?? We’re thrilled to announce that our 7th CFO Roundtable in Washington, DC is around the corner (December 5th) and we are officially fully subscribed! ?? This exclusive gathering of 20+ esteemed CFOs and finance leaders will dive into some of the most pressing topics shaping the future of finance: ?? Strategic 2025 Planning: Balancing growth, profitability, and CFO leadership ?? AI & Automation: Transforming the finance function and unlocking efficiency ?? Becoming Data-Driven: Forecasting, pricing, and driving data-informed decisions ??? Board Management: In the current economic environment and in midst of AI-driven disruption We’re honored to have John Kinzer, Mike Empey and Jim O'Neill leading the conversation, with a special guest appearance by AI thought leader - Kevin Dewalt from Prolego and expert moderation by Robert Morton, PCC to ensure a focused and impactful agenda. We can’t wait to hear the insights and ideas shared around the table! For those who couldn’t join this time, stay tuned for updates and future roundtables. #CFOLeadership #FinanceInnovation #AIinFinance #DataDrivenDecisions #ExecutiveLeadership
FinQore (Formerly SaaSWorks)
科技、信息和网络
Boston，MA 1,268 位关注者
Democratizing the data-driven insights and expertise required to build and manage high-growth, high-value companies
关于我们
FinQore (formerly SaaSWorks) equips Finance Teams at complex, sophisticated businesses to drive strategic decisions by powering a single source of revenue, customer, and usage truth. Our continuously managed solution unifies, monitors, and streams data and insights back to you without the high-cost of big teams and external firms, or the tight constraints of one-size-fits-all solutions. Finance Teams choose FinQore to maximize focus and insights, minimize cost and complexity, and mitigate errors and expenses.
- 网站
-
https://www.finqore.com
FinQore (Formerly SaaSWorks)的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 11-50 人
- 总部
- Boston，MA
- 类型
- 私人持股
- 创立
- 2019
- 领域
- SaaS、Software as a Service、Subscription Companies、Customer Success和Revenue Operations
地点
FinQore (Formerly SaaSWorks)员工
动态
-
A big thank you to The F Suite and Mark Diment, CPA, MBA for hosting us at the AI Demo Day! The event was exceptionally well-organized, and we thoroughly enjoyed preparing and presenting our fully AI-driven demo, perfectly aligned with the spirit of the day!
Experienced Business Development Leader | Startups | Tech | Venture Capital | Innovator
What happens when finance leaders and emerging AI solutions come together? Last week, we wrapped up our first-ever AI Demo Day at The F Suite, And I couldn't be more excited about how it turned out. Over 180 members joined us to dive into how four pioneering companies are transforming the financial technology stack with AI. The energy and the feedback we received was beyond incredible. One member even shared, “Best event I have attended thus far. The vendors were relevant, and the insights were invaluable.” But what really stood out to me were the leaders/visionaries driving these companies forward and driving meaningful change: Firmbase: Led by Tomer Federman (formerly at Meta), they are redefining how FP&A teams leverage AI to navigate financial planning challenges. FinQore (Formerly SaaSWorks): Founded by Vipul Shah & Jim O'Neill, their experience at companies like HubSpot and Goldman Sachs is helping bring a fresh perspective to AI-driven financial analysis. Runway: Siqi Chen brings his incredible & diverse background—NASA, Zynga, and Postmates—to innovate in financial forecasting in an exciting way. Tabs: Led by Ali Hussain (formerly at Latch and BCG), Tabs is based right here in NYC (they recently closed their Series A) and is streamlining financial processes in ways that are both forward thinking and impactful. This event wouldn’t have been possible without the hard work of our team, our engaged community of CFOs and finance leaders and of course our sponsors who made this event so special. How do you see AI transforming the finance industry in the coming years? Drop your thoughts below! #CFOs #AI #thefsuite
-
-
After every one of our CFO Roundtables, I find myself saying, 'This was the best one yet!' ?? And the Toronto Roundtable was no exception—it truly stood out. The discussion highlighted below sparked such engaging conversations, with every finance leader bringing unique perspectives to the table. We are thankful ?? to all our attendees for participating in these dynamic exchanges that make these Roundtables so special!
CFOs are no longer just stewards of financial data—they are architects of strategy and guardians of accountability. ?? ?? At our 6th CFO Roundtable in Toronto, a key discussion centered on how CFOs have evolved beyond traditional finance and accounting roles to become indispensable strategic advisors. Positioned as “standing in the financials,” CFOs interpret numbers not as static figures but as dynamic reflections of operational performance. This unique perspective empowers them to bridge financial outcomes with operational realities ??, drive accountability across teams ?, and meet growing board expectations for actionable insights, predictions, and accountability. ?? Curious to dive deeper into this discussion? Read our latest blog and discover how tools like FinQore (Formerly SaaSWorks) are helping CFOs turn data into strategy effortlessly: https://hubs.li/Q02YW5H_0 #CFOLeadership #StrategicFinance #DataDrivenDecisions
-
-
CFOs are no longer just stewards of financial data—they are architects of strategy and guardians of accountability. ?? ?? At our 6th CFO Roundtable in Toronto, a key discussion centered on how CFOs have evolved beyond traditional finance and accounting roles to become indispensable strategic advisors. Positioned as “standing in the financials,” CFOs interpret numbers not as static figures but as dynamic reflections of operational performance. This unique perspective empowers them to bridge financial outcomes with operational realities ??, drive accountability across teams ?, and meet growing board expectations for actionable insights, predictions, and accountability. ?? Curious to dive deeper into this discussion? Read our latest blog and discover how tools like FinQore (Formerly SaaSWorks) are helping CFOs turn data into strategy effortlessly: https://hubs.li/Q02YW5H_0 #CFOLeadership #StrategicFinance #DataDrivenDecisions
-
-
Must attend CFO Strategy session with John Kinzer, Mike Empey, Jim O'Neill, and many prominent DC area finance leaders. Join the waitlist. I am excited to be back in DC and for FinQore (Formerly SaaSWorks) to be the host.
?? Join Us for Our 7th CFO Roundtable in Washington-DC ?? We are delighted to invite DC CFOs and Finance Leaders to an exclusive roundtable gathering on December 5th, 2024! ?? This Roundtable will feature an engaging discussion led by experts like John Kinzer (former CFO-HubSpot), Mike Empey (CFO-Registrar), Jim O'Neill (CTO, AI-Expert FinQore) and Kevin Dewalt (Founder, AI-Expert Prolego). ??Why You Should Attend: * Participate in candid conversations on AI’s impact on finance. * Explore key KPIs crucial in today’s macroeconomic climate, specifically for PE backed-businesses. * Discover strategies for building lean, high-performing finance teams. * Gain valuable insights into the outlook for 2025. Since our launch, we’ve had the pleasure of hosting over 109 CFOs and finance leaders in Boston, New York, Austin, and Toronto. After receiving fantastic feedback, we’re excited to bring this exceptional event to DC. ?? Spots are filling up fast! Don’t miss your chance—to join the waitlist: https://hubs.li/Q02VhR610 Connect, learn, and grow with the best in finance. We can’t wait to welcome you! ?? #CFORoundtable #FinanceLeaders #TorontoEvents #Networking #AIInFinance
-
-
?? Join Us for Our 7th CFO Roundtable in Washington-DC ?? We are delighted to invite DC CFOs and Finance Leaders to an exclusive roundtable gathering on December 5th, 2024! ?? This Roundtable will feature an engaging discussion led by experts like John Kinzer (former CFO-HubSpot), Mike Empey (CFO-Registrar), Jim O'Neill (CTO, AI-Expert FinQore) and Kevin Dewalt (Founder, AI-Expert Prolego). ??Why You Should Attend: * Participate in candid conversations on AI’s impact on finance. * Explore key KPIs crucial in today’s macroeconomic climate, specifically for PE backed-businesses. * Discover strategies for building lean, high-performing finance teams. * Gain valuable insights into the outlook for 2025. Since our launch, we’ve had the pleasure of hosting over 109 CFOs and finance leaders in Boston, New York, Austin, and Toronto. After receiving fantastic feedback, we’re excited to bring this exceptional event to DC. ?? Spots are filling up fast! Don’t miss your chance—to join the waitlist: https://hubs.li/Q02VhR610 Connect, learn, and grow with the best in finance. We can’t wait to welcome you! ?? #CFORoundtable #FinanceLeaders #TorontoEvents #Networking #AIInFinance
-
-
?? Celebrating A Major Milestone at Our CFO Roundtable! ?? Today, we are thrilled to be hosting our ## 6th CFO Roundtable ## in Toronto, the city affectionately known as “The 6” (thanks, Drake! ??). It feels like a perfect match—our 6th Roundtable in "The 6!" This event marks a significant milestone—having officially welcomed over 109 CFOs and finance leaders at our Roundtables. Through these gatherings, we’ve gained invaluable insights into the daily challenges and strategic responsibilities of finance leaders. The role of the CFO has expanded, becoming more strategic than ever. Today at the roundtable, key discussion topics include: - Fundraising & Exit Planning - Building the Modern Finance Function - Strategic Finance Leadership - Performance Measurement & Optimization We’ll also be diving into the implications of #AI for Finance, a conversation led by FinQore's CTO Jim O'Neill, followed by an in-depth, around-the-table discussion with all attending finance leaders. ?? Interested in joining our next CFO Roundtable? Click here for details: https://hubs.li/Q02TM7qn0 ?? Have a topic you’d like us to consider for a future roundtable? Drop your suggestions in the comments below! #CFORoundtable #FinanceLeadership #Networking #Toronto #The6 #FinQore
-
-
?? Struggling to forecast revenue with accuracy? FinQore (Formerly SaaSWorks)'s latest webinar, led by Paul Barnhurst - "The FP&A Guy"—dives into the essential tools and techniques you need to refine your revenue forecasting strategy. ??? Key Takeaways from the Webinar: - Understand key forecasting challenges for FP&A teams - Discover various revenue forecasting models - Learn how to choose a forecasting model for your business - See how advanced platforms like FinQore streamline and elevate data processes ?? Click here to read the detailed takeaways and proven strategies as shared by Paul: https://lnkd.in/erX6_VxE Connect with FinQore (Formerly SaaSWorks) to explore how we automate your data prep. Let's drive accurate revenue forecasts together! #FPA #RevenueForecasting #FinancialPlanning #BusinessGrowth #FinQore #FinanceLeaders
-
?? Join Us for Our 5th CFO Roundtable in Toronto ?? We are delighted to invite Toronto’s CFOs and Finance Leaders to an exclusive roundtable gathering on October 17th, 2024! ?? This Roundtable will feature an engaging discussion led by Donna de Winter recognized as one of the Top 50 Women Leaders in SaaS 2022 by the Software Report. Why You Should Attend: * Participate in candid conversations on AI’s impact on finance. * Explore key KPIs crucial in today’s macroeconomic climate. * Discover strategies for building lean, high-performing finance teams. * Gain valuable insights into the outlook for 2025. Since our launch, we’ve had the pleasure of hosting over 60 CFOs and finance leaders in Boston, New York, and Austin. After receiving fantastic feedback, we’re excited to bring this exceptional event to Toronto. ?? Spots are filling up fast! Don’t miss your chance—secure your invitation today: https://hubs.li/Q02Ngw9L0 Connect, learn, and grow with the best in finance. We can’t wait to welcome you! ?? #CFORoundtable #FinanceLeaders #TorontoEvents #Networking #AIInFinance
-
-
?? FinQore (Formerly SaaSWorks) is delighted to be sponsoring the #JAMFINTOP2024 Annual Summit! ?? We warmly invite all JAM FINTOP business leaders at the Summit to participate in the #CFORoundtable on Tuesday, Sept. 24th at 9:00 AM on the Green Track. ??? Join the discussion with John Kinzer (Experienced Board Member, former CFO-HubSpot) and Vipul Shah (Co-Founder, CFO - FinQore) on "Scaling Smarter" and explore why high-growth companies should rethink their approach to finance early. Don't miss out on this chance to explore critical questions and network with fellow business leaders. We look forward to seeing you there! #CFO #FinanceLeadership #ScalingSmarter #FinQore
-