
San Francisco CFO Community
Inner Circle
October 3, 2023 | Top of the Mark
October 3, 2023
Top of the Mark
Collaborate with your peers
Join San Francisco's top CFOs for an intimate networking dinner and facilitated discussion on key business challenges. Enjoy a relaxed evening of dinner and drinks with your peers to share best practices, make new connections and build professional relationships.
Join your peers to discuss the most critical issues impacting CFOs today:
Developing and Retaining Talent in a Tight Labor Market
Achieving Growth in a Cost-Constrained Environment
Using Actionable Data to Forecast and Drive Organizational Growth
San Francisco CFO Governing Body
The Governing Body Co-Chairs shape the discussion topics and agenda, ensuring that all content is driven By CFOs, For CFOs®.
Agenda
October 3, 2023
8:00am - 9:15am Networking & Meal Service
9:15am - 10:00am Keynote
Mastering the Art of Leading Through Turbulent Times

Joe Stephenshaw
Director of Finance
State of California
Leading the finance function for the fourth largest economy in the world requires resilience and adaptability, but effective leadership can steer an organization through turbulence, overcoming obstacles at every turn. Top finance leaders must balance competing demands while creating sustainability and growth. Real-world examples from California's Director of Finance will empower CFOs to navigate uncharted waters with confidence and drive success in even the most challenging circumstances.
Join this session to discover:
- Practical approaches to embracing uncertainty and leveraging it as an opportunity for growth
- Effective strategies for cultivating a culture of resilience and fostering collaboration
- Meaningful insights into making informed financial decisions and enabling your organization in challenging circumstances
10:00am - 10:15am Break
10:15am - 11:00am Discussion Topics
Discussion Groups

Shari Freedman
CFO
Room to Read

Dennis Gannon
Vice President, Analyst
Gartner

Vaibhav Sharma
CFO
GlobalLogic

Marc Suidan
CFO
Beachbody

Philip Thach
CFO / Executive Vice President of Global Operations
Topcon Positioning Systems
Modern CFOs have ambitious goals for their future talent pool and technology roadmap. By 2027, finance leaders expect one in two finance staff will be digital talent—people with experiences, knowledge and temperament to thrive in a digital environment while driving digital transformation in finance.
Meanwhile, technology advancements that enable organizations to navigate complex challenges efficiently and accurately are now outpacing the speed of adoption. During continued economic uncertainty, CFOs are tasked with optimizing costs while allocating the sufficient resources in technology to sustain growth.
How can top finance leaders today find the delicate balance between these competing priorities? Join your peers to discuss what strategies CFOs are deploying to navigate top challenges.
Topic 1: Developing and Retaining Talent in a Tight Labor Market
- What skills is your organization prioritizing and what resources are you dedicating to help train and hire for critical digital competencies?
- How are you developing your talent to think more analytically and strategically? In what ways has your talent strategy evolved with emerging technology?
Topic 2: Achieving Growth in a Cost-Constrained Environment
- What cost-optimization efforts have you launched? What has been effective and what efforts are on the horizon in the next 6 months?
- How are you using process automation to improve overall efficiency? What future investments are you planning into emerging technology/AI and what are you doing to measure ROI?
11:00am - 11:20am Summary Discussion & Report Out
Apply to Participate
Apply to participate in the San Francisco CFO Community Inner Circle.
Gartner facilitates exclusive, C-level communities by personally qualifying and understanding the priorities, challenges and interests of each member.
Our selective approach maintains the high quality of the network and ensures top-level discussions with peers from the world’s leading organizations.
Each application will be reviewed, and once your participation is confirmed, you will have access to year-round community programs.
Location
Venue
Top of the MarkMore Information
Location:
Top of the Mark is located on the 19th Floor of the InterContinental Mark Hopkins Hotel.
Parking:
Valet parking will be validated.
Community Program Managers
For inquiries related to this community, please reach out to your dedicated contacts.