Info from CFO Leadership Conference 2021 below.  Info on our 2022 conference coming soon!



June 7-9, 2021

Full session recordings avail to
current CFO Leadership Council members
in your members-only resource library!

Not a member?  Learn more here


CFO Leadership Conference is in collaboration with: 


For more than 20 years, Oracle NetSuite has helped organizations grow, scale and adapt to change. NetSuite provides a suite of cloud-based applications, which includes financials / Enterprise Resource Planning (ERP), inventory management, HR, professional services automation and omnichannel commerce, used by more than 24,000 customers in 203 countries and dependent territories.

Select Promo Code: NetSuite49 at registration for a $49 discount.

Click here to start a conversation with a NetSuite expert now.

Sage Intacct gives leaders of digital-savvy, intelligent organizations the visibility and agility to make the right data-driven decisions at the right time to steer their organizations and people to growth and recovery. As the innovation and customer satisfaction leader with over 20 years of experience as a native cloud financial management system, Sage Intacct is the only solution to earn the top score in Gartner’s Cloud Core Financial Management Suites Lower Midsize Enterprise Use Case for 4 years in a row, is the first and only preferred provider of the AICPA, and is ranked #1 in customer satisfaction by G2. Tightly integrated with budgeting and planning and paired with HR and people software, Sage Intacct enables digital transformation through continuous accounting, continuous trust and continuous insight.

Select Promo Code: Sage49 at registration for a $49 discount.

For some fun Sage Intacct swag, take their brief survey 

Avalara helps businesses of all sizes get tax compliance right. In partnership with leading ERP, accounting, ecommerce, and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, GST, excise, communications, lodging, and other indirect tax types. Headquartered in Seattle, Avalara has offices across the U.S. and around the world in Brazil, Europe, and India. More information at

Download Avalara’s 2021 Sales Tax Changes Report

Select Promo Code: Avalara49 at registration for a $49 discount.


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.

Select Promo Code: AppZen49 at registration for a $49 discount.

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.

Select Promo Code: CGMA49 at registration for a $49 discount.

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. 

Select Promo Code: Softrax49 at registration for a $49 discount.

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.

Select Promo Code: Tipalti49 at registration for a $49 discount.

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

Select Promo Code: Vendr49 at registration for a $49 discount.


Your business is evolving. And the way you plan and report on your business should evolve too. Prophix helps mid-market companies achieve their goals more successfully with innovative, cloud-based Corporate Performance Management (CPM) software. With Prophix, finance leaders improve profitability and minimize risk by automating budgeting, forecasting and reporting and puts the focus back on what matters most – uncovering business opportunities. Prophix supports your future with AI innovation that flexes to meet your strategic realities, today and tomorrow. Over 1,500 global companies rely on Prophix to transform the way they work.

Select Promo Code: Prophix49 at registration for a $49 discount.

Unfortunately, not all companies can hire a General Counsel or a legal department. Although, they need a dedicated team of business-minded go-to legal counsel who knows their business. The answer is Santomassimo Davis LLP’s Outside General Counsel Solution.  Our firm becomes your virtual legal department, and we have deep experience in all of the areas that mid-cap businesses need each day. 

The spectrum of our experience spans the gamut, from contracts to employment law; from managing customer disputes to managing global trademark portfolios; leasing, acquiring and disposing of commercial and industrial real estate; and commercial litigation and trials, to name just a few.  

We have experienced General Counsels with “Big Law” experience who serve sophisticated global companies, and we bring that experience to mid-cap companies with fixed fees and other cost-effective engagements that give clients 24/7 access to the help they need to manage their risk without breaking the bank.  Our team approach is what sets us apart from other firms that claim to offer a similar service.

Select Promo Code: Santo49 at registration for a $49 discount.


A home for forward-thinking accounting teams! FloQast is the leading provider of accounting workflow automation created by accountants for accountants to work smarter, not harder. By automating common accounting workflows and helping to streamline and make them more efficient, FloQast is the place where accounting teams want to work so they can focus on what matters most, even when that’s just going home on time.

Select Promo Code: Floqast49 at registration for a $49 discount.

The perfect blend of technology and service, now arriving!  TripActions is a modern corporate travel and spend solution that combines modern technology with high-end service. The single-platform solution seamlessly manages travel booking, itinerary management, corporate payments and expenses using the latest AI-driven technologies backed by unrivaled global inventory. Seasoned, local travel agents support each client with a mixture of experience and technology, providing a superior grade of proactive, tailored service.

Select Promo Code: TripActions49 at registration for a $49 discount.

Become a sponsor! Opportunities Now Available.

For a copy of our Conference Partner Prospectus, connect with our Director of Partner Relations: 

Karyn Egeland, [email protected]



Karyn Egeland
Director, Partner Relations
[email protected]

Andrea Houlne
Manager, Partner Relations
[email protected]