Fall 2026
Keynote
Ms. Kgil has served as our Chief Financial Officer since December 2024. Prior to joining Figure, Ms. Kgil served as the Head of Finance at Flow.life, a real estate technology company, which is a position she held from July 2023 to November 2024. From November 2018 to November 2022, Ms. Kgil was also the Chief Financial Officer of Blockchain.com, a digital asset financial technology company. Concurrently, from November 2018 to June 2023, Ms. Kgil served as the Chief Financial Officer of Blockchain Venture Fund, a digital asset investment fund. Ms. Kgil’s career began at PricewaterhouseCoopers, followed by leadership roles at a variety of financial services firms, including Fortress Investment Group and OneMain Financial. Ms. Kgil holds a bachelor’s degree in Mineral and Petroleum Engineering from Seoul National University.
Keynote
Michael Pearce leads US macroeconomic research and forecasting, and his team is ranked among Bloomberg’s top forecasters for major US economic indicators. Before joining Oxford Economics, Michael was a senior economist on the US team at Capital Economics and worked at HM Treasury in the UK. He holds degrees in Economic History from the London School of Economics and in Economics from University College London, and has lived and worked in the UK and Switzerland.
Keynote
Retired U.S. Navy SEAL Mike Sarraille is a 3x bestselling author and 4x Global Top 30 leadership speaker, ranked #3 in the world by Global Gurus in 2026, 2025, 2024, and 2023, and recognized as a Top Military Speaker in 2026. He is known for his work in leadership, organizational culture, the warrior mindset, and building high-performing teams. Mike served 20 years in Special Operations, including assignments with the Joint Special Operations Command, and led combat missions during the Battles of Ramadi and Sadr City.
After military service, Mike founded Talent War Group, a leadership development and executive search firm acquired in 2024. He now serves as Chief Talent Officer at Overwatch Mission Critical, where he helped scale revenue from $19M to $50M and built a high-performance culture recognized with 15 culture awards. In 2026, Overwatch earned Top Workplaces Culture Excellence Awards for Innovation, Employee Well-Being, Leadership, Employee Appreciation, Work-Life Flexibility, Compensation and Benefits, and Purpose and Values. Under his leadership, Glassdoor and Indeed scores increased from 3.0 to 4.9, reflecting a measurable shift in engagement and performance.
Mike is the author of The Talent War, The Everyday Warrior, and Scarlett’s Big Shot, part of the Left of Bang series for young leaders. He leads Everyday Warrior Nation, a leadership platform featured in Sports Illustrated and Men’s Journal, where he hosts a podcast and column focused on leadership and performance. He is also the host of The Unsung of Arlington on FOX Nation, now in Season 1 and Season 2, a series honoring fallen American heroes through powerful storytelling.
Mike is the founder of Legacy Expeditions, leading record-setting missions that honor fallen heroes. In January 2023, his team set four world records by skydiving onto all seven continents in under seven days. He also served as executive producer for the documentaries Drop Zone Everest and Triple 7, released in theaters nationwide. He continues to serve as an ambassador for veteran-focused nonprofits, advancing leadership through service and example.
Most importantly, he is a proud husband and father to 3 future leaders.
Keynote
Valen Tong is drawn to challenges that demand focus, speed, or scale. She thrives on identifying what’s working, uncovering what’s getting in the way, and unlocking what comes next.
Valen brings more than 20 years of experience helping public and private companies grow, turn around, and adapt to the pressures of scale and change. She has worked across CPG, B2B SaaS, retail, manufacturing, media, and edtech in Asia, Europe, and the United States. Valen’s cross-industry and global experience gives her the range to navigate diverse business models, markets, and stages of maturity.
She has served as CFO, Chief Business Officer, and General Manager. Valen has owned P&Ls and led cross-functional teams spanning strategy, partnerships, go-to-market, and product. She uses finance as a strategic lever—to test assumptions, drive alignment, and translate strategy into measurable results. Valen focuses on what scales: sustainable growth, operational efficiency, and long-term impact.
She cares about technology not for the hype, but for what it enables. Valen thinks deliberately about where the future is heading and how to build for it today. She has recently focused on applying AI not just to streamline work, but to unlock growth—accelerating innovation, strengthening teams, and rethinking how organizations invest time, talent, and capital.
Valen is the author of Finance Rewired: A Field Guide for Finance Leaders in the Age of AI, which offers practical frameworks and real-world case studies for teams navigating this transformation. She believes the future isn’t AI or humans—it’s both. Valen sees competitive advantage going to companies that can scale good judgment and build systems that support both speed and clarity.
She knows that what lasts isn’t just the numbers, but the people who grew, the systems that endured, and the problems that became simpler. Valen is driven by a mission to build what lasts and leave every business—and hopefully the world—a little better than she found it.
Keynote
Dorothy Walter is the Global CFO at Accel, a venture capital firm with over $40 billion in assets under management. She joined Accel in 2025 to further scale and institutionalize the firm’s global operations and support continued growth. She previously served as Partner and CFO at Alpine Investors where she significantly expanded the firm’s team and capabilities, including launching a portfolio advisory group and founding the firm’s capital markets team. Earlier in her career, Dorothy worked at Apple and as a fund-of-funds investor, experiences that shaped her approach to financial management and managing long-term investor relationships.
Originally from Beijing, China, Dorothy graduated from Vassar College and earned her MBA from Stanford Graduate School of Business. Outside of work, she has a deep passion for art and the outdoors. She serves on the Board of the Point Reyes National Seashore Association and believes in promoting healthy access to nature for all.
Vice President of Sales,
HighRadius
Breakfast Roundtable
Wednesday | 8:00 – 8:50 am ET
Nick Alvers is the Area Vice President at HighRadius, a leading provider of AI-driven autonomous finance software. With extensive experience guiding finance and accounting teams through enterprise digital transformations, Nick specializes in helping executive leaders modernize order-to-cash, treasury, and record-to-report operations.
At HighRadius, Nick collaborates closely with CFOs and finance executives to implement scalable, AI-powered automation strategies. His work focuses on helping mid-market and global enterprises optimize working capital, streamline cash forecasting, and enhance overall operational efficiency while mitigating financial risk.
A passionate advocate for technology-driven growth, Nick frequently engages with industry peers to discuss the evolving landscape of corporate finance, modern treasury management, and the practical applications of artificial intelligence in daily financial operations.
Founder and CEO,
Tilled
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
For over 25 years, Marybeth Gray has been dedicated to helping employers nationwide lower healthcare costs and enhance quality. Throughout her career, she has effectively reduced insurance costs and employer liability, thanks to her extensive knowledge of the insurance marketplace. Currently, she holds the position of Senior Vice President of Health and Welfare Benefits at Marsh McLennan Agency, where she oversees comprehensive account management for her clients. With expertise in analyzing healthcare utilization data and cost trends, particularly in pharmacy for large, selfinsured clients, Marybeth is a prominent thought leader at Marsh McLennan Agency, speaking at more than ten national conferences each year.
One of the key advantages she offers her clients is a unique insight into future cost drivers. She assists employers in grasping the potential financial impacts of pharmacogenomics, newly introduced specialty medications, and gene therapies. Her objective is to enhance the health of the population while reducing healthcare costs for both members and employers.
Co-founder & CEO,
Zenskar
Breakout Session
Wednesday | 12:10 pm
Apurv Bansal is the Co-founder and CEO of Zenskar, a Bessemer-backed AI-native revenue automation platform that automates the full order-to-cash process for B2B companies. Harvard MBA and former Google Product Manager, he previously served as VP at Elevation Capital as well. Zenskar recently closed Series A round, and Apurv is leading its mission to build an autonomous future of finance.
Partner and CFO,
Capstan Tax Strategies
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
Mike is the Managing Partner and Chief Financial Officer of Capstan Tax Strategies. With over 25 years of progressive experience in management, business planning, financial analysis, financial services, capital planning, technology, and real estate, Mike is uniquely qualified to oversee all aspects of Capstan’s financial and operational strategy. Known for his sincerity, creativity, and upbeat “can-do” style, Mike’s ability to turn relationships into solutions is one of his greatest strengths.
Founder & CEO,
Root Idea
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
Clyde Calhoun is Founder and CEO of Root Idea, a consulting firm helping organizations translate AI into business value. With three decades of Fortune 500 leadership experience, Clyde advises CFOs and other C-suite executives on AI strategy, adoption, decision governance, and financial controls. An inventor and patent holder, he has led global teams and delivered more than $65 million in business value. Today, his work focuses on helping executives identify where AI can create competitive advantage while building the oversight and organizational capabilities required to use it responsibly. Clyde is a recognized speaker and advisor on the rapidly evolving role of AI in business.
Senior Manager,
Plante Moran
Visionary Session
Wednesday | 9:55 am
Jacob works closely with his clients – planning with them, building with them, and celebrating with them. He prides himself on creating long-term relationships – not short-term sales — and his analytical skills and financial expertise allow him to function strategically as a trusted advisor. In the last decade, Jacob has overseen thousands of R&D, Cost Segregation, and 179D Studies resulting in over $800M of tax benefit.
Jacob speaks to audiences from coast to coast, infusing his informative talks with straightforward examples and a dash of humor.
Sr. Solutions Consultant,
Trintech
Breakout Session
Wednesday | 12:10 pm
Chirag Desai is CFO of CyFlare, a Top 100 Global MSSP, and Managing Partner of Vireo Group, a management consultancy through which he serves as a growth and financial advisor to several companies. He is also a Partner at Chloe Capital, a gender- and diversity-focused VC firm.
CFO,
Cyflare
Breakout Session
Wednesday | 12:10 pm
Chirag Desai is CFO of CyFlare, a Top 100 Global MSSP, and Managing Partner of Vireo Group, a management consultancy through which he serves as a growth and financial advisor to several companies. He is also a Partner at Chloe Capital, a gender- and diversity-focused VC firm.
CFO,
SageWater
Visionary Session
Tuesday | 1:45 pm
As our CFO, Gail oversees the Finance, Accounting, and IT functions at SageWater.
She previously served as CFO of Tinuum, a clean energy company based in Denver, CO, where she built the accounting department from the ground up over 9 years. Earlier in her career, Gail was a Senior Manager with Deloitte in their Audit and Assurance group. She has extensive experience with financial reporting and dashboards, system implementations, tax equity financing and sell-side transactions. Gail holds a B.S. in Business Administration and a Masters of Accountancy from the University of Denver. She is a licensed CPA (Colorado). Along with her business expertise, Gail plays an especially important role: Commissioner of the SageWater Fantasy Football League!
Vice President, Customer Success, Prophix
Breakfast Roundtable
Wednesday | 8:00 – 8:50 am ET
Gillian Fischer has spent nearly 15 years partnering with the office of the CFO as a Global Services Leader and Senior Consultant. Today, she leads Global Customer Success, Product Adoption, and Enterprise Enablement at Prophix, overseeing a team of CSMs, consultants, and enablement practitioners focused on long-term customer value across North America, EMEA, and APAC. With experience spanning CX, product management, and organizational transformation, Gillian is passionate about building CS functions focused on strategic partnership. Prior to Prophix, she held executive and key roles at prominent fintech and global consulting organizations.
Senior Vice President, Health & Welfare Benefits Consulting, Marsh McLennan Agency
Visionary Session
Tuesday | 10:00 am
For over 25 years, Marybeth Gray has been dedicated to helping employers nationwide lower healthcare costs and enhance quality. Throughout her career, she has effectively reduced insurance costs and employer liability, thanks to her extensive knowledge of the insurance marketplace. Currently, she holds the position of Senior Vice President of Health and Welfare Benefits at Marsh McLennan Agency, where she oversees comprehensive account management for her clients. With expertise in analyzing healthcare utilization data and cost trends, particularly in pharmacy for large, selfinsured clients, Marybeth is a prominent thought leader at Marsh McLennan Agency, speaking at more than ten national conferences each year.
One of the key advantages she offers her clients is a unique insight into future cost drivers. She assists employers in grasping the potential financial impacts of pharmacogenomics, newly introduced specialty medications, and gene therapies. Her objective is to enhance the health of the population while reducing healthcare costs for both members and employers.
Regional Director and Vice President, Robert Half
Breakfast Roundtable
Wednesday | 8:00 – 8:50 am ET
Alicia Holmes is a regional director and vice president for the Technology practice at Robert Half, where she helps organizations build the teams and capabilities needed to compete in today’s evolving business environment. During her 19-year career with Robert Half, she has specialized in talent solutions across technology, marketing, and creative functions, advising clients on workforce strategy, leadership, and talent acquisition. Alicia holds a degree in finance and spent the first seven years of her Robert Half career supporting the Finance & Accounting practice, giving her a unique perspective on the talent and leadership challenges facing today’s organizations.
Recognized for her strategic insight and collaborative leadership style, Alicia has led high-performing teams and helped organizations navigate change, embrace innovation, and achieve business objectives. She is passionate about developing talent, fostering strong partnerships, and helping leaders prepare for the future of work.
President,
Tipalti
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
Marina Ureche is a senior product marketing leader at Planful, where she defines how AI, financial close, consolidation, and planning offerings are brought to market in ways that reflect the evolving needs of finance teams. Her recent work includes the go-to-market for Planful’s AI offerings, which help finance teams free up time for the higher value, judgment work. With a background in FinTech and strategic storytelling, she helps finance leaders modernize how they plan, report, and drive business decisions. Marina is passionate about helping the Office of the CFO embrace innovation to deliver greater impact across the business.
Business Development Manager,
Capstan
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
For over 25 years, Marybeth Gray has been dedicated to helping employers nationwide lower healthcare costs and enhance quality. Throughout her career, she has effectively reduced insurance costs and employer liability, thanks to her extensive knowledge of the insurance marketplace. Currently, she holds the position of Senior Vice President of Health and Welfare Benefits at Marsh McLennan Agency, where she oversees comprehensive account management for her clients. With expertise in analyzing healthcare utilization data and cost trends, particularly in pharmacy for large, selfinsured clients, Marybeth is a prominent thought leader at Marsh McLennan Agency, speaking at more than ten national conferences each year.
One of the key advantages she offers her clients is a unique insight into future cost drivers. She assists employers in grasping the potential financial impacts of pharmacogenomics, newly introduced specialty medications, and gene therapies. Her objective is to enhance the health of the population while reducing healthcare costs for both members and employers.
Executive Director, Management Resources Practice, Robert Half
Breakfast Roundtable
Wednesday | 8:00 – 8:50 am ET
Angela Lurie is executive director of the management resources practice at Robert Half. She is the lead strategist for the program and leverages her accounting and consulting background, as well as her 22 years of experience at Robert Half. Most recently, Angela served as senior vice president of our full-time engagement professionals (FTEP) practice, focusing on refining our strategy and enhancing visibility for this unique service offering. With nearly two decades of experience in the staffing business, Angela is a leader in her industry and the business community. She serves on the advisory board for the Minneapolis-St. Paul chapter of the CFO Leadership Council and is a frequent speaker and panelist at Twin Cities industry events for organizations such as IABC MN, Team Women, Ready to Work and the Good Leadership Breakfast Series. Additionally, as a member of TeamWomen, Angela actively mentors emerging female leaders.
AP & P2P Specialist,
SoftCo
Breakout Session
Wednesday | 12:10 pm
Adam is an industry leader in financial process automation and has worked closely with CFO’s and finance professionals in Fortune 500, Fortune 1,000 and other industry-leading organizations to automate their Procure-to-Pay and Accounts Payable Processes.
VP, Controller,
Brex
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
Jacob works closely with his clients – planning with them, building with them, and celebrating with them. He prides himself on creating long-term relationships – not short-term sales — and his analytical skills and financial expertise allow him to function strategically as a trusted advisor. In the last decade, Jacob has overseen thousands of R&D, Cost Segregation, and 179D Studies resulting in over $800M of tax benefit.
Jacob speaks to audiences from coast to coast, infusing his informative talks with straightforward examples and a dash of humor.
Chief Financial Officer,
CalCPA
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
Natalie Quan is the Chief Financial Officer of the California Society of Certified Public Accountants, the nation’s largest state CPA society. In her role, she provides strategic financial leadership and oversees the fiscal operations of both organizations.Prior to joining CalCPA, Natalie served as Controller of the San Francisco Ballet Association and previously worked as a non-profit audit manager at a regional CPA firm. She holds a bachelor’s degree in accounting from San José State University and is a licensed Certified Public Accountant.A dedicated leader in her profession, Natalie is a graduate of Stanford University’s Emerging CFO Financial Leadership Program and the MIT CFO Leadership Council’s Executive Program on Accelerating Growth Through Leadership. She also serves on the Steering Committee of the San Francisco Chapter of the CFO Leadership Council and on the Board of the Better Business Bureau of Northern California. Outside of her professional work, Natalie fosters dachshunds and teaches circus arts.
Head of Equity Research,
Morningstar
Visionary Session
Tuesday | 1:45 pm
Dan Rohr, CFA, is Head of Equity Research for Morningstar, a leading independent investment research provider known for its focus on economic moats. Before assuming his current role in 2019, Rohr led the department’s team of North America-based equity research analysts. Previously, he was director of basic materials equity research and coordinated the department’s research on the Chinese economy.
Prior to joining Morningstar in 2007, Rohr worked in consulting. He holds a bachelor’s degree in history and international studies from Johns Hopkins University and a Master of Business Administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.
Director of Growth Strategy,
Tipalti
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
James Thomas is Director of Growth Strategy at Tipalti. He brings more than a decade of finance and accounting experience, first at prominent entertainment companies including Live Nation and Creative Artists Agency, then at fintech startup Tango (now part of Blackhawk Network). That background shapes his work today: building growth strategy around the challenges he once faced firsthand as a finance leader. He holds a BBA from Eastern Michigan University.
Charlie Tice, Private Equity National Practice Lead, Travelers
Visionary Session
Tuesday | 1:45 PM
Based in the New York metropolitan area, Charlie Tice brings more than 20 years of experience helping businesses manage complex risks. As Travelers’ National Private Equity Practice Leader within Business Insurance, he’s responsible for portfolio management across Travelers’ PE client base and provides executive-level support to implement enterprise-wide PE strategies.
Sr. Product Marketing Manager,
Planful
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
Marina Ureche is a senior product marketing leader at Planful, where she defines how AI, financial close, consolidation, and planning offerings are brought to market in ways that reflect the evolving needs of finance teams. Her recent work includes the go-to-market for Planful’s AI offerings, which help finance teams free up time for the higher value, judgment work. With a background in FinTech and strategic storytelling, she helps finance leaders modernize how they plan, report, and drive business decisions. Marina is passionate about helping the Office of the CFO embrace innovation to deliver greater impact across the business.
Senior Manager,
Plante Moran
Visionary Session
Wednesday | 9:55 am
Jacob works closely with his clients – planning with them, building with them, and celebrating with them. He prides himself on creating long-term relationships – not short-term sales — and his analytical skills and financial expertise allow him to function strategically as a trusted advisor. In the last decade, Jacob has overseen thousands of R&D, Cost Segregation, and 179D Studies resulting in over $800M of tax benefit.
Jacob speaks to audiences from coast to coast, infusing his informative talks with straightforward examples and a dash of humor.
Partner,
Capstan Tax Strategies
Breakout Sessions
Tuesday | 11:20 am & 3:00 pm
Jacob works closely with his clients – planning with them, building with them, and celebrating with them. He prides himself on creating long-term relationships – not short-term sales — and his analytical skills and financial expertise allow him to function strategically as a trusted advisor. In the last decade, Jacob has overseen thousands of R&D, Cost Segregation, and 179D Studies resulting in over $800M of tax benefit.
Jacob speaks to audiences from coast to coast, infusing his informative talks with straightforward examples and a dash of humor.