Join us for an exclusive gathering on November 6 in Boston!
This exclusive event for CFOs, finance leaders, and investors in technology companies will offer a day filled with invaluable insights, practical strategies, and meaningful networking opportunities tailored to succeeding in the evolving technology market. Additionally, attendees can earn CPE credits throughout the day.
The Tech Finance Symposium is not just any event; it’s a premier gathering that attracts speakers and attendees from across the country who are leaders in their field. Sessions delve into pressing issues facing CFOs today, with topics ranging from trends in SaaS and AI to managing financial risks and creating opportunities to meet the evolving dynamics of the tech industry.
Previously featured speakers have included:
- Aaron Harris, Chief Technology Officer, Sage
- Steve Papa, Founder and CEO, Parallel Wireless
- Sindy Wilson, Advisor, Former CFO, Kickstarter
- Jeff Epstein, Operating Partner, Bessemer Venture Partners
- Armita Rostamian, Chief Financial Officer, Vagaro
Don’t miss this opportunity to connect with industry leaders, innovators and professionals in the technology industry.
Full agenda coming this fall!
Space is limited.

2025 Technology Finance Symposium - West
The symposium took place on April 23 in San Francisco, bringing together CFOs, finance leaders, and tech investors for an extraordinary event. With iconic views and valuable insights, the day was truly special.
Intended audience
CFOs, Senior Finance Leaders and Investors in technology companies with an emphasis in SaaS, AI, and Cloud.
Information about CPE eligibility
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.
A certificate of completion will be emailed to you four to six weeks after the event.
Level: Basic
CPE credit: up to four (4) hours total credit
Field of study: Specialized knowledge
For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.
Baker Tilly Advisory Group, LP is registered with the National Association of State Boards of Accountancy (NASBA) 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