The F Suite

Deputy CFO, the new F Suite community for the CFO’s deputies (Head of Finance, VP Finance, Controllers) of large tech companies, launched on a boat!? With 150+ members from large tech companies like Shopify, Datadog, Saildrone, Atlassian, etc, joining in less than a month since launch, this new community is off to the races! To kick off, we met in New York and San Francisco, to network, discuss, and learn from each other. The theme, “Stepping Up & Standing Out” focused on how this group could elevate performance and position themselves as indispensable partners to their C-Suite. Due to Chatham House rules we can’t disclose specific details, but we can share some key high-level themes: ?? There’s No One Path to CFO – Create Your Own ??Strengthen Your Strategic Finance Skills to Stand Out ??Invest in Relationships with Recruiters & Internal Stakeholders ??Adapt Your Skill Set to Fit the Company’s Needs ??Know the Difference Between Accounting & Strategic Finance ??Don’t Chase Titles—Master Your Unique Value Proposition ??If You Want to Be a CFO, Act Like One Now A big thanks to our moderators and speakers for sharing their expertise with the community: Edward Chung (Chief Financial Officer @ Jerry) Nihal Shah (Chief Financial Officer @ Crossover Health) Chris Davis (CFO at Alma) Nigel Glenday (CFO at Masterworks) John Janedis (CFO at Fubo) Kate Mikolenko (VP Finance, CAO, Interim Co-CFO @ inDrive) Ameet Padte (SVP at Fubo) And thank you to all the members who came out to share and support their peers: Nandan Amladi, ChargePoint Zaeem Ansari, Virgin Hyperloop Dipti Arora, Circleci Abhishek Banerjee, Houzz Misa Batcheller, Oura Seth Bressack, Shopify Daniel Busby, Click Therapeutics? Brandon Butera, CPA, Thousand Eyes Iryna Buynytska, CPA, ZEDEDA Alex Cedro, Tipalti Irina Cohen, Ordr Inc. Jay Edwards, Figure Tofique Elder, CPA, Masterworks Vin Farley, COTA Matt Ghering, Motive Craig Glasgow, Datadog Marla Griffith, Banked Marty Huang, ServiceNow Ruchi Kasliwal, ZEDEDA Rich Kersting, Kapitus Jonathan Katz, Skydio Kaustubh Khandelwal, Poshmark Nathan Krasnick, Masterworks Michael G. Levine, Fireblocks Gene Liu, Atlassian Vishal Madan, NBA Tyler Markgraff, HighLevel Dan Menudier, Imply Matthew Merckling, Ocrolus Indranil Mitra, Alma Chandra Nath, DevRev Diego Noto, Saildrone Conor O'Donoghue, Ocrolus Adelina Pepenella, G/O Media, Inc Mark Reilly, Bluevine Anthony Rose, CFA, Kapitus Mike Sabes, Anthropic áki Siebelink, Autotech Ventures John Smith, Fireblocks Gianni VillaSanta, LeapXpert Karan Walia, Palo Alto Networks Wei Wang, Cequence Security Inc. Blake Williams Learn more and apply to join the F Suite community: https://lnkd.in/eFfxvHgH

At our recent senior CFO offsite in Sonoma, one theme emerged above all: ?????? ???????????????????? ???? ???????????? ???????? ???? ?????????????? ???? ??????. Together with Gautam Gupta (General Partner, A*), The F Suite brought together a group of 20 prominent tech CFOs at an exclusive offsite in Sonoma. Co-chairs Laura Nadler (CFO, One), Scott Stockberger (CFO, Cedar), and Evan Fein (Global Chair, The F Suite) curated the conversation over 2 days of breakouts, shared meals, firepits, late-night smores, including diving deep on: ? Balancing sustainable growth with capital efficiency ? Driving AI and emerging tech adoption ? Elevating leadership skills So, why should we prioritize our well-being as CFOs? Only then can we, as CFOs, truly take care of the organization during this moment. At the end of the day, a true leader—one who is equipped to seize the opportunity—is the one who ???????????????? ???????????? ???????? ???????????????????? ???????????????? ???? ???????????? ??????????????????, ?????????????????????? ??????????????????????, on behalf of the business and the team. The thoughtfully designed guided personal reflection exercises (data-driven coaching, morning yoga, guided meditation) combined with intentional networking (fireside conversations, small group breakouts, curated 1-on-1 conversations), all while nestled in the oasis that is Sonoma County, enabled attendees to have authentic conversations about many of the tensions today’s CFO is facing. There is no shortage of concerns vying for the CFO’s attention. The tension (or harmony) between growth and profitability. The pressure to do more with less and how to unlock greater value with intentional investments in people, processes, and technology. It is the offsite events that help pull CFOs out of the daily grind and help us consider what the role of the CFO is, and if we are fulfilling it. The role is constantly changing and these events keep us current and thoughtful on how to meet the needs of ourselves and our companies. A big thanks to all our members who came out to engage with and support their peers at this special event: Charlotte Beard, CFO Form Energy Igor Beckerman, CFO Jumio Corporation Rodrigo Brumana, CFO Poshmark Mateo Bryant, CFO Minted Katy Coffey, CFO WatchGuard Technologies, Inc. Steve Cook, CFO Omada Health, Inc. Simon Edwards, CFO Conga Stephanie Fielding, CFA, CFA, CFO Stord, Inc. (Former) Sapna K., CFO Sensor tower Josette Leslie, CFA, CFA, CFO CAIS Dan Li, CFO Snagajob (Former) Josh Marehbian, CFO FabFitFun William Petrie, CFO Ramp David Quinn, CFO Bluevine Christy Schwartz, CFO Opendoor Technologies Inc. Muhammad Shahzad, CFO Relativity Space David Sheen, CFO Vestwell Sindy Wilson, CFO Kickstarter Brian Weisberg, CFO The Suite And finally, a huge thanks to Bruno Carlucci Pontes, CPA at Baker Tilly US and Libby Francke, CPA at Klarity AI for their support of this event and for sharing their knowledge/expertise with our community!

?? To My Network – Celebrating Over a Year with The F Suite! It’s hard to believe it’s already been over a year since I joined the F-Suite community! This journey has been filled with invaluable insights, meaningful connections, and continuous growth. I’m thrilled to announce that The F Suite is launching the Deputy CFO Program, and I’m excited to be hosting a lunch on a boat (yes, you read that right! ??) on March 4th with two incredible leaders: ? Ed Chung, CFA, CFO at Jerry ? Nihal Shah, CFO at Crossover Health Looking forward to connecting, sharing experiences, and learning from some of the brightest minds in finance. #FSuite #DeputyCFOProgram #FinanceLeadership #NetworkingLunch #GrowthAndLearning #FinanceCommunity #LeadershipInsights #CFOJourney #CareerDevelopment #FinanceNetworking #LearnAndGrow

We’re excited to introduce the newest F Suite program, DeputyCFO, designed specifically for senior finance leaders who report directly to the #CFO at large tech companies. We’re kicking things off with 2 exciting launch events (register in the comments): ? March 4th: Deputy CFO San Francisco Launch Event (on a boat!) hosted by Kate Mikolenko, CPA, VP, CAO & Interim Co-CFO, inDrive ? Speakers Include: ? Ed Chung, CFA, CFO at Jerry ? Kate Mikolenko, CPA, VP, CAO & Interim Co-CFO at inDrive ? Nihal Shah, CFO at Crossover Health ? March 7th: Deputy CFO New York Launch Event at Fubo Headquarters hosted by John Janedis, CFO, Fubo, and Ameet Padte, SVP, FP&A, Corporate Development, and Investor Relations at Fubo ? Speakers Include: ? John Janedis, CFO, Fubo ? Chris Davis, CFO at Alma ? Nigel Glenday, CFO, COO, & Board Member at Masterworks Our goal is to connect Deputy CFOs with their peers in this exclusive, specialized community. From dedicated discussions on our community platform to intimate salon gatherings to virtual events to access to insider polls and more, the DeputyCFO group has what you need to make better decisions faster. And, we are introducing our new CFO Academy, a new multi-session accelerator program designed to elevate your financial leadership skills. Learn from seasoned CFOs and acquire the knowledge and strategies to execute at the highest levels of finance leadership. To learn more about the DeputyCFO group and apply for membership or nominate someone, visit: https://lnkd.in/ebhhQmCg

Tax season? Time for great CFOs to shine. The F Suite’s ???????? ?????? ??????????: ??????, ??????????, ?????? ???????????? ?????????????????? ?????????? on February 19 in San Francisco is one of many opportunities for our members to refine their skills and build strong relationships through curated peer discussions. This kickoff event for our FundCFO community, led by members Kristin Drew (CFO, CapitalG) and Monica Johnson (Operating Partner & CFO, NGP Capital), will address a key question on the minds of many investment fund CFOs: how will 2025’s policy changes impact your fund’s tax strategy, regulatory compliance, and operations? If you’re a senior finance executive at a VC or PE firm and want to join us at this event, request an invitation at: https://lnkd.in/e2yquWTK A special thanks to our sponsors Sidley Austin LLP. Can’t join us in person? Apply (in the comments) to become a member of the F Suite and receive real-time access to some of the best Finance executives across the globe.

One of the benefits of membership in The F Suite community is attendance at our exclusive events. These events are complimentary for our members and provide CFOs and financial leaders access to top-tier content curated by industry leaders. We host live and virtual events throughout the year and in many cities across the globe. Our live events include dinners, offsites, and conferences offering ample in-person networking opportunities. Here’s a sneak peek at what’s coming: ? Fund CFO Salon: Tax, Audit, and Policy Readiness (February 19, San Francisco) ? Growth Stage CFO Salon: Strategic Fundraising ? February 19, Seattle ? February 20, DC ? February 25, Chicago ? February 25, Boston ? The Outlook virtual panel discussion (February 27) Make 2025 the year you level up by applying for membership to the F Suite by visiting https://lnkd.in/gskgvpTY

?? ????'???? ????????????: ???????????????? ???? ?????????????????????? ???? The F Suite! ?? Do you thrive at the intersection of ??????????????, ????????, ?????? ?????????????????? ????????????????? Are you ready to shape impactful programming for ???????? ???????? ?????? ????????????????, ???????????? ??????????????????, ?????? ???????????????????? ??????????? If so, this could be your next big opportunity! ???????? ????’???? ?????????????? ??????: ?? ????????????????????: 2-5 years in programming, events, finance or learning & development. ?? ??????????????: A love for tech, finance, and creating meaningful connections. ?? ????????????: Strong organizational, writing, and relationship-building abilities. ???????? ??????’???? ????: ? ???????????? ?????????????????? ?????????????????????? by working with The F Suite member CFOs to address key challenges like IPO readiness, growth vs. profitability, and spend management. ? ???????????????? ?????????????? ????????????, ??????????????, ?????? ?????????????????????? featuring top CFOs and leaders from industry-leading growth-phase startups and public companies. ? ?????????????????????? ???????? ???????????????? to deliver actionable insights that resonate with our CFO community. ? ???????????? ???????????????? ?????????????????? by managing day-of logistics and virtual event platforms. If you're detail-oriented, tech-savvy, and excited to drive real impact in the CFO community, we’d love to hear from you! ?? ?????????? ???????? ?????? ?????????? ?????????? ????: https://lnkd.in/eiFrEGKd Know someone who’d be a great fit? ?????? ????????, share this post, or send it their way. Together, let’s build something extraordinary. ??

????????’?? ?????????????? ???????? ???????? ???????? ?????????? ?????????????????? ????? David Sheen, CFO at Vestwell and F Suite member, offers his insights on how CFOs can leverage AI effectively while overcoming common hesitations. His advice? Start by thoroughly testing AI tools to ensure their outputs align with your expectations. In this 1-minute clip, David shares a few more tips on how CFOs are addressing AI’s “black box” challenge and driving efficiency within their organizations. Special thanks to Ali Hussain, Founder & CEO of Tabs, for moderating this panel discussion. For more practical strategies and insights like this, join The F Suite? to connect with forward-thinking CFOs.

We’re thrilled to officially welcome Brian Weisberg to The Suite team as our new CFO and GM of The F Suite! Since the inception of The F Suite, Brian has been a key contributor and driving force behind its success. As a founding member, he has led impactful discussions, hosted virtual clubhouse sessions, and served on our member advisory board—consistently demonstrating his leadership and dedication to our community. Brian’s deep understanding of finance and his commitment to fostering collaboration among CFOs make him the perfect fit for this role. We can’t wait to see the expertise and vision he brings to The Suite. Please join us in congratulating Brian on this exciting new chapter!