Technology Finance Symposium
Ignite your innovation at the Technology Finance Symposium, hosted by Baker Tilly on April 23 in San Francisco.
This exclusive event for CFOs, finance leaders, and investors in technology companies offers a day filled with iconic views, invaluable insights, and meaningful networking opportunities tailored to succeeding in today's rapidly-evolving environment - all while earing CPE throughout the day!
The symposium will feature:
Topics delivered by leaders from across the tech sector:
- The future of artificial intelligence (AI) in finance
- Evolving role of the CFO
- First-look and analysis of 2025 performance metrics benchmarks
- Merger and acquisition (M&A) and initial public offering (IPO) landscape and predictions
- CFO’s monetization considerations and strategies for embedded generative artificial intelligence (GenAI)
- Mastering software-as-a-service (SaaS) metrics for informed decision-making
And conversations about:
- Navigating the current funding environment
- Importance and tactics of strong financial reporting
Our featured speakers include:
- Aaron Harris, Chief Technology Officer, Sage
- Jeff Epstein, Operating Partner, Bessemer
- Ray Rike, Founder and Chief Executive Officer, BenchmarkIT
- Laura Nadler, Chief Financial Officer, OnePay
- Mark Orttung, Chief Executive Officer, Projectworks
- Eric Hilton, Principal, Sorenson Capital
- Travis Drouin, Principal, Baker Tilly
- Chris Price, Principal, Baker Tilly
... and more to be announced soon!
Event timeline
- 8:15 a.m. - 9 a.m.: Breakfast and check-in
- 9 a.m. - 12 p.m.: Learning sessions and panel discussion
- 12 p.m. - 1:30 p.m.: Networking lunch
- 1:30 p.m. - 5 p.m.: Learning sessions and panel discussion
- 5 p.m. - 6 p.m.: Cocktail reception
Don’t miss this opportunity to connect with industry leaders, innovators and professionals in the technology industry.
Full agenda coming soon!
Space is limited - Request your spot today!
Thank you to our symposium sponsors
View highlights from our SaaS Finance Symposium in New York!
The Historic Klamath
A unique venue, superbly situated on San Francisco's stunning waterfront.
Who should attend
CFOs, Senior Finance Leaders and Investors of technology companies with an emphasis in SaaS, AI, and Cloud
Information about CPE eligibility
There are no prerequisites for this symposium, and advance preparation is not required. There is no cost to attend this symposium.
A certificate of completion will be emailed to you four to six weeks after the event.
CPE credit: Up to Six (6) hour total credit
Level: Basic
Field of study: Specialized knowledge
CPE host: Shannon Gnesda
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.
Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: nasbaregistry.org.
Our symposium leaders
