones, peer check-ins, and AI-powered tooling.

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

Agenda

  • 9:00 AM

    Registration & Breakfast

    Check in and meet your fellow finance leaders over coffee and morning bites.

  • 9:30 AM

    Opening Remarks

    Setting the tone. Insight Managing Director Hilary Gosher kicks off the summit with a look at the evolving role of the CFO in the age of AI. Explore how technology, leadership, and strategic thinking are reshaping the finance function and what this transformation means for today’s executive teams.

    Speaker: Hilary Gosher (Managing Director)

  • 10:00 AM

    From the Board: What Makes a Great CFO

    Inside the boardroom. Insight Partners MDs share candid perspectives on what they expect from today’s CFOs. The discussion highlights how financial leaders can build trust, influence strategy, and deliver impact beyond the numbers.

    Speakers: Anika Agarwal (Managing Director), Krishnan Sastry (Managing Director), & Peter Segall (Managing Director). Moderated by Isabela Peralta (Vice President)

  • 10:45 AM

    CFO IRL: Communicating with the Board & Telling the Company Story

    Master the art of narrative finance. CFOs and board members share how to craft compelling narratives that connect financial results to vision and strategy. Hear firsthand how to communicate with confidence in the boardroom and inspire alignment across stakeholders.

    Speakers: Scott Almeida (CFO, Recorded Future), Thomas Krane (Managing Director) & Julia Murphy (Principal). Moderated by Kuran Malhotra (Senior Associate)

  • 11:30 AM

    Lunch with Anthropic

    Lunch, learning, and AI in finance. Join Anthropic for an interactive lunch discussion on how AI is transforming the finance function. Hear how CFOs are using AI to drive smarter decisions, greater efficiency, and stronger data-driven insights, and connect with Insight investors, portfolio managers, and fellow finance leaders shaping the next wave of growth.

    Speaker: Jeff Boes (GTM, Anthropic)

  • 12:15 PM

    Efficient Capital Allocation

    Fuel growth with discipline. Explore how CFOs drive smarter and more strategic capital allocation. The conversation covers how to balance ambition with accountability to maximize returns, accelerate innovation, and sustain long-term success.

    Speakers: Luke Schaeffer (Senior Managing Director, FTI Consulting), Byron Lichtenstein (Managing Director), & Roxi Wen (Operating Partner). Moderated by Tara Moore (Insight Partners)

  • 1:00 PM

    Metrics that Matter

    The numbers that move the needle. A look at how CFOs identify and track the metrics that truly drive performance and transform data into clarity and action. Insight case studies showcase how the right data and structure can create transparency, sharpen decision-making, and align the business around what matters most.

    Speakers: Rex Tessendorf (CFO, CivicPlus), Anush Newman (CEO & Co-Founder, JMAN Group), & Toby Waterworth (Project Lead, JMAN Group). Moderated by Winnie Aoieong (Senior Vice President)

  • 1:45 PM

    Data and AI for the CFO

    AI buzz turns business impact. Discover how finance teams are actually implementing AI to streamline reporting and supercharge decision-making. Case studies reveal what it takes to move from aspiration to execution.

    Speakers: Ben Freeman (CEO and Co-Founder, Omnea) & Michael Gordon (Former CFO/COO, MongoDB). Moderated by Thomas Norris (Principal)

  • 2:30 PM

    CFO IRL: Exit Readiness

    Lessons from the finish line. A practical, behind-the-scenes conversation on how to prepare for an exit. The session covers what strong preparation looks like, how to anticipate challenges, and the key steps that help avoid common pitfalls along the way.

    Speakers: Rick Russo (CFO, CentralReach). Moderated by Hilary Song (Senior Associate)

  • 3:15 PM

    Driving C-Suite Alignment

    Lead from the center. An engaging, conversational session focused on how CFOs unite the executive team around shared financial and strategic priorities. The discussion explores real-world challenges in achieving alignment, from competing objectives to shifting market dynamics, and highlights how clear metrics and shared performance goals can foster trust, clarity, and collaboration across the C-Suite.

    Speaker: Scott Engler (CEO, Sync Exec Partners)

  • 4:00 PM

    Networking (Happy Hour)

    Unwind with fellow attendees over cocktails and conversation.

  • 6:00 PM

    Wrap-Up 

    We encourage you to continue networking by registering for an event hosted by a fellow portfolio company, which you can learn more about in the FAQ below.

Agenda

  • 9:00 AM

    Registration & Breakfast

  • 9:30 AM

    Opening Remarks

    Setting the tone. Insight Managing Director Hilary Gosher kicks off the summit with a look at the evolving role of the CFO in the age of AI. Explore how technology, leadership, and strategic thinking are reshaping the finance function and what this transformation means for today’s executive teams.

  • 9:45 AM

    The View from the Board

    Inside the boardroom. Insight Partners MDs share candid perspectives on what they expect from today’s CFOs. The discussion highlights how financial leaders can build trust, influence strategy, and deliver impact beyond the numbers.

    Speakers: Anika Agarwal (Managing Director), Krishnan Sastry (Managing Director), & Peter Segall (Managing Director). Moderated by Isabela Peralta (Vice President)

  • 10:30 AM

    Data and AI for the CFO

    AI buzz turns business impact. Discover how finance teams are actually implementing AI to streamline reporting and supercharge decision-making. Case studies reveal what it takes to move from aspiration to execution.

    Speakers: Mike Berry (CFO, MongoDB) & Ben Freeman (CEO and Co-Founder, Omnea). Moderated by Thomas Norris (Principal)

  • 11:30 AM

    Lunch and Networking

    Connect, recharge, and collaborate. A chance to exchange insights, share experiences, and build relationships with Insight Investors, Portfolio Managers, and fellow finance leaders shaping the future of growth.

  • 12:15 PM

    Driving C-Suite Alignment

    Lead from the center. An engaging, conversational session focused on how CFOs unite the executive team around shared financial and strategic priorities. The discussion explores real-world challenges in achieving alignment, from competing objectives to shifting market dynamics, and highlights how clear metrics and shared performance goals can foster trust, clarity, and collaboration across the C-Suite.

    Speakers: Scott Engler (CEO, Sync Exec Partners)

  • 1:00 PM

    Metrics that Matter

    The numbers that move the needle. A look at how CFOs identify and track the metrics that truly drive performance and transform data into clarity and action. Insight case studies showcase how the right data and structure can create transparency, sharpen decision-making, and align the business around what matters most.

    Speakers: Rex Tessendorf (CFO, CivicPlus) & Anush Newman (CEO & Co-Founder, JMAN Group)

  • 1:45 PM

    CFO IRL: Communicating with the Board & Telling the Company Story

    Master the art of narrative finance. CFOs and board members share how to craft compelling narratives that connect financial results to vision and strategy. Hear firsthand how to communicate with confidence in the boardroom and inspire alignment across stakeholders.

    Speakers: Scott Almeida (CFO, Recorded Future), Thomas Krane (Managing Director) & Julia Murphy (Principal)

  • 2:30 PM

    CFO IRL: Exit Readiness

    Lessons from the finish line. A practical, behind-the-scenes conversation on how to prepare for an exit. The session covers what strong preparation looks like, how to anticipate challenges, and the key steps that help avoid common pitfalls along the way.

    Speakers: Rick Russo (CFO, CentralReach). Moderated by Hilary Song (Senior Associate)

  • 3:15 PM

    Efficient Capital Allocation

    Fuel growth with discipline. Explore how CFOs drive smarter and more strategic capital allocation. The conversation covers how to balance ambition with accountability to maximize returns, accelerate innovation, and sustain long-term success.

    Speakers: Byron Lichtenstein (Managing Director) & Roxi Wen (Operating Partner)

  • 4:00 PM

    Networking (Happy Hour)

    Unwind with fellow attendees over cocktails and conversation.

  • 5:00 PM

    Wrap-Up & Depart

Current Speakers

Hilary Headlee

Executive Vice President, Sales & CS Center of Excellence

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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

Speakers

  • Peter Segall

    George Mathew
    MD, Insight Partners

  • Name

    Lonne Jaffe
    MD, Insight Partners

  • Name

    Hilary Gosher
    MD, Insight Partners

  • Name

    Amir Ravandoust
    MD, Insight Partners

  • Amir Ravandoust
    MD, Insight Partners

  • Amir Ravandoust
    MD, Insight Partners

  • Amir Ravandoust
    MD, Insight Partners

  • Amir Ravandoust
    MD, Insight Partners

Our Sponsors

Proudly Supported By Our Sponsors

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Speakers

Attendees

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  • Claudine Lagerholm

    Senior Vice President, Sales & CS Center of Excellence

  • Bryan Powell

    Operating Partner, Talent Center of Excellence

  • Byron Lichtenstein

    Managing Director, Diligence & Growth Strategy

  • Janette Jankowski

    Chief People Officer in Residence, Talent Center of Excellence

  • Helen Hua

    Senior Vice President, Talent Center of Excellence

  • Lucy Leonelli

    Executive Vice President, Talent Center of Excellence

FAQs

  • Is there a cost to attend the CFO Summit?

    There is no cost to attend Insight Partners' CFO Summit besides purchasing your lodging and transportation to/from New York, NY.

  • Who is invited to attend the CFO Summit?

    This is an invite-only conference designed for CFOs and senior finance leaders of Insight Partners' portfolio companies. Please do not share the invite with anyone that does not work at an Insight Partners portfolio company.

  • If I no longer can attend, what should I do?

    If you can no longer attend the conference, please reply to us here or email community@insightpartners.com. Our CFO Summit has very limited attendee spots, so please let us know if you can no longer make it so that we can invite another portfolio leader to take your seat.

  • Are there recommended hotels and transportation details?

    For hotels, we have special rates at these nearby hotels: LUMA Hotel Times Square, The Bryant Park Hotel, Sofitel New York, The Knickerbocker Hotel. Please call and ask for the "Insight Partners special rate" to learn more and book.

    For trains, the Insight NYC HQ is a 20 minute walk from Penn Station and Amtrak's Moynihan Hall. From Grand Central Terminal, it's a 10 minute walk.

    For flights, you can fly to/from John F. Kennedy International Airport (JFK), LaGuardia Airport (LGA), or Newark Liberty International Airport (EWR).

  • What are the networking events following the summit?

    For attendees that would like to continue developing connections, we invite you to join events hosted by fellow portfolio companies after our cocktail reception.

    Omnea's CFO Series: Join this inaugural private gathering designed to foster candid, insight-driven conversations about the evolving partnership between CFOs and CPOs across the ecosystem in an era defined by AI, analytics, and intelligent collaboration. A private coach bus will be available to transport guests directly to the reception venue. Learn more and register here. 

    CFO Dinner: Continue your discussions from the summit at this intimate dinner hosted by Checkout.com and FloQast. Learn more and register here.

  • Are there event partnership opportunities available?

    While we aren't accepting partners for the CFO Summit, we are happy to allow portfolio companies that are part of Insight Partners' GO-to-Marketplace partner program to host a dinner or event as part of the summit. We have limited spots available, so if your company is interested in exploring this further, please email community@insightpartners.com

  • Who should I contact if I have any questions about the event?

    Please email community@insightpartners.com with any questions.

VENUE

Insight's NYC Office

VENUE

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Reviva and Celia Event Space
Event Video

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