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WHAT YOU'LL GET OUT OF CG CONVERGE


The Premier Automation Event For Finance, Accounting, and Operations Leaders.



Visionary automation is transforming finance, accounting, and operations. This unique, industry-driven event brings together thought leaders and cutting-edge software innovators to share actionable strategies to help your company grow and scale.

Discover bold opportunities in advanced automation to drive measurable business impact today.




See More Possibilities

Explore what’s truly possible with today’s advances in automation.

Real-World Applications

Practical approaches and actionable steps you can implement immediately.

Specialized Breakouts

Curated sessions covering AI, Advanced Analytics, and Automation Management.

High-Value Networking

Connect with your true peers: innovators in finance, accounting, and technology.

Join Us

It's easy: complete the form to register for this year's event.


Date
May 1, 2025


Time
9:30 AM - 5:30 PM


Location
Convene 100 Stockton
40 O'Farrell St
San Francisco, CA 94108


Event Agenda

9:30 AM

Registration

Start your day with networking and refreshments

10:05 AM

Welcome and Introduction

10:50 AM

The View From The Board

Gain insights from board members on their automation expectations for executive leadership. Learn what directors value most in automation initiatives, how they view technology's role in achieving growth targets, their priority focus areas, and critical risk considerations for governance.

11:35 AM

Keynote - The Future Vision of Automation

Automation futurist Zack Kass explores the capabilites, opportuntites, and value that can be generated through automation & AI.

12:05 PM

Lunch

Take time to eat, talk to the epxerts at our Sponsor booths, and relax before we return for more great content

1:10 PM

Practical Automation

Discover how finance and accounting leaders at complex enterprises are revolutionizing operations through automation. This panel reveals their strategic priorities, technology selections, implementation approaches, and key lessons learned from real-world automation initiatives.

1:55 PM

Break Out Sessions

Select the breakout topic that resonates best with you!

1. Real-Life AI Use-Cases Explore cutting-edge AI innovations like agentic flows through real-world applications shared by industry pioneers. Gain actionable insights from leaders who have successfully implemented these transformative technologies.

2. Advanced Analytics & Driving Growth Discover how advanced analytics—including machine learning, predictive modeling, and AI—can transform your business operations. Learn practical applications that drive automation, generate revenue growth, and deliver cost savings. Unlock the full potential of these powerful technologies to gain competitive advantage and accelerate business success.

3. Automation Management & Governance Master the frameworks for implementing enterprise-wide automation with proper governance and risk management. Develop strategies to navigate GenAI compliance requirements and automation risks specifically tailored for public companies.

2:35 PM

Break

2:55 PM

Driving Automation and Managing Change

Explore how to put the proper structure and processes in place to drive automation, enable innovation, and effectively manage the change. Panelists will touch on how to organize automation across the finance and accounting functions, how to effectively engage key stakeholders, and how to drive adoption and engagement.

3:40 PM

Closing Remarks

4:00 PM

Networking Reception

Take time to grab a snack, beverage and mingle before you hit the road. Chat about what you learned, find our experts to ask questions,or just relax.

Speakers

sean

Sean Aggarwal

Co-Founder & Chairman
Borderless AI
oard member Lyft, Borderless AI, Arlo, Sonder, Thumbtack, Homelight. Former CFO, Trulia

Mr. Aggarwal has served as a member of our board of directors since February 2016 and was appointed as Lead Independent Director in April 2023. Mr. Aggarwal previously served as our Board Chair from January 2019 to April 2023. Since March 2016, Mr. Aggarwal has served as the Chief Executive Officer of Soar Capital, LLC, where he focuses on investments in early-stage technology companies. Previously, Mr. Aggarwal served as the Chief Financial Officer at Trulia, Inc., an online real estate company. Prior to Trulia, Mr. Aggarwal served as the Vice President of Finance at PayPal, Inc., an online payments company, and at eBay Inc. in various finance roles including as Vice President of Finance. Prior to eBay Inc., Mr. Aggarwal served as Director of Finance at Amazon.com, Inc., an e-commerce company. Mr. Aggarwal started his career in investment banking with Merrill Lynch, Pierce, Fenner & Smith Incorporated, a financial services company. Mr. Aggarwal currently serves as a member of the board of directors of Arlo Technologies, Inc., a home security company, and Sonder Holdings Inc., a hospitality company. In addition, in the past five years, he served on the board of directors of Yatra Online, Inc., an online travel company. Mr. Aggarwal holds a Master of Management from Northwestern University, Kellogg School of Management.

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andrew

Andrew Antos

CEO & Co-Founder
Klarity



Andrew is the co-founder and CEO of Klarity, an AI company that automates accounting workflows that were traditionally offshored for OpenAI, Google, CrowdStrike and DoorDash. Prior to founding Klarity, Andrew was an M&A attorney and holds degrees from Harvard Law School and Masaryk University.

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Lauren

Johanna Burke

VP Corporate Controller
Dataiku



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Roshan C

Michael Callino

Senior Director, Internal Audit
Braze



Mike is the Senior Director of Internal Audit for Braze (NASDAQ: BRZE) where he is responsible for overseeing the execution of SOX compliance, annual enterprise risk assessments, operational internal audits, SOX compliance, audit analytics/continuous monitoring and administration of the Enterprise Risk Management program.

Prior to joining Braze, Mike led internal audit and SOX engagements at PwC primarily working with clients in the technology, utilities, publishing, energy and retail sectors. He is a Certified Internal Auditor (CIA) and Certified Information Systems Auditor (CISA).

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Roshan C

Roshan Chekuri

GM AI Platform
FloQast


Roshan Chekuri joined FloQast in 2017 as part of the sales team before spearheading the development of the company’s Private Equity and Venture Capital partnership vertical. He later transitioned into the Chief of Staff role to the CEO, where he led zero-to-one strategic initiatives. Now, as General Manager, Roshan is driving the go-to-market strategy for FloQast’s AI platform, shaping the future of AI-powered accounting solutions.

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Teddy

Teddy Collins

VP Corporate Finance
SeatGeek


Teddy Collins is the VP of Corporate Finance at SeatGeek, a mobile-centric platform to service each of the key stakeholders in the live entertainment commerce ecosystem, where he leads FP&A, treasury, and financial operations. Prior to SeatGeek, he was on the iPhone business planning team at Apple, led strategic finance at mobile gaming startup Pocket Gems, and completed over $15 billion in M&A deals as an investment banker.

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Em

Em Daigle

Founder & Chief Automation Officer
OTTO-MATES

As a former accountant turned tech executive, Em Daigle, Founder & Chief Automation Officer of OTTO-MATES, has been at the forefront of the evolving intersection of accounting, operations, and technology. With a proven track record of driving strategy to accelerate business growth, Em leverages deep industry insights to align innovative solutions with organizational goals. Through OTTO-MATES, a thriving community dedicated to automation in accounting, Em connects finance professionals with industry peers, cutting-edge technology and real-world insights. Witnessing the transformative power of automation firsthand, she is passionate about helping accounting teams modernize their workflows, making their work more efficient, impactful, and focused on strategic decision-making.

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Frank

Frank Geng

VP, Corporate Controller
Meta


Frank Geng is a visionary financial leader with over 20 years of experience driving innovation and growth in the accounting and finance industry. As Vice President and Corporate Controller at Meta, Frank oversees a wide range of critical functions, from corporate accounting and consolidation to strategic investments across Meta's Family of Apps and Reality Labs. His background also includes senior positions at KPMG US and other leading organizations, where he developed a deep interest and understanding of the intersection of finance, technology, and business strategy.
With a proven track record of transforming accounting operations and implementing cutting-edge system solutions, Frank is passionate about harnessing the power of technology to drive business success. His expertise spans financial process design, risk management, and compliance, with a focus on delivering high-impact results in fast-paced and dynamic environments. He is committed to staying at the forefront of industry trends and best practices, with a focus on driving innovation and excellence in the accounting and finance profession.
As a panelist, Frank brings a unique blend of technical expertise, business acumen, and passion for innovation to the discussion on the future of automation in accounting and finance. Join him as he explores the latest strategies and tactics for harnessing the power of technology to drive business success.

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Patty

Patty Hatter

President & COO
Ospera
Board Member:Coherent
Former CCO,Palo Alto Networks

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Zack K

Zack Kass

Keynote: Advisor, Futurist, and Former Head of Go-To-Market at Open AI


Zack Kass is an advisor, researcher, keynote speaker, and the former Head of Go-To-Market at OpenAI. At OpenAI, Zack led the teams responsible for sales, partnerships, and customer success, turning the company’s cutting-edge research into real-world business solutions. He has personally advised executives across dozens of industries on deploying AI at scale. As an executive business advisor, Zack now works with Fortune 1,000 boardrooms and leadership teams—including Coca-Cola, Morgan Stanley, and Amgen—to help leaders navigate the rapidly evolving AI landscape. Zack’s mission is to ensure individuals, businesses, and governments are active participants in the AI-powered future by making the technology both understandable and actionable. He is recognized as one of the foremost thinkers in applied AI, with his insights featured in Fortune, Newsweek, Entrepreneur, AdAge, and Business Insider. Beyond his advisory work, Zack also supports AI education and research at the University of Virginia. He holds a BA from the University of California, Berkeley, and currently resides in Santa Barbara, California.

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Angela

Angela Liu

Founder
GAAPsavvy
Accounting Innovator & Community Builder


Angela is the founder of Gaapsavvy, a 450+ member community where accounting leaders benchmark and share real-world insights you won’t find in a slide deck. She’s worked across KPMG’s National Office, Glassdoor, and as VP of Product and Strategy at Everest, bringing a rare mix of technical depth, in-house experience, and product-building perspective to everything she does.

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Speaker Name

Aidan Parisian

Partner, Digital Solutions
Connor Group



Aidan is a Partner in Connor Group’s Digital Solutions practice. Aidan is based in the Bay Area where he is responsible for leading our efforts to empower finance, accounting, and operations leaders with data-driven insights and outcomes. Aidan has extensive experience in leveraging organizational data to drive performance.

Aidan comes to Connor Group from Fastpath where he served in several different leadership roles, including over both Sales and Product, and was the Chief Customer Officer until their acquisition by Delinea. His expertise enables our clients to marry the power of data & analytics with effective operational guidance to drive business growth, scalability, and profitability.

Prior to Fastpath, Aidan was a Director in PwC’s Internal Audit practice, serving both large and fast growth technology firms in the Bay Area. Aidan has Bachelor’s degrees in both Business and Economics from the University of Oregon.

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Jess Doe

Jason Pikoos

Managing Partner, Technology & Innovation
Connor Group

Jason leads Connor Group’s Technology and Innovation, including AI-driven solutions. He brings over 20 years of accounting, operational and technology experience, working with high-growth and technology companies. He is a leader in business transformation, technology strategy and automation for the purpose of enabling high growth companies to scale and grow. Jason has helped and guided over 50 companies prepare for their IPO. Jason is an expert in helping clients drive operational excellence through processes improvement, systems and automation, data and analytics and organizational changes. Jason focuses on high-growth and technology companies, where he works across all finance, accounting, operations, and technology functions, helping clients define their business strategy/goals and aligning resources and stakeholders to achieve desired business objectives.

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Speaker Name

Jacob West

GVP, NetSuite Cloud Operations
Oracle NetSuite

Jacob West is GVP, NetSuite Cloud Operations at Oracle. In his role, West leads Product Management, Security, Compliance, and Business Services including Project Management and IT. Prior to joining NetSuite, West served as Chief Technology Officer for Enterprise Security Products at HP where he founded and led HP Security Research, which drove innovation through research publications, threat briefings, and actionable security intelligence. Earlier at HP, West served as chief technology officer for Fortify products and leader of Fortify Software Security Research.

A world-recognized expert on software security, West co-authored the book, "Secure Programming with Static Analysis" with colleague and Fortify founder, Brian Chess, in 2007. Today, the book remains the only comprehensive guide to how developers can use static analysis to avoid the most prevalent and dangerous vulnerabilities in code.

A graduate of the University of California, Berkeley, West holds dual-degrees in Computer Science and French and resides in San Francisco, California.

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David

David Wood, PhD

Glenn D. Ardis Professor
Brigham Young University


David A. Wood is the Glenn D. Ardis Professor of accounting at Brigham Young University. With over 160 publications in respected academic and practitioner journals, monographs, books, and cases, David’s research focuses on technology, governance, risk management, and internal controls. His infuential work has earned him recognition as one of the 100 most infuential people in accounting by Accounting Today. David collaborates with companies of all sizes, accounting frms, and regulators, providing insights and expertise on emerging governance and accounting issues.

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Speaker Name

Markus Zirn

Chief Strategy Officer & Founding Team Member
Workato

Markus Zirn, Chief Strategy Officer and member of Workato's Founding Team - Markus has held product and leadership positions for both start-ups and large public companies in the Big data and Integrations spaces. Prior to Workato, he led the product and solutions teams at Splunk and also headed Product Management at Oracle for integration, business processes, and business event management products. He started his career as a Consultant at Booz Allen & Hamilton. Markus hosts the "New Automation Mindset" podcast at www.workato.com/podcast

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