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Automate Financial Operations for Growth by the Silicon Valley CFO Leadership Council
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Automate Financial Operations for Growth by the Silicon Valley CFO Leadership Council

Automation hosted by The Silicon Valley CFO Leadership Council Thursday, September 19th, 2019 4:30 PM to 5:00 PM Networking | 5:00 PM to 6:15 PM Program

9/19/2019
When: Thursday September 19, 2019
4:30-6:30 pm
Where: KPMG
3975 Freedom Circle
Santa Clara, CA  95054
United States
Contact: Yuliya Popova
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Program Description

Automation has been available for business processes for years, but do you know which recent innovations can help improve your organization’s efficiency and free up valuable resources for more intensive initiatives? Our panel of experts will address automation innovations to ensure consistent compliance by analyzing revenue contracts, importing data into appropriate models, and developing adequate financial disclosures. You’ll learn how to reduce time to close efforts by alleviating your team from tedious and repetitive processes and perform in-depth financial analysis to identify valuable insights and anomalies in your data to improve corporate strategy. Please join us to find the inspiration to automate the processes you need to deploy your people for success!

Our panel of experts will discuss automation innovations in:
Revenue Recognition
Financial Analysis
Close Process

Learning Objectives

Explore innovative ways to reimagine and reinvent key finance-related functions and tasks.
Gain insight on how to effectively communicate automation strategy and benefits to stakeholders.
Understand implementation pitfalls and best practices from experienced automation leaders.
Identify areas posed for quick wins from automation, and understand long term focus areas to develop an innovative business plan.


Our Speakers

  

Yang Chao, CFO, Dynamic Signal

 

Yang Chao is a strategic global CFO and nonprofit board member who provides oversight, financial and strategic advice to growth-oriented private and public technology companies in the start-up, high-growth and mature stages. As one of the first finance leaders for Gogo Inc. (Nasdaq: GOGO), Yang made significant contributions in funding the start-up through its high-growth, high cash-use period by executing multiple financings that raised $1B in total. She provided significant financial strategy and oversight to scale the company from $20M to $600M in revenue and from 100 to 1,200 employees in just 8 years. In her role as Vice President of Finance, Yang led and participated in key initiatives in Gogo’s 2013 IPO process, including S1 preparation, SOX compliance, due diligence, analyst presentation, and the roadshow. She was instrumental in supporting eight quarters of earnings releases and conference calls post-IPO.

Currently, as CFO at Series E start-up software company Dynamic Signal Inc., Yang has optimized financial operations in all finance areas to help drive strategic growth and build a metrics-driven organization. She led the $35M of debt financing at Dynamic Signal, Inc. for the next phase of growth. She partners with the CEO and closely interacts with the board on the company’s growth strategy, budget and forecast, company metrics, financing, and audit committee related topics.

Yang earned her MBA in Finance and Strategy from the University of Chicago, Booth School of Business. In addition, she holds a Master of Engineering from Northwestern University and a Bachelor of Science from the Beijing University of Aeronautics and Astronautics.

 

Greg Vecellio, Controller, Floqast

Greg has over 25 years of finance and accounting experience at both public and private companies of varying sizes, including SunGard (now part of FIS) and Aggreko. In addition, he spent eight years as a consultant specializing in forensic accounting and litigation support with Freeman& Mills in Los Angeles. Immediately prior to joining FloQast, Greg had his own consulting firm where he specialized in providing interim and fractional Controller/VP Finance/CFO services to small companies in the Los Angeles area. He holds a B.S. in accounting and an M.B.A. in finance.

 

Fran Delaney, Master Principal Sales Consultant, NetSuite

 

Fran Delaney is a Master Principal Sales Consultant at Oracle-NetSuite, working in their Software Vertical. Fran specializes in Global Accounting and Revenue Processes, including ASC606 Compliance.  Fran started his career in corporate finance and accounting for a number of corporations based on the East Coast. Since moving to the Bay Area in 1997, Fran has worked in various positions in the software industry at Oracle Corporation (E-Business Suite) and within the Microsoft channel (Dynamics AX, NAV, GP) prior to joining NetSuite in 2010. Fran has a BS in Accounting from the University of Connecticut.

 

Moderator: Matt Svetich, CEO, Effectus Group Staffing

 

Matt Svetich is the CEO of Effectus Group Staffing (EG Staffing), a well-established firm specialized in providing accounting and finance professionals on a temporary and direct hire basis to high-growth companies. Matt is responsible for corporate business development and strategic alliances. Matt has a strong background in entrepreneurship coupled with the foundation of Big 4 accounting experience that has led him to many successes throughout his 20-year career. 

Matt has held various roles including as director leading the San Francisco office at Effectus Group specializing in technical accounting, IPO, M&A Financial Due Diligence and FinOps services. Matt was also an audit senior manager at KPMG in the Silicon Valley and Boston offices for 10 years. Matt has extensive work experience with pre-IPO and public companies in multiple sectors, including Hardware, Software, eCommerce, and Energy. Matt is a Certified Public Accountant in California and holds a master's degree in accounting and a dual bachelor degree in economics and business administration. Matt is a member of the steering committee for the CFO Leadership Council in Silicon Valley, Boston, and Los Angeles.


CPE Information

- Instructional method: Group-Live
- Recommended CPE Credits: 1.5 in Information Technology
- 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: www.nasba.org


Click here to learn more about CFO Leadership Council. 

Registration

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 $60.

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 yuliya@cfolc.com.


Cancellation Policy

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


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