June 4 - 6


It’s better under the umbrella 

No matter what industry you are in, your company faces risk every day.  That’s why Travelers offers a wide range of business insurance options, designed to identify and reduce those risks.  Beyond managing claim costs, we help companies prepare for risk and recover faster after an unexpected event.  Managing the total cost of risk creates a competitive advantage, helping you protect and grow your business. 

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.


Tax Compliance Done Right 

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 automated, cloud-based compliance solutions for transaction tax, 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 Canada, the U.K., Belgium, Brazil, and India. More information at avalara.com. 

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. 

Your health plan can do better. We promise. 

Imagine360 is a leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration. Guiding members through all phases of healthcare, a specialized team provides care navigation and clinical support and relentlessly advocates for members to receive quality care at an affordable price. 

Paro is an AI-powered marketplace that delivers finance and accounting solutions to businesses through a combination of expert fractional talent, data-driven tools and guiding insights. By harnessing the power of people and technology, our growth platform provides flexible options, ranging from transaction processing support to corporate development and financing strategy, to solve core business challenges and drive growth. The result enables businesses and experts to go beyond even their loftiest goals. 

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 

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. 

Modern businesses control spend on Zip 

Zip is the world’s leading intake-to-procure solution. Providing a single platform for any employee to initiate a purchase or vendor request, Zip helps businesses gain clear and timely visibility across all purchases, while dramatically improving the employee experience. The platform’s no-code configuration and intelligent workflows integrated across disparate systems enable businesses to automatically route requests for faster approval across finance, legal, procurement, IT, security and other teams. 

Breakfast Roundtables

Achieve More with Consulting and Talent Solutions

We deliver a one-of-a-kind, flexible delivery model that blends Protiviti’s unmatched consulting experience and Robert Half’s deep operational expertise to build resource teams, customized with clients, to address any challenge. With unforeseen issues and transaction backlogs, companies are seeking innovative ways to address today’s finance and accounting challenges. We are here to help you, with flexible delivery models to meet your organization’s needs. 


Modern Spend Management 

Airbase is the only procure-to-pay solution to combine enterprise-grade power with a delightful user experience. It radically simplifies purchasing. Tackle complex workflows and enjoy effortless company-wide adoption with easy-to-use and flexible intake, AP automation, expenses, and corporate cards. Stop uncontrolled spend, save time and money, and get a faster close. 

The leading Revenue Growth Management (RGM) platform for subscription businesses of all sizes.

Chargebee is the trusted Revenue Growth Management (RGM) platform for subscription businesses. Thousands of companies at every stage of development — from startups to enterprises — use Chargebee to unlock revenue growth, experiment with new offerings and monetization models, and maintain global compliance as they scale.
Tagged in Socials: Chargebee

The Rebate Management Platform

Enable helps manufacturers, distributors, and retailers turn rebates into an engine for growth. Starting internally, Enable helps you better manage rebate complexity with automated real-time data and insights, accurate forecasting, and cross-departmental alignment. This lets you — and the business — know exactly where you are with rebates. Then it lets you extend externally, setting you and your partners up with one collaborative place to author, agree upon, execute, and track the progress of your deals.

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 Vendor & Contract Lifecycle Management (VCLM) Platform 

Gatekeeper is the Vendor & Contract Lifecycle Management Platform (VCLM). Customers benefit from unrivalled visibility and control over their vendor and contracting processes, helping them drive extensive savings from their portfolios, whilst safeguarding their compliance with all applicable regulations and internal governance. 

The Smartest Way to Manage Receivables

Growfin is purpose-built for B2B finance teams that deal with large invoice volumes to gain complete control over their collections process, and radically reduce DSO.

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

Take your team from transactional to transformational

OneSource Virtual (OSV) delivers in-tenant technology and expert services to automate the administrative, transactional tasks of Workday payroll, taxes, payments, and benefits. With over 1,000 customers and a 95% customer retention rating, OSV is the leading exclusive provider of Workday Business-Processes-as-a-Service.

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. 

Control Spend. Save Money.

Procurify is the AI-enhanced procurement and AP automation platform for the mid-market. We make it easy for organizations to take control of spend and save money. Procurify offers the most complete procure-to-pay system, seamlessly integrating purchase requests, approvals, expenses, purchase orders, contracts, vendors, budgets, receiving, invoicing, bill payments, spending cards, and more.

Named the #1 Mid-Market Purchasing Software by G2, Procurify is trusted by hundreds of customers worldwide to manage over $30 billion USD of organizational spend. We integrate with major ERP accounting systems such as NetSuite, Sage Intacct, Microsoft Dynamics 365, and QuickBooks Online to provide customers with real-time visibility into the most accurate and complete spend data.

Bring your people, spend, and tools into the only platform that gives you insights that matter and action that delivers.

Productiv is the only Spend Management Platform built for bringing teams together. From new purchase requests to renewals, and everything in between, Procurement, Finance, and IT work in Productiv to align around trusted data, get AI powered insights, collaborate, make smarter decisions, and have confidence in every investment, at scale.

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

Rippling Spend simplifies all of your company’s spend from payroll and expenses to corporate cards and vendor invoices by automating approvals and policy enforcement all in a single platform

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. It simplifies the management of permissions and policies, enhancing visibility and providing deep insights into your financial operations for strategic decision-making.

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. 

We equip companies with data-backed negotiations, expert-led assisted SaaS buying, and strategic relationships with vendors, allowing them to focus on creating value for their customers. 

Now, it’s all on us® 

TaxConnex® specializes in fully managed sales tax compliance services including consulting services, nexus studies, tax calculation engine advisory, registrations, filings and payments, tax calendar management, notice resolution, custom reports, and more! When you outsource with TaxConnex, you get true white-glove service, a dedicated practitioner, and monthly ad hoc support included.