San Francisco CFO 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.


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 headshot

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 headshot

Shari Freedman


Room to Read

Dennis Gannon headshot

Dennis Gannon

Vice President, Analyst


Vaibhav Sharma headshot

Vaibhav Sharma



Marc Suidan headshot

Marc Suidan



Philip Thach headshot

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

We look forward to seeing you at an upcoming in-person gathering

Evanta cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.




Top of the Mark is located on the 19th Floor of the InterContinental Mark Hopkins Hotel.


Valet parking will be validated.

Community Program Managers

For inquiries related to this community, please reach out to your dedicated contacts.

Marissa Bernal

Associate Community Program Manager


Dan Philpott

Senior Program Manager Territory Specialist