FALL 2025

Sponsors

October 6-8, 2025

Visionary

Trion, a Marsh McLennan Agency, LLC, is at the forefront of employee health and benefits consulting developing innovative solutions to simplify benefits and reduce healthcare costs. Their comprehensive range of services include employee health and welfare benefits plans, pharmacy practice and coalition, absence management, life, disability and voluntary benefits, captive solutions, strategic communications, and administration solutions. With over 400 clients and more than 1 million lives entrusted to their care, Trion-MMA is a trusted advisor.

Paylocity unifies processes across Finance, HR, and IT so you can automate more work, stay in sync, and build a stronger organization. 

Zone is reinventing the way companies approach back-office excellence, empowering finance leaders and their teams to scale and thrive in today’s dynamic business landscape. Our highly flexible platform enhances out-of-the-box ERP capabilities, offering maximum visibility and control over company operations. Zone’s unified platform spanning complex billing & revenue recognition to AP automation and advanced FP&A reporting is trusted by over 3,000 customers.

Breakout

2X is the global leader in B2B marketing as a service (MaaS), offering a subscriptionbased alternative to traditional marketing models. With on-demand, AI-enabled marketing talent, 2X empowers marketing leaders to scale efficiently without increasing costs. Bringing global expertise, an AI-forward approach, and cutting-edge tools, 2X seamlessly integrates with in-house teams to deliver measurable results. Core services span creative and content production, campaign execution, marketing operations, MarTech management, and strategic advisory—enabling 2X to deliver end-to-end solutions that drive marketing impact. Backed by private equity firm Recognize Partners, 2X has a global team of over 1,000 professionals and is a trusted partner of platforms like 6sense, Salesforce, Adobe Marketo Engage, HubSpot, Google, and Planful. Recognized by Inc. and the Financial Times as one of the fastest-growing US companies, 2X continues to lead the industry by innovating on the marketing
operating model. Learn more at 2X.marketing.

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. 

Prepare for anything

Pigment is a modern, visionary planning and performance management platform that helps organizations move from constrained planning to empowered performance. By breaking down silos, improving collaboration, and providing real-time insights, Pigment transforms planning from a chore into a strategic advantage. Industry-leading companies like Coca-Cola, Unilever, and Keolis use Pigment every day, allowing them to confidently make more informed business decisions.

The Financial Performance Platform

Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak financial performance and is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, Specialized and Zappos rely on Planful to accelerate cycle times and improve accuracy. Learn more at planful.com.

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. 

Breakfast Roundtables

See what you can do

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. To learn more, visit www.prophix.com

Description coming soon

Exhibitor

BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). We are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management.

Find Game-Changing Overseas Talent

Halo Recruiting is dedicated to helping you hire remote overseas talent, long-term placements within your team to strengthen your remote workforce and your bottom line. We offer a customized, bespoke search process that’s tailored to our clients’ specific needs. We deliver a white-glove service experience that companies need to get connected to quality employees they can trust.

Connected Solutions for the Office of the CFO

At insightsoftware, we understand the critical role that you as an accounting professional play in the financial close and consolidation process. From managing multiple data sources to navigating complex accounting rules, your work is critical to ensure the accuracy, compliance, and transparency of your data.
 
That’s why we’re here to make things simpler. Our solutions help finance, accounting, and operations teams work smarter, not harder. By automating tasks and providing clear, reliable insights, we give you the confidence to make timely, well-informed decisions. With data at the core of everything we do, our solutions are built to improve productivity, enhance predictability, andtransform the way you work. Learn more at insightsoftware.com.

Navan is the all-in-one solution that makes travel and expense 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 concentrate on the things that matter most to them — all while providing companies with real-time visibility, savings, and control. Learn more at navan.com

People Powered Outsourcing

Personiv provides customized finance and accounting outsourcing services that unlock operational efficiencies saving you valuable resources and time. Do more with less by turning transactional finance and accounting tasks into avenues for cost savings and strategic growth. With 30+ years of experience, Personiv delivers customized, cost effective solutions that enhance team your team’s productivity and save >50% in cost. Teams from 1 – 100 manage everything from back-office functions to AP/AR to comprehensive finance and accounting department. Personiv enables you to focus on
what matters most – your core business.

Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in controls and intelligence to maximize the impact of every dollar and hour spent. Over 30,000 customers, from family farms to space startups, have saved $2 billion and 20 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually. Learn more at www.ramp.com.

AP automation that fits your workflows

Rillion is an AP and payment automation company. With over 30 years of expertise, we transform complex, manual invoice processes into effortless, streamlined workflows.
 
Rillion automates invoice capture, approvals, 3-way PO matching, and secure payments—saving time and reducing errors.
 
Trusted by over 3,000 companies worldwide, Rillion integrates with leading ERPs to provide full visibility, control, and accuracy across the entire AP process. It’s simple to use, quick to deploy, and built for growing teams.

Rippling Spend offers finance organizations a comprehensive spend management solution, consolidating payroll, expenses, travel, and accounts payable into a unified platform. It eliminates the need for multiple systems and manual reconciliation, ensuring a seamless integration with your existing accounting software. Using the Employee Graph, it simplifies the management of permissions and policies, enhancing visibility and providing deep insights into your financial operations for strategic decision-making.

Bring out your best.

As a global leader in enterprise applications and business AI, SAP stands at the nexus of business and technology. For over 50 years, organizations have trusted SAP to bring out their best by uniting business-critical operations spanning finance, procurement, HR, supply chain, and customer experience.

Managed Procurement. Guaranteed Savings.

Spendflo is a procurement and spend management solution with a dedicated team of SaaS procurement experts. We provide intake and vendor management workflows with real-time SaaS usage and pricing intelligence to drive margin expansion for high growth companies Finance and procurement teams can achieve up to 41% cost savings, 3X more compliant purchases with a no-risk money-back guarantee on our subscription fee.

TravelBank provides a better experience through a truly all-in-one travel and expense management platform – backed by U.S. Bank – that helps organizations optimize costs and maximize productivity. Learn more at TravelBank.com

People Matter.

TriNet provides full-service HR solutions, so you get time back to focus on your business, your employees get HR support and your business gains the HR guidance it needs.

Trintech helps organizations reclaim time for what matters most. Its cloud-based platform and solutions enable thousands of clients worldwide to transform productivity across their finance and accounting functions – driving efficiencies, ensuring accuracy to mitigate risk, and supporting strategic decision-making. Trintech helps organizations make time count.