Actionable Insights For Today’s Finance Leaders

For many, 2020 will be a year that is long remembered. The economy, governments, businesses, and individuals have been severely impacted. With the vaccine rollout, there is now hope of recovery. But the impacts realized have altered areas of the economy and many businesses permanently. Although CFOs have a new hope, they face a new emerging reality.  CFO’s have dual roles to balance. As an operator, CFOs will need to enable their businesses to recover through improved capital and cost structures and leaner operations. As a strategist, they will need to position it to fully seize on new growth opportunities.

In this new reality, which CFOs will succeed?

It will be those who bring an adaptive, forward looking, inclusive leadership style. Those that have an innovative “art of the possible” mindset. Those that are informed capital allocators with a balanced opportunity to risk taking perspective. It will be those who are able to balance their role as operator and strategist. Never have CFOs faced such opportunity for personal growth and success. A New Hope is designed to raise the awareness of CFOs of the new reality they face and how they should respond. It will provide CFOs the opportunity to participate in meaningful peer discussions and be challenged by forward thinking thought leaders. Self-awareness will be raised. New personal insights captured. For attendees, a personal sense of urgency and a path forward will be gained.

The fact is that these sponsors are here because of their ability to meet the needs of CFOs in the most practical sense.  It really is about the “actionable insights” they bring to the table. 
Karyn Egeland, Director, Partner Relations, CFO Leadership Council

Actionable insights

The technology and digital advancements have impacted how finance teams approach their work.  CFOs need to make sure they keep their finger on the pulse with the latest trends that lead to better decision-making tactics for their business.  That is a big reason why we’ve partnered with several leaders in their field for our upcoming 11th annual conference, A New Hope. They’ll have actionable insights at the ready, even featured thought leader sessions.  Finance leaders will have the chance to bring their current issues to the forefront, lean in and find valuable solutions.  

AppZen delivers the world’s leading AI platform for modern finance teams. Starting with business spend, we automate manual process, uncover problems, and optimize decision making for enterprises around the globe, including one-fourth of the Fortune 500. Our platform combines patented deep learning, computer vision, and semantic analysis with intelligence from thousands of online data sources to understand financial transactions in business context and make decisions before those transactions happen. AppZen is a must-have for CFOs and their teams to reduce spend, comply with policy, and streamline process.

AppZen Actionable Insights ~ June 8th (Day 2) 4:00-4:20pmET


In the age of automation, there are 7 key skills that CFOs need their teams to develop to effectively lead their organizations. The CGMA Finance Leadership Program provides a plug and play competency based program to support these skill needs.   By upskilling your teams, this program will help you manage your role stretch and give you more time to focus on getting your business to adapt and thrive.  The Chartered Global Management Accountant (CGMA) is the most widely held management accounting designation in the world with more than 137,000 designees.  It is built on extensive global research to maintain the highest relevance with employers and develop the competencies most in demand.

Click here  to receive our blog on the 7 skills for accounting and finance in the age of automation.  To learn more about the CGMA Finance Leadership Program and our preferential partner options with CFO Leadership Council, please click here.

CGMA Actionable Insights June 7th (Day 1), 1:55-2:25pmET


Softrax provides enterprise level revenue management solutions that fundamentally change the way companies manage, analyze, report, and forecast their revenue. SOFTRAX products work alongside existing infrastructure to automate the entire revenue cycle, from order management through complex billing, contract renewals, revenue recognition, reporting and forecasting.

“New technologies, particularly AI and Machine Learning, are already proving transformative to the modern back office. As the old adage goes: “We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.” We are still fairly early in the adoption wave, but the CFOLC audience should be prepared to capitalize on these excellent opportunities… and they should also be prepared for the added complexity that will come when these technologies meet and exceed their hype. Companies are already facing regulatory concerns as they increasingly shift to AI-powered and subscription-based business models, and legacy systems have struggled to adapt. Fortunately, SOFTRAX can help CFOs to navigate the growing storm and prepare for the coming age of AI.”
Tom Zauli, SVP & General Manager, Softrax 

Softrax Actionable Insights June 8th (Day 2) 2:00-2:20pmET


For high-velocity businesses, Tipalti provides a comprehensive, multi-entity accounts payable solution. Tipalti customers typically wipe out 80% of their payables effort, enabling them to focus on real business.

Every step in the payables process—including self-service onboarding and managing suppliers, processing and approving invoices, executing global payments, and reconciliation—is fully self-contained and backed with integrated AI and machine learning. It’s the ideal upgrade from other AP automation products.  Tipalti’s commitment to being customer-first has culminated in a 98% customer retention rate with brands large and small, including Twitch, GoDaddy, Roku, Twitter, and Headspace.

Tipalti June 7th (Day 1) 4:00-4:20pmET


Vendr is forever changing how companies buy and renew SaaS. With over $300+ million in SaaS purchases across 1,000+ suppliers, the Vendr SaaS buying platform enables the world’s fastest-growing companies to purchase SaaS, without friction and at a fair price. Headquartered in Boston with a second location in Charleston and over 60 employees, Vendr is a privately held company founded in 2019 by Ryan Neu. Read more at

Vendr June 9th (Day 3) 4:00-4:20pmET

“Want to save 20% on SaaS expense? First, you’ll need to get inside the mind of salespeople. From timing the renewal to maintaining optionality throughout the purchase, we’ll give you some tips and tricks to save money on every SaaS purchase.”  
Ryan Neu, CEO, Vendr

Ready to take action?

All of these sponsors will have real solutions & actionable insights available for you –  right at your fingertips on our conference virtual platform.  Can’t attend the entire program?  You’ll have complete access beginning June 2nd and for two weeks after our 11th annual conference, A New Hope, June 7-9, 2021 ends.  


About A New Hope

Our 11th annual CFO Leadership Conference, A New Hope is being held June 7-9, 2021.  A virtual 3-day experience with a theme of breakout energy, forward progress, growth & achievement! This year’s conference is about the initiatives CFOs are taking on as they face off to today’s new reality.  CFOS are moving quickly to position their finance function and company for success. Our conference will bring to you the finance executives who are undertaking these initiatives and executing on them flawlessly with success. They will share their stories in leadership.  Reserve your spot today!

All Conference Sponsors are offering a $49 discount.  Be sure to grab oneClick here to get started.


About The CFO Leadership Council

What began as a personal experiment back in 2006 has evolved into a prominent community, 2000+ members strong, across North America.  The CFO Leadership Council offers both in person and online options featuring expert panelists and interactive sessions that foster meaningful connection and drive practicable outcomes. Our collection of resources, similar to this article, contain pragmatic insights and advice created directly by our members and industry experts.  Recordings of CFOLC webcasts are made available to our current CFOLC Premium & Virtual members. For a full list of programs, visit

Want to Continue the Conversation?

We’d love to hear from you. Post a comment about your experiences or provide feedback below to continue the discussion about how creative leadership in the current climate.  Or contact Kristin Todd, Vice President of Marketing, [email protected].