San Francisco CFO Inner Circle

May 2, 2024 | The City Club of San Francisco

May 2, 2024
The City Club of San Francisco


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:

Understanding the Evolving Standards for AI in Finance

Enhancing Cost Efficiency Through Connected and Clean Data

Transforming Finance Talent to Bridge Future Skill Gaps

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.


May 2, 2024

4:30pm - 5:30pm  Executive Networking Reception

5:30pm - 6:45pm  Discussion Topics

Transforming Finance Through Technology Optimization

Vaibhav Sharma headshot

Vaibhav Sharma

Chief Financial Officer


Tammy Coley headshot

Tammy Coley

Chief Transformation Officer

BlackLine Systems

Julie Underwood headshot

Julie Underwood

Chief Financial Officer


Matthew Reece headshot

Matthew Reece

EVP & Chief Financial Officer

Webcor Construction

Peter Wong headshot

Peter Wong

Chief Financial Officer

Amy's Kitchen

In 2024, top finance leaders are revisiting established strategies to better align with the rapidly evolving future of finance. According to Gartner research, CFOs consider successful transformation the most critical factor for success this year; however, most transformation efforts are going slower than expected and not providing expected value. Effectively implementing new technology, like Generative AI, stands as a crucial element in the majority of transformation initiatives for CFOs this year.

Finance leaders are also working to identify and dismantle outdated functions while elevating new tech-forward sub-functions. The involvement of key decision-makers and the definition of their roles are critical considerations, shaping the overall efficiency of financial strategies in a rapidly evolving business landscape. Navigating through an uncertain growth outlook in 2024, CFOs must strategically position their organization to make room for strategic investments, streamlining obsolete systems and enhancing efficiency.

Join your peers to discuss what strategies CFOs are deploying to transform finance in 2024:

Topic 1: Modernizing Finance Capabilities Through Function Optimization

  • How do you identify and dismantle outdated functions hindering operational goals?
  • When do you elevate new sub-functions, or retool employees, to address strategic priorities and bolster the future of finance?
  • What data is most important to consider when analyzing each function and its capabilities?

Topic 2: Leading Through Transformation 

  • What types of transformation are you currently focused on? 
  • How are you fostering adaptability within your finance team to stay ahead of emerging trends? 
  • Who do you partner with in decision-making, and who owns implementation processes?

6:45pm - 7:15pm  Networking Break

7:15pm - 8:30pm  Summary Discussion & Dinner

8:30pm - 9:30pm  Social Hour

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.




Hosted parking provided at 345 California parking garage nearby.
Please bring parking ticket to event to receive parking validation ticket to provide to garage attendant on event departure.

Your Community Partners

Program Partners

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, CFO Portfolio Lead