The Tech Effect: a CFO Leadership Council Recap

What’s on the Minds of CFOs as They Face Greater Challenges and a Sea of Digital Transformation Technologies?

The Silicon Valley Chapter of the CFO Leadership Council hosted a panel on May 26 around “The Tech Effect: How Finance Can Win the Tech Race.”

The discussion panel featured Annie Wayne, CFO at Liongard, Razzak Jallow, CFO at FloQast, Charly Kevers, CFO at Carta, and was moderated by Tipalti’s VP of Finance, Alex Cedro.

The group shared their thoughts on new requirements and advancements in the office of the CFO, how they go about researching and evaluating new solutions, their stance on ROI studies, implementation challenges in deploying their tech stacks, and projections on a potential recession.

Key takeaways

  • Involve others cross-functionally to build consensus and perspectives
  • Keep it simple: Narrow your scope and reduce scope creep
  • Simultaneously find big problems with potentially short time to value and large, repeatable payback
  • Employee satisfaction and morale are more valuable than ROI
  • CFOs are at the center of the process

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About The CFO Leadership Council

What began as a personal experiment back in 2006 has evolved into a prominent community, 2000+ members and 28 chapters strong, across North America.  The CFO Leadership Council, now part of the Chief Executive Group community, 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


About CFOLC Membership

The CFO Leadership Council is a community dedicated to empowering our members to grow and thrive. We  provide insights needed to overcome any challenge a CFO may face and meaningful connectivity to a dynamic community of peers in a way that is most convenient and beneficial. Who are our members?  CFOs, Senior Vice Presidents, Vice Presidents of Finance, Director of FP&A, CAO, Controllers, Directors of Finance, and other senior financial leaders make up our membership and are invited to join.  Start connecting today at