Finance Stack: Integrated Technology Solutions for CFOs by the San Francisco CFO Leadership Council

Finance Stack: Integrated Technology Solutions for CFOs

presented by
The San Francisco CFO Leadership Council Chapter
Wednesday, April 17
8 AM to 8:30 AM Networking | 8:30 AM to 9:45 AM Program
KPMG, 55 2nd Street, 11th Floor, San Francisco, CA 

Program Description 

Building an integrated network of software is a challenging endeavor, but if done well can offer your firm increased efficiencies, cost savings, and a more secure cybersecurity profile. With a variety of business intelligence and other tools on the market, the selection, implementation and ownership process can be quite confusing. Our speakers will share their journey from the investment stage to evaluation, lessons learned, and help you develop a forward-looking plan to give your organization a sustained advantage. 

Learning Objectives:

  • The major components of a finance stack (accounting and budgeting, vendor management, payroll, equity management, customer relations, and business intelligence) and how each is dependent upon the others

  • What factors should CFOs and their teams consider when evaluating disparate solutions

  • How to identify the key stakeholders in the finance stack and best practices for getting their support

  • Greatest challenges and most common mistakes made during a finance stack implementation

  • How to measure ROI on technology investments



Our Speakers:

Curtis Atkisson is CFO at Sojern. He has more than 20 years of diverse experience both in startup environments and corporate settings. As CFO at Sojern, he is focused on scaling Sojern’s growth and in November raised $120M of equity funding from TCV. Curtis has a long history of finance and travel experience, including stints at the SEC, the Federal Reserve Board, Chase Manhattan Bank, United Airlines and, most recently, back-to-back CFO posts at startups in San Francisco. He co-founded Affinity Labs and supported its successful exit. He graduated with a B.A. in Economics from Brigham Young University and has an MBA from the Stanford Graduate School of Business. 

Carrie Augustine, CPA started her career in Big 4 Public Accounting. In industry, she worked as a Corporate Controller at a Software company, leading the company through rapid international expansion, acquisitions, and IPO. Carrie worked extensively to scale the Company's processes and systems (NetSuite, Salesforce, DocuSign, BigMachines, OpenAir, Concur, and Workday), resulting in more efficient workflows and enhanced reporting.  Carrie came to the NetSuite Software vertical in July 2014. Carrie's specialties include Scaling: Process Refinement & System Optimization, Revenue Recognition & Billing, Global Expansion, IPO Readiness. 

Scott Curry is Managing Partner at Caravel Partners. He has spent over 20+ years in the Technology Advisory space working with clients on business process strategy, software selection, implementation and managed services. As a former CPA and Financial Operations Principal, Scott has a broad background including finance, distribution, manufacturing, eCommerce, CRM and HCM. Scott has worked with various software, high-tech manufacturing, semiconductor, renewable energy, retail, multi-channel distribution, services, consumer products, life sciences, gaming and social networking companies. Scott has held various positions in his career and worked directly for some of the worlds largest software companies such as Oracle and NetSuite. Scott is a graduate of Santa Clara University and holds a B.S. in Accounting. 

Moderator: Kelli Lampkin

Kelli Lampkin is a Corporate Account Executive at NetSuite. 


CPE Information

  • Program level: Advanced

  • Field of Study: Information Technology

  • Recommended CPE: 1.0 CPE

  • Program Prerequisites: None

  • Advanced Preparation: None

  • Delivery Method: Live/Group 

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


Cancellation Policy

If you would like to cancel your ticket or request a refund, please contact Refunds are available up to 48 hours prior to the program.

More Information

For more information about this program or The CFO Leadership Council, please contact Yuliya Popova, NoCal Marketing Director, at


All current CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program for $60.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) cannot attend this event. The CFO Leadership Council reserves the right to decline any registration.

Interested in membership?
 Click here to attend our meeting and all of our educational programs for the 2019 season for free.

We Empower CFOs.

The CFO Leadership Council (CFOLC) is a professional association dedicated to empowering senior financial executives to realize success in their careers, as well as for the people and companies they lead.

Our members realize this success through the collaborative and energetic community we foster, which helps them build a professional network of their peers, as well as involves them in engaging discussions, both in-person and online, that deliver pragmatic and tangible business insights on business and leadership issues.

Our San Francisco chapter is one of 23 chapters across North America - Join us today to be a part of the discussion!

 We Offer 

  • Concise, targeted programs created by and for CFOs

  • Continual focus on evolving trends with informative updates provided in our programming

  • Dedicated attention to honing the leadership skills needed for senior financial executives to thrive

  • A high-quality network of senior financial executives, both in-person and online

  • Restricted, exclusive events for senior decision makers

  • An environment that promotes collaboration within a diverse group of successful professionals

Who Can Join?

CFOs, Senior Vice Presidents and Vice Presidents of Finance, Controllers, Directors of Finance and other senior financial executives are encouraged to join. 

Not sure if you're eligible? Please contact, our Marketing Director, Yuliya Popova at

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