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.

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.

Joe Blanchett

Director, Business Systems
SeatGeek

Joe is Director, Business Systems at SeatGeek where he drives automation strategy and execution efforts org-wide. Joe is based in Cincinnati, Ohio but remains a loyal fan for the University of Michigan Wolverines, his alma mater.

Johanna Burke

VP Corporate Controller
Dataiku

Johanna Burke, CPA, CA, is the VP Corporate Controller at Dataiku, where she leads global accounting operations to support the company’s mission of democratizing AI. With a strong background in finance transformation, she previously served as VP Controller at Color Health, implementing automated financial systems while supporting significant revenue growth, and as Controller at Alto Pharmacy. She has also held leadership roles at Connor Group, BMO, and Bell Canada, specializing in automation, financial reporting, M&A, and IPO readiness. Johanna holds an Honors Business Administration degree from Wilfrid Laurier University and is a Chartered Accountant.

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).

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.

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.

Cesare Cremona

Sr. Director of Finance
Google

Coming Soon

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.

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.

Patty Hatter

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

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.

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.

Jim Neesen

Managing Partner
Connor Group

Jim is the Managing Partner at Connor Group, the #1 Accounting Advisory firm in the world for IPOs, SPACs, and high-growth companies.
Connor Group has worked on over 200 IPO and SPAC transactions in the past decade, including Tesla, Spotify, Uber, Lyft, Palantir, Snap, Etsy, Survey Monkey, Stichfix, Mulesoft, and 1,000+ top tech, biotech, and growth companies. Our IPO and SPAC client base has raised over $35B in IPO proceeds at a $250B+ valuation when going effective.
Jim is a guest lecturer and CEO mentor at Stanford’s Graduate School of Business where he graduated with a Master’s degree and launched a career as a lifelong entrepreneur.
Jim is active with multiple NFL player initiatives, mentoring NFL players and business coaching with both the San Francisco 49ers and the Las Vegas Raiders.

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.

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.

Karthik Ramamoorthy

SVP Products & GM
Zuora

Karthik Ramamoorthy is a seasoned product and business leader, currently serving as the SVP of Products and GM at Zuora. A successful entrepreneur, Karthikeyan co-founded RevPro Product that was acquired by Zuora, where he has since played a pivotal role in scaling the business 10X over the past seven years.
With over 15 years of experience in enterprise SaaS, Karthikeyan brings deep expertise in product strategy, AI, monetization, and the end-to-end Quote-to-Cash (Q2C) process. At Zuora, he leads global product teams focused on building innovative solutions that power modern subscription and usage-based business models.
Widely regarded as a thought leader in the SaaS industry, Karthikeyan advises startups and growth-stage companies on scaling their products and operations, crafting go-to-market strategies, and implementing high-impact Q2C architectures. His work sits at the intersection of technology, customer success, and business growth—making him a sought-after voice in the world of recurring revenue and digital transformation

Sowmya Ranganathan

Founder
Lumera
Former Controller at OpenAI

Sowmya is an industry leader in applying software and AI to streamline finance and operational workflows. She is the founder of Lumera, where she provides advisory services to help companies build high-performing finance teams by leveraging the power of AI. Prior to this, she was the Controller at OpenAI. At OpenAI, she scaled the Controllership function to support the launch of ChatGPT subscriptions and Enterprise sales, accurately reporting on multi-billion-dollar revenues and supporting a platform of over 500 million weekly active users. Prior to OpenAI, she was the first accounting hire and Controller at Rippling, leading the Accounting team through a period of extraordinary growth from a Series A startup into a decacorn valued at over $10 billion.

Rahim Shakoor

VP of Finance
Sema4.ai

Rahim Shakoor is currently VP of Finance at Sema4.ai, the AI Agent company that is helping business users build and deploy powerful, data-driven AI agents. Prior to Sema4, Rahim spent 4 years at Doximity leading the FP&A and Treasury teams and helped lead the company through a successful IPO. Prior to Doximity, he spent 3 years as the Controller at Docker and 6 years at PwC in the technology audit and advisory practice.

Will Simmons

Director of Financial Efficiency and Intelligence
Ramp

Will Simmons is Director of Finance at Ramp, a modern finance platform helping businesses manage spend and improve financial operations, where he leads financial efficiency and intelligence initiatives. Prior to Ramp, Will was a product and finance leader at Affirm, where he led the Product Platform team and also served as the CFO's Chief of Staff and Head of Finance Operations, supporting Affirm’s IPO. Will has also held product leadership roles at Oscar Health, Square, and Google. Throughout his career, he has driven strategy and execution across fintech, healthtech, and marketplaces, with a focus on scaling platforms, optimizing operations, and driving long-term business value.

Brian K. Taylor

VP, Trust Services
Oracle NetSuite

CBrian Taylor, VP of Trust Services at Oracle NetSuite, oversees infrastructure and application security, infosec compliance, privacy, and third-party risk management for the NetSuite Global Business Unit. Joining in 2000, he advanced from business development to Product Management, where he led customization, integration, scripting & workflow, and payment processing.
In 2006, Brian established NetSuite’s IT Compliance practice and the IT Applications team, leading those teams through NetSuite’s successful IPO in 2007. He has contributed to departments such as SOX/Internal Audit, Engineering Release, Incident Response, BCP management, and GRC. Brian remains focused on ensuring NetSuite is the most trusted provider of cloud-based business management software for the mid-market. He holds a Bachelor of Arts and Science in English and Computer Science from UC Davis and is a Certified Information Systems Auditor (CISA).

Roxi Wen

Operating Partner
Insight Partners

Roxi Wen is an Operating Partner at Insight Partners, a global venture capital and private equity firm with over $90 billion in assets under management. In this role, she helps portfolio companies grow by providing strategic guidance in finance, technology, and operations. She also leads the firm’s Finance Center of Excellence, supporting best practices across the organization.
Roxi brings decades of proven experience as a senior business executive, having scaled global companies across the technology and healthcare sectors. Most recently, she served as Chief Financial Officer at Invitae Corp., a publicly traded medical genetics company, where she led the Finance, Investor Relations, and Corporate Development teams. During her tenure, she played a pivotal role in scaling the business globally, optimizing capital allocation, and improving profitability. She also provided strategic oversight for the company’s Patient Data business, drawing on her deep expertise in technology and innovation.
Prior to Invitae, Roxi was CFO at Mozilla, where she oversaw Finance, M&A, Business Development, Data Science, IT, and Engineering Operations. She also spent a decade serving as CFO for various private equity–backed companies, including Elo Touch Solutions and Lineage Power. Additionally, she was the divisional CFO of GE Critical Power, a billion-dollar business within GE, and held finance leadership roles at Medtronic, where she led capital markets and business finance initiatives for one of the world’s leading medical technology companies.
Roxi is a CFA charterholder and holds an MBA from the University of Minnesota.

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.

Maisha Wilson

Partner, Financial Operations
Connor Group

Maisha is a Financial Operations partner and leads the Northwest Region for Connor Group. Maisha brings over 25 years of experience working with technology companies and high growth companies in multiple industries including bio-technology, software, fintech, and healthcare. She has strong executive experience in accounting and finance operations, finance strategy, business process improvement and organizational effectiveness.

Maisha manages client engagements helping companies get the most out of their finance systems including ERP, Procure-To-Pay, close and other finance related tools. She also works with clients to improve their business processes around the finance function including public company readiness and SOX preparedness.

Prior to joining Connor Group, Maisha worked for PwC in the Banking, Real Estate and Leasing audit practice for 5 years. Maisha has held many senior finance/accounting roles responsible for key aspects of the global finance function. She has worked with both private and public companies in numerous industries including clean tech, software/SAAS and life sciences.

Maisha is a Certified Public Accountant (California-inactive) and graduated from the University of California, Berkeley with a BS degree in Business Administration.

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.

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