Spring 2026 CFO Leadership Conference
Spring 2026
Campfire is the AI-native ERP for high-growth companies, automating manual accounting work like transaction categorization, bank reconciliation, and revenue recognition. Our customers close 5x faster and save up to hundreds of thousands annually.
Marsh McLennan Agency, LLC is at the forefront of employee health and benefits consulting developing innovative solutions to simplify benefits and reduce healthcare costs. Their comprehensive range of services include employee health and welfare benefits plans, pharmacy practice and coalition, absence management, life, disability and voluntary benefits, captive solutions, strategic communications, and administration solutions. With over 400 clients and more than 1 million lives entrusted to their care, MMA is a trusted advisor.
Capstan Tax Strategies helps CFOs identify and leverage specialty tax savings opportunities. Incentives like R&D Tax Credits, Cost Segregation, and the Energy-Efficient Construction Deduction allow taxpayers to recoup dollars they’ve already spent, generating a new – and often renewable – source of non-dilutive capital to reinvest in growth.
Our deep technical expertise, client-centered approach, and commitment to responsiveness ensure a seamless experience from start to finish. We focus on maximizing opportunity while maintaining compliance, so CFOs can feel confident choosing Capstan.
capstantax.com
For high-velocity businesses, Tipalti provides a comprehensive, multi-entity accounts payable solution. Tipalti customers wipe out 80% of their payables effort, enabling them to focus on business strategy. It’s the ideal upgrade from other AP automation products. Tipalti maintains its 98% customer retention with over 1000 customers.
Monkey is a working capital platform that enables real-time funding of receivables through competitive bidding. We connect enterprizes, their suppliers, and a network of over 115 financial institutions through a single, fully automated and transparent platform.
Ambitious finance leaders use Prophix to drive progress. By improving the speed and accuracy of decision-making, Prophix’s Financial Performance Platform elevates the talents of finance teams to do their best work. Crush complexity, reduce uncertainty, and illuminate insights with access to best-in-class AI insights and planning, budgeting, forecasting, reporting, and consolidation functionalities.
Robert Half connects companies with specialized talent to build successful businesses and rewarding careers.
Facing challenges with skill gaps, limited bandwidth, or finding key contract or permanent talent? Looking to reduce tech debt and unlock the full potential of AI? We’re here to help.
Robert Half can help you achieve business goals through a scalable talent delivery model that flexes to fit your needs at every stage of a project.
As the parent company of Protiviti®, a global consulting firm, together we can help drive sustainable growth by combining world-class finance consulting and the world’s largest network of finance contract talent.
Explore our talent solutions, research, and insights at RobertHalf.com.
Baker Tilly is a top Sage Intacct reseller, integrator and solutions provider and has been named Sage Intacct Partner of the Year since 2014. We help businesses undergoing high growth or significant organizational change modernize their finance and accounting technology stack. Baker Tilly offers an unrivaled customer experience, underpinned by our outstanding implementation, customer support and product development teams. Together, this team creates seamless integrations and enhancements, world-class support and game-changing analytics products all built on and for the Sage Intacct platform. We work with our customers to maximize their investment in Sage Intacct and gain a competitive advantage.
Boost productivity with business and financial management in one solution. Make faster decisions with real-time data and visibility across your portfolio.
Personiv provides customized finance and accounting outsourcing services that unlock operational efficiencies saving you valuable resources and time. Do more with less by turning transactional finance and accounting tasks into avenues for cost savings and strategic growth. With 30+ years of experience, Personiv delivers customized, cost effective solutions that enhance team your team’s productivity and save >50% in cost. Teams from 1 – 100 manage everything from back-office functions to AP/AR to comprehensive finance and accounting department. Personiv enables you to focus on
what matters most – your core business.
PEX powers the next generation of expense and spend management. Headquartered in New York with nearly two decades of experience, PEX offers flexible card programs paired with a powerful expense management platform. PEX helps businesses simplify employee spending across departments, locations, and projects—while providing real-time visibility and control.
Procurify is an AI-enhanced procurement and AP automation platform. We help teams take control of spend with a complete procure-to-pay system that brings purchase requests, approvals, purchase orders, invoicing, payments, and spend insights into one workflow. Named the #1 Mid-Market Purchasing Software by G2, Procurify is trusted by hundreds of customers to manage over $30B USD in spend, with integrations for NetSuite, Sage Intacct, Microsoft Dynamics 365, and QuickBooks Online.
Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in controls and intelligence to maximize the impact of every dollar and hour spent. Over 30,000 customers, from family farms to space startups, have saved $2 billion and 20 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually.
Rippling Spend offers finance organizations a comprehensive spend management solution, consolidating payroll, expenses, travel, and accounts payable into a unified platform. It eliminates the need for multiple systems and manual reconciliation, ensuring a seamless integration with your existing accounting software. Using the Employee Graph, it simplifies the management of permissions and policies, enhancing visibility and providing deep insights into your financial operations for strategic decision-making.
Trintech helps organizations reclaim time for what matters most. Its cloud-based platform and solutions enable thousands of clients worldwide to transform productivity across their finance and accounting functions – driving efficiencies, ensuring accuracy to mitigate risk, and supporting strategic decision-making. Trintech helps organizations make time count.
Spring 2026 CFO Leadership Conference