Baker Tilly – 2025 Technology Finance Symposium – East

Join us for an exclusive gathering on Nov. 6 at City Winery in Boston!

This exclusive event for CFOs, finance leaders, and investors in technology companies will offer a day filled with invaluable insights, practical strategies, and meaningful networking opportunities tailored to succeeding in the evolving technology market. Additionally, attendees can earn CPE credits throughout the day.

The symposium will feature discussions with industry veterans around:

• Insights on how investors are thinking about tech growth and capital deployment in 2026
• How AI is being deployed to automate tasks and make smarter decisions
• Strategies for navigating IPO or pursuing alternative exit options
• How to approach growth, funding rounds, and preparing for major transactions
• How ERPs are evolving into systems of action and practical strategies for team adaptation
• Benchmark insights on how finance teams are applying AI and gauging ROI
• Practical lessons from teams actively leveraging AI in real-world finance operations

The Tech Finance Symposium is not just any event; it’s a premier gathering that attracts speakers and attendees from across the country who are leaders in their field. Sessions delve into pressing issues facing CFOs today, with topics ranging from trends in SaaS and AI to managing financial risks and creating opportunities to meet the evolving dynamics of the tech industry.

Featured Speakers include:

• James Orsillo, General Partner & CFO, Underscore.vc
• Eric Sleeth, Senior Manager of Growth, SaaS & Software, Sage
• Kristen Craft, VP, Business Partner Manager, Fidelity Private Shares
• Tim Adams, CFO, Rapid7
• Sean Brown, Senior Manager Internal Audit, IT & Security, GitLab
• Scott Almeida, CFO, Recorded Future
• Sean Cantwell, Managing Partner & Co-Founder, Volition Capital
• Jared Shulman, Co-Founder & CEO, Daylit
• Nigel Glenday, CFO & COO, Masterworks.io
• David Appel, Managing Partner, Vertical Ventures
• Ali Hussain, CEO & Founder, Tabs
• John Glasgow, CEO & CFO, Campfire.ai
• Alyson Stemas, Chief of Staff, The Suite
• Kenneth MacAskill, CFO, Snyk
• Mike Milani, Principal, Baker Tilly Capital

And more…

Don’t miss this opportunity to connect with industry leaders, innovators and professionals in the technology industry.

Full agenda coming soon.

Space is limited.