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Strategic Planning for CFOs by the San Francisco CFO Leadership Council
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Strategic Planning for CFOs by the San Francisco CFO Leadership Council

Strategic Planning for CFOs presented by: The San Francisco CFO Leadership Council Chapter Wednesday, October 16 Networking & Breakfast 7:30 AM to 8:00 AM | Program 8:00 AM to 9:15 AM KPMG, 55 2nd Street, 11th Floor, San Francisco, CA

When: October 16, 2019
7:30 - 9:15 AM
Where: KPMG
55 2nd Street
11th Floor
San Francisco, CA  94105
United States
Contact: Yuliya Popova

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Program Description

Join us for "Strategic Planning for CFOs," where our panel of senior financial executives will look into the financial, cultural, and technological options available that can make the strategic planning process into a more congruent experience. 

Our panel of experts will discuss:

  • Where CFOs are expected to contribute to the strategic planning process to demonstrate value and leadership to the organization
  • How the CFO can be the “voice of reason” in the heated debate during the planning cycle
  • Best practices to successfully engage other areas of the business in the planning cycle
  • Advice on minimizing major planning pitfalls, including lack of accountability or commitment, sandbagging, etc.
  • How to pivot when you go off-plan


Our Speakers

Casey Woo, Global Head of Strategic Finance, WeWork

Casey currently is at WeWork, heading up the Global Strategic Finance function responsible for developing the strategic roadmap and answering the top strategic questions of the CEO and CFO office.  Prior to his global role, he was the CFO of WeWork’s second-largest region, US & Canada West, building, overseeing and managing a 4x hyper-growth in 12 months.


Prior to WeWork, Casey was COO and CFO at Zozi, an online platform for activities and tours. After reshaping Zozi’s strategy that led to a dramatic increase in profitability, Casey oversaw the company’s acquisition by Peek. In 2014, Casey served as VP of Finance and Operations at Pantheon, a professional website management platform. He led all things cross-functional and operational, with a specific focus on establishing Pantheon’s FP&A, business intelligence, and analytics functions to drive strategy and key initiatives. He also helped close: $30mm Series C from Foundry and Scale Venture Partners. Prior to Pantheon, he served as COO and CFO at Novus Partners a fintech SaaS business backed by Bain Ventures and Index Ventures for 3 years. Before becoming a growth operator, Casey spent nearly a decade in Wall Street as an Industrials M&A investment banker at Morgan Stanely and as a principal investor covering retail, media and technology at Maverick Capital and other long/short fundamental hedge funds.


Casey attributes his love for the “front-lines” and teamwork to his time spent at West Point where he served as Distinguished Cadet. He holds a B.A. in Economics with Honors from Harvard University and continues to be very active in the venture community, contributing as an advisor, operator, angel investor and the co-founder of the Operators Guild, a 500+ nationwide community of finance, operations and strategy executives.  


Oren Zeev, Founding Partner, Zeev Ventures

Oren Zeev is the founder of Zeev Ventures, a one-man VC firm that provides funds for growth-stage companies. He also serves as a board member at Houzz, HomeLight, Tipalti, TripActions, Next Insurance, among others. Oren is a former board of Audible (went public and then acquired by AMZN) and of Chegg, (NYSE: CHGG) where he was the main investor and one of the two main early backers respectively, a former board member of RedKix (acquired by Facegook) and a former chairman of Loop Commerce (acquired by Synchrony Bank). Prior to that, he was a general partner at Apax Partners from 1995 to 2007.

Kerman Lau, VP Finance, Adaptive Insights

Kerman Lau has a broad finance management background, spanning corporate FP&A, sales and BU finance, financial systems, and business intelligence. He joined Adaptive Insights as vice president of finance in 2016, where he oversees FP&A and helped guide the company through the IPO process before being acquired by Workday. Prior to joining Adaptive Insights, he held the role of VP of field finance at Veritas, supporting a 4,000-person field organization. Prior to that he was senior finance director, Business Intelligence and Reporting, at Symantec, where he was responsible for the company’s BI strategy and governance. Prior to that, he was director of FP&A for Electronic Arts’ largest business unit with $1.5B in sales. Previously, he has held a variety of finance management and analyst roles at VG Holding Corp., Sun Microsystems, and IDT. He holds a bachelor’s degree in finance from San Jose State University and an MBA from Santa Clara University.

Moderator: Aamer Pervaiz, Sr Vice President, Bank of America Merrill Lynch

CPE Information

- Instructional method: Group-Live
- Recommended CPE Credits: 1.5 in Personnel/Human Resources
- Experience Level: Basic
- Prerequisites/advance preparation: none

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:

Click here to learn more about CFO Leadership Council. 


CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program at a one-time cost of $75.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.

More Information

For more information about this program or The CFO Leadership Council, please contact Yuliya Popova, Pacific Northwest Regional Director, at

Cancellation Policy

If you would like to cancel your ticket or request a refund, please contact Refunds are available up to 24 hours prior to the program.

Image credit: Photograph by CoWomen. 

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