CFO Leadership Conference: West

Marriott Phoenix Resort Tempe at the Buttes
Phoenix, AZ | October 2 – 4

“This group is the most practical and valuable investment I’ve made in my professional growth. Truly, what an honor to be affiliated.”

Margaret Fitzgerald
CFO, Allied Printing Company, Inc.

Thank you to our 2023 Sponsors


NetSuite, Everything You Need to Grow – All in One Place

As the first cloud ERP system, NetSuite helps more than 33,000 customers gain the visibility, control and agility to build and run a successful business. With an integrated system that includes ERP, financials, commerce, inventory management, HR, supply chain, CRM and more – NetSuite enables businesses of all sizes and across all industries to work more effectively by automating core processes and providing real-time insights into operational and financial performance.

It’s better under the umbrella

The Travelers Companies, Inc. (NYSE: TRV) is a leading provider of property casualty insurance for auto, home and business. A component of the Dow Jones Industrial Average, Travelers has more than 30,000 employees and generated revenues of approximately $37 billion in 2022. For more information, visit

The all-in-one finance platform you can bank on.

Rho is the all-in-one financial platform organizations can bank on. With corporate cards, expense management, AP, banking, and treasury in one integrated platform, Rho equips lean finance teams and leaders with the technology they need to drive greater efficiency and control over how money moves in and out of their organizations.


The no-brainer SaaS buying platform that pays for itself

Vendr is forever changing how companies find, buy, renew and manage SaaS. With over $1.9 billion in SaaS purchases across 2,500+ suppliers, the Vendr SaaS buying platform enables the world’s fastest-growing companies to purchase SaaS, without friction and at a fair price.
Vendr’s expert buyers work as an extension of your procurement team to identify material cost savings for all of a company’s net-new software purchases and renewals. Organize your suppliers in one system of record to work more efficiently.
Tax compliance done right

Why burden your business with something as complex and tedious as tax compliance when it can be solved with software in the cloud? At Avalara, we live and breathe tax compliance so you don’t have to.

Transform how you see, plan and lead your business with our Connected Planning Platform.

Anaplan is a leading SaaS company, transforming how enterprises see, plan, and drive business performance. Our platform lets customers model “what-if” scenarios, contextualize current performance in real time, and forecast future outcomes for more confident decisions. With market volatility, leaders must connect strategy and plans to actions and results dynamically. Embracing change, Anaplan customers gain agility to rapidly pivot, redeploy resources, and optimize for growth, efficiency, demand, and profitability. With Anaplan, you equip teams to overcome obstacles and seize opportunities.

Control all your spend in one unified platform

Brex is the first fully unified global spend platform — with corporate cards, expense management, reimbursements, bill pay, and travel, all in one place. Brex makes it easy for finance teams and founders to manage every aspect of global spend at scale by empowering their employees anywhere to make better financial decisions. Empower is supported in more than 120 countries and used by businesses across a broad range of industries, from startups to enterprises.
Behold the Power of Business Spend Management

Coupa Software is the cloud platform for business spend management (BSM). Coupa empowers companies around the world with the visibility and control they need to spend smarter and safer. One cloud platform to manage all your transactions across procurement, payments, and supply chain.

Coupa is the leading procure-to-pay solution according to top industry analysts.

Empower Your Team to Drive Financial Success

Our products help Finance and Accounting plan, close, and report with speed and accuracy; Human Resources build winning people strategies; Marketing plan for and deliver more business value; and others across the business thrive in any environment.

The Capital ESOP Group’s mission is to provide confidence that your financial affairs are being looked after. In addition to advising owners and families of privately held businesses on tax-efficient exit strategies for monetizing their business, we are committed to providing comprehensive post-exit financial planning. Our team draws upon the heritage of UBS, the world’s largest wealth management firm, built on a 160-year tradition of serving some of today’s wealthiest individuals and families.


Save up to 30% on your SaaS stack. Or get your money back.

Spendflo is a unified SaaS buying and management solution that enables high-growth businesses to buy, renew, and manage SaaS subscriptions – saving them ~29% in spend, 100+ hours managing contracts, and ensuring 4x faster procurements. Today, leading companies like Airmeet, DerbySoft, Hasura, Crownpeak, ChurnZero, Drip, 4G Clinical, and Wodify trust Spendflo to be their strategic SaaS spend management partner. 

We handled it.

For high-velocity businesses, Tipalti provides a comprehensive, multi-entity accounts payable solution. Tipalti customers wipe out 80% of their payables effort, enabling them to focus on business strategy. It’s the ideal upgrade from other AP automation products. Tipalti maintains its 98% customer retention with over 1000 customers.

Business travel & expense management. Solved.

Navan is the all-in-one solution that makes travel easy so you can focus on being there, not getting there. Say goodbye to spending hours on the phone trying to change your flight or saving stacks of receipts to manually input expenses. From EAs and finance teams to travel managers and employees, Navan empowers people to focus on the things that matter most to them—all while providing companies with real-time visibility, savings, and control. Learn more at

Modern Spend Management

Airbase modern spend management combines accounts payable automation, expense management, and corporate cards. It’s the best way to control spending, close the books faster, build a culture of compliance, and make teams more productive. The platform brings efficiency to approvals, accounting, and payments. It’s a guided procurement experience everyone loves.

Building Leaders of Character

Thayer builds leaders who transform teams and organizations into agile learning environments by transcending traditional approaches to leader development.

Cloud P2P Automation. Easy. Powerful. Smart.

Yooz provides the smartest, most powerful and easiest-to-use cloud-based Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed and security with affordable zero-risk subscriptions to more than 4,000 customers and 200,000 users worldwide.

Yooz’s unique solution leverages Artificial Intelligence to deliver an amazing level of automation.

Visit us on

We close early.

Fluence Technologies puts control in the hands of finance and accounting teams so they can close faster, report with confidence, and do more with less.

Only the Fluence financial close, consolidation, and report management platform delivers an enterprise-grade, out-of-the-box solution for modern, high-growth companies. Truly cloud-based and finance-owned, Fluence’s no-code approach means accelerated time to value and immediate adoption.

Welcome to Fluence where we close early.

The ultimate platform for modern finance teams

Ramp is the world’s first finance automation platform designed to save you time and money. Ramp beautifully reimagined corporate cards, expense management, and accounts payable, so you can control spend, eliminate busywork, and empower teams. Say goodbye to expense reports, pay vendors in record time, and automate finance tedium all while saving an average of 3.5% and closing your books 8x faster.

Your Bottom Line is Our Top Priority

Tropic is a cost-savings platform that automatically finds ways to reduce and control costs. By combining procurement workflows, supplier management, and benchmark data together in one place, Tropic makes savings opportunities easy to find and act on.Tropic’s platform and negotiation services are built on the industry’s largest, bias-free supplier database. This dataset gives modern businesses more power than ever in their purchasing processes.Since its founding in 2019, Tropic has built a team of 200+, analyzed more than 15,000 suppliers, and managed billions of dollars in spend for companies like DocuSign, Notion, and Zapier.

The data analytics and process automation experts

Capitalize Analytics is a leading provider of flexible, easy-to-use, business-centric technology solutions and consulting services. We know that every finance organization is unique and there is no “one size fits all approach” to solve your complex challenges. By empowering finance teams and their processes with the right technology, we have dedicated ourselves to building lasting partnerships and driving value to our 1,000+ Office of Finance clients over the past 15 years.

Align company-wide planning on a single platform

Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics are built with artificial intelligence and machine learning at the core to help organizations around the world embrace the future of work. Workday is used by more than 10,000 organizations around the world and across industries.

True Confidence for a Regulated World

Sovos provides businesses with the confidence needed to navigate an increasingly regulated world. Offering a modern, IT driven response to compliance, Sovos’ solutions are scalable, reliable and secure and provide a great user experience. Sovos has more than 100,000 customers, including half the Fortune 500, as well as businesses of every size operating in more than 70 countries. The company’s cloud-based solutions integrate with a wide variety of business applications and government compliance processes

Becker’s vision is to empower people globally to advance their careers through a lifelong partnership of superior professional education.

For more than 60 years, we have believed each of our life experiences and backgrounds enrich the value we bring to work each day — informing, influencing and creating a culturally competent workplace. This belief guides us to elevate engagement, increase representation and equalize opportunities to thrive. Becker is committed to raising awareness and expanding the impact of diversity, equity, belonging and inclusion (DEBI) in our workplace, the profession, the community and beyond. We do this every day by building awareness around the broad range of careers within the industry, emphasizing the importance of professional designations and empowering students of all backgrounds with the support and resources needed to reach their career aspirations.

Ambitious finance leaders use Prophix to drive progress. By improving the speed and accuracy of decision making, Prophix’s Financial Performance Platform elevates the talents of finance teams to do their best work. Crush complexity, reduce uncertainty, and illuminate insights with access to best-in-class AI insights and planning, budgeting, forecasting, reporting, and consolidation functionalities. Prophix is a private company, backed by Hg Capital, a leading investor in software and services businesses. More than 2,500 active customers across the globe rely on Prophix to achieve organizational success. Additional information at

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