Insight Summits

Such an honor to attend?the Newport Beach CFO Roundtable! ?? It was great connecting with top finance leaders to?exchange insights and be part of conversations that shape the future of corporate finance. Thanks to Insight Summits for bringing together such a fantastic group! #CFO #FinanceExcellence #PRP

This week the Insight Summits team had the pleasure of hosting a premier group of SoCal based Finance Executives for our Newport Beach CFO Roundtable! Thank you to our Panelist Speakers! Peter Casciani CFO of Ticketmaster | Ryan Ippolito CFO of Terumo Neuro | Adam Townsend CFO of VIZIO | Harsh Chowdhary CFO of goop Kitchen | Eric B. Chin, CPA CFO of Akido Labs | Mike Feher CFO of CathWorks | Hendry Lim CFO of MP Biomedicals | Gary Lu, CPA CFO of Biomerica, Inc. Thank you to our Sponsors! Baker Tilly US | BMO | Fortuna Advisors LLC | HUB International | LeaseCalcs, Inc. + Savills | Profit Recovery Partners It turns out that quality discussions, timely content, and beautiful views is a winning combination!??? Southern California is home to some of the world’s most influential and innovative corporations, and this event could not have been possible without their support.?It was a day full of impactful insights around Corporate Finance, Treasury Management, Digital Transformation, Profit Optimization, Lease Accounting Tactics, Executive Insurance, Value Creation, Economic Outlook, Organizational Resilience… and all things relating to the “Office of the CFO”. It was an honor to help broker these connections, and we're grateful to all participants for making this a world-class “debut” conference in the Newport Beach market! #NewportBeachCFORoundtable #CFO #CorporateFinance #FinTech #ValueCreation #Finance #Treasury

Join the Insight Summits team on February 5th for our 2025 Newport Beach CFO Roundtable event!? The day will feature quality peer-to-peer networking, meaningful dialogue, and timely solutions content, all in a closed-door and white glove setting. We have an incredible group of local SoCal finance executives set to join, and only have a few seats remaining.? If you’re a local CFO or Corporate Finance Executive – please reach out to learn more about the program and secure your spot to attend! Thank you to our industry leading sponsors for helping to shape the content, and for making this event possible: ? Baker Tilly US | BMO | Fortuna Advisors LLC | HUB International | LeaseCalcs, Inc. + Savills | Profit Recovery Partners #CFORoundtable #CFO #CorporateFinance #Executive #Leadership #Treasury #Finance #Strategy

I had the pleasure of attending my first CFO Roundtable hosted by Insight Summits in Miami, and it exceeded all expectations! It was a fantastic day of learning and networking with some of the most insightful CFOs from across the region. The views of the city were stunning, but the real highlight was the discussion around how we, as financial leaders, continue to innovate and evolve the financial landscape within the organizations we represent. One of the standout takeaways for me was the emphasis on how technology is reshaping the financial world. From automating processes to delivering data-driven insights, it’s clear that embracing these tools is no longer optional—it’s essential for productivity and efficiency. This aligns perfectly with my own growing focus on leveraging technology and data to drive not only business growth but also long-term profitability. A big thank you to the sponsors and organizers for facilitating such a valuable event. The experience has left me even more motivated to continue evolving and adapting financial strategies to meet the demands of our ever-changing business landscape. Looking forward to applying these insights to make an impact! #CFOLeadership #Innovation #Technology #FinancialOperations #DataDriven #BusinessGrowth #Profitability #Networking #MiamiEvents #InsightSummits

The Insight Summits team had the pleasure of hosting an incredible group of leading South Florida based CFOs and Corporate Finance Executives yesterday for our #MiamiCFORoundtable event! Throughout the day, corporate finance executives and industry leading solution providers came together to make invaluable connections, share collective insights, and dive into the state of the “Office of the CFO”.?We had a room full of CFO energy from start to finish – the caliber of engagement truly makes the work we do at Insight Summits that much more meaningful! We want to give a huge thank you to all our sponsors, panelist speakers, and attendees for making this a special event for the local community!?We can’t wait for the next one in the 305! Thank you to our panelist speakers! Patrick Baumann, CFA? Kourtney Corcoran Joel Rivas Sven Jensen Lourdes Pineda Luiziana Carbonaro Sergey Lypko Thank you to our sponsors! DocuPhase | ERA Group - North America | FlexTecs, Flexible Technology Solutions | Fortuna Advisors LLC | Komgo | LSQ #CFO #CFORoundtable #CorporateFinance #Executive #Leadership #FinTech #Treasury #Finance #Strategy?

The countdown begins – we are now just under two months away from Insight Summits 2024 Miami CFO Roundtable on October 16th! We have an all-star group of CFOs and corporate finance executives set to join, and could not be more excited for a day full of premier networking, meaningful dialogue, and timely solutions content. If you are a local CFO / finance executive in the Miami or broader Florida area – please reach out to learn more about the program and how to get involved in the day’s activities and discussions! Thank you to all our sponsors for your partnership and for making this event possible. DocuPhase | ERA Group - North America | FlexTecs, Flexible Technology Solutions | Fortuna Advisors LLC | Komgo | LSQ #CFORoundtable #CFO #CorporateFinance #Executive #Leadership #FinTech #Treasury #Finance #Strategy