Wednesday, June 17

9:00 a.m. - 9:30 a.m.

Registration, Breakfast, and Networking

9:30 a.m. - 9:45 a.m.

Welcome Remarks


Rhianna Collier, VP & Managing Director, Software & Services Division, SIIA

Skip Newberry, President, Technology Association of Oregon

9:45 a.m. - 10:30 a.m.

Preparing to Sell the Company and Due Diligence

Many software companies see a transaction with a private equity firm or strategic buyer as key to their exit strategy.  As a CFO, your role in the sale of your business can be particularly important to a successful outcome.  CFOs often provide process leadership and financial due diligence, which is a critical part of the process.  A panel of technology private equity firms, M&A transaction advisors and CFOs will share experiences, best practices and recommendations.


Bill Pollatos, Partner, Transaction Advisory Services, Grant Thornton


Kelly Lang, CFO, Tripwire

Shane McDaniel, Managing Director, Ramond James

Stephen Wolfe, Partner, Mainsail Partners

10:30 a.m. - 10:50 a.m.

Networking Break

10:50 a.m. - 11:35 a.m.

Deciphering the New Rev Rec Standards

Since the new revenue recognition standard was unveiled in May of last year there has been much conjecture and confusion around what the new revenue recognition standard will ultimately mean for revenue recognition accounting, reporting, and related disclosures. This session features an interactive discussion among CFOs and accounting firm leaders regarding the challenges and issues relative to understanding the potential impacts of the standard, and how to lead the adoption process. The panel is designed to be an interactive discussion with your peers and attendees will leave with a better understanding of how the new standard will impact their company and how to mitigate bumps along the road to adoption.


Christopher Miller, Director, Finance Center of Excellence, NetSuite


Jeff Baldwin, Director, Business Operations , Jive Software

Christine Janis, Partner, Grant Thornton

11:35 a.m. - 12:20 p.m.

Questions a CFO Should Anticipate From Their CEO

The most savvy and successful CFOs are business partners with their CEO, providing valuable business insights and strategic recommendations that define the direction of their companies. They deliver value by answering business critical questions from the CEO and Board before they're asked. How do they do it? A panel of CFOs will discuss how to proactively answer meaningful questions from their CEOs.


Vijay Ramakrishnan, Senior Director, Product Marketing, Intacct


Michelle Dorado, Controller, CorSource Technology Group

Craig Stack, CFO, ProKarma

12:20 p.m. - 1:20 p.m.

Networking Lunch

1:20 p.m. - 1:50 p.m.

Conference Session


Frank Dane, Partner, B2B CFO

1:50 p.m. - 2:35 p.m.

Improving Financial Operational Efficiencies

Increasing performance by improving the efficiency and effectiveness of your finance teams can be a key competitive advantage. In this session, CFOs will share tips on how to improve overall operations and identify cost savings that impact the bottom line.


Mark Burris, SVP, Loan Team Leader, Wells Fargo


Rob Bissett, Chief Product Strategy Officer, 6fusion

Andrew Hermann, President, CorSource Technology

J.R. Storment, Co-Founder & Chief Customer Officer, Cloudability

2:35 p.m. - 3:20 p.m.

Prepare for Growth

Financial executives play a key role in accelerating strategic growth and creating competitive advantage for their companies. CFOs now need to be able to look beyond the core finance functions and participate at a strategic level, from identifying profitable business ventures to creating alliances and shaping complex change-management strategies and more. This session will examine how CFOs can take a strategic lead to help generate top-line growth and manage risks along the way.


Kimberly Odom, Director, Marketing, Software Vertical, NetSuite


Carl Billings, Senior Business Analyst, Eleven Wireless

Jeff Gaus, CEO, Prolifiq

Bob Woods, Software & Internet Advisory Director, PwC

3:20 p.m. - 3:30 p.m.

Closing Remarks

3:30 p.m. - 4:30 p.m.

Finance Happy Hour