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Register for 
TakeControl 2026

Speakers

Alex Pirie

Director of Internal Audit

Novel Services

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Alex Pirie

Director of Internal Audit

Novel Services

Alex serves as the Director of Internal Audit for Novel Services bringing over a dozen years of audit experience, including internal and external, to the role. He specializes in the Property and Casualty insurance industry. Alex received his Undergraduate degrees in Finance and Accounting, as well as a Master's in Accounting, from the University of Georgia (Go Dawgs!).

Ashley Randall

Director of Accounting

Equinox

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Ashley Randall

Director of Accounting

Equinox

Ashley Randall is the Director of Accounting at Equinox, where she oversees month-end close, audit procedures, and financial reporting analysis for the Equinox, Blink, and SoulCycle portfolios. With a strong background spanning public accounting, tax, and corporate finance, Ashley specializes in scaling internal financial controls and optimizing accounting workflows. Her notable achievements include designing automated reconciliation models and transitioning multiple siloed accounting departments into a single shared services infrastructure. She is an alumna of Western Michigan University.

Ben Alberts

Senior Product Manager

FloQast

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Ben Alberts

Senior Product Manager

FloQast

Ben Alberts is a Senior Product Manager at FloQast, leading the development of next-generation platforms and AI-driven workflows. Over the last decade, Ben has built a standout track record managing cloud-scale products, previously scaling Hyperproof's Risk Platform into a multi-million-dollar ARR line and spearheading enterprise feature launches at Microsoft for Word and Azure. He holds a degree in Computer Engineering with a minor in Business from the University of Michigan, blending deep technical acumen with business strategy.

Ben Cirillo

Group Financial Controller

Hazeldenes

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Ben Cirillo

Group Financial Controller

Hazeldenes

Benjamin Cirillo is the Group Financial Controller at Hazeldenes. With a rich background spanning private equity-backed, venture-backed, and ASX-listed businesses, Ben specializes in capital raising, post-acquisition integration, and operational scaling. He previously served as the Interim CFO of Vitura Health (ASX:VIT), where he navigated public board governance and strategic corporate development. Today, Ben is a leading voice on digital transformation in accounting, currently spearheading an AI initiative at Hazeldenes to eliminate more than 1,000 hours of manual operational friction. He is a qualified Chartered Accountant (CA ANZ).

Billy Klein

Solutions Architect

FloQast

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Billy Klein

Solutions Architect

FloQast

Billy Klein is an AI Solutions Architect II at FloQast. Drawing on his foundational roots as an EY auditor, Billy bridges the gap between strict financial compliance and cutting-edge fintech innovation. He specializes in designing and implementing FloQast Transform AI Agent workflows, helping enterprise accounting teams automate their month-end close operations while maintaining absolute auditability and control. He is an alumnus of the Virginia Tech - Pamplin College of Business.

Carina Hira

Finance Transformation Partner

CFGI

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Carina Hira

Finance Transformation Partner

CFGI

Carina Hira is a Finance Transformation Partner at CFGI, where she led the CFGI AI campaign for Client Delivery as well as co-led the CFGI Finance Effectiveness practice. She also spearheads initiatives designed to help modern CFOs rethink financial operations through advanced technology, robust data structures, and optimized operating models. With two decades of experience spanning strategy through execution, Carina specializes in enterprise-wide change, including Cloud ERP implementations, process re-engineering, and data governance. An alumna of DePaul University, she also serves on the Advisory Board for the non-profit organization America Needs You.

Carl Kuschke

Director, Business Value Consulting

FloQast

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Carl Kuschke

Director, Business Value Consulting

FloQast

Carl Kuschke is the Director of Business Value Consulting at FloQast, where he helps finance and accounting teams translate AI adoption into measurable business outcomes. A seasoned customer operations executive with 12+ years of B2B SaaS and advisory experience, including key roles at KPMG and Workiva, Carl specializes in building high-performing value management and professional services practices. His work sits at the intersection of ROI strategy, customer retention, and GTM execution, giving him a grounded perspective on driving corporate ARR expansion.

Chris Sluty

Chief Product Officer & Co-Founder

FloQast

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Chris Sluty

Chief Product Officer & Co-Founder

FloQast

As Chief Product Officer and Co-Founder at FloQast, Chris oversees customer setup and support, product strategy and go-to-market planning. He works hands on with new and existing clients to ensure their success in creating a faster, more accurate close process. Prior to joining FloQast, Chris was an Audit Manager at Rothstein Kass (acquired by KPMG), where he managed their largest client. He holds a Bachelor’s degree in Accounting from Syracuse University.

Christina Ho

Chief Assurance Officer & Former Board Member

Oath & PCAOB

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Christina Ho

Chief Assurance Officer & Former Board Member

Oath & PCAOB

Christina Ho is a finance and technology transformation executive who excels at working at the intersection of finance, technology, and policy. She recently completed her tenure as a Board Member of the Public Company Accounting Oversight Board (PCAOB), where she promoted the use of AI in auditing to enhance audit quality and public trust, and chaired a working group on emerging technologies. Last month, she joined a tech startup Oath as its Chief Assurance Officer to build the model she wishes had existed, not optimize legacy frameworks, but to architect what comes next. A sought-after thought leader, an engaging public speaker and published expert, her work has appeared in the Journal of Accountancy and other leading industry publications. She was profiled in The Wall Street Journal and has been quoted by Bloomberg, Reuters, The Financial Times, and The Wall Street Journal. Earlier in her career, Christina held senior roles at the U.S. Treasury, the University of Maryland, and Elder Research (acquired by Mantech). She spent her early career at Deloitte & Touche rising to audit senior manager and holds CPA and CISA certifications.

Dan Callaghan

Chief Accounting Officer

FloQast

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Dan Callaghan

Chief Accounting Officer

FloQast

Dan Callaghan currently serves as Chief Accounting Officer for FloQast. Dan is a seasoned accounting and finance executive with over 30 years of experience guiding high-growth public companies across industries including eCommerce, cybersecurity, SaaS, enterprise software, and digital media. Beginning his career in Big 4 public accounting, he has since held senior leadership roles from Controller to Chief Accounting Officer. Throughout his career, Dan has led finance teams through three IPOs—including a 25x oversubscribed offering in 2021—and raised more than $1.5 billion through various private and public funding rounds. He has supported over $3.2 billion in M&A transactions, spearheaded U.S. and international entity expansion across EMEA and APAC, and successfully implemented SOX, ERP, and ASC 606/842 frameworks. Known for building world-class finance organizations, Dan brings deep expertise in U.S. GAAP, SEC reporting, revenue recognition, stock-based compensation, and IPO readiness. Dan holds a B.S. in Business Administration and Accounting from California State University, Los Angeles, and is an active CPA.

Dan Carr

Principal Solutions Consultant

FloQast

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Dan Carr

Principal Solutions Consultant

FloQast

Dan is a Principal Solutions Consultant at FloQast with over four years of experience bridging the worlds of accounting, audit, and enterprise software. In his role, he serves as a trusted technical resource and part-time comedian for customers, prospects, and partners. Prior to FloQast, Dan was at Protiviti, where he built a strong foundation in internal audit and consulting across a wide variety of engagements and industries. His work has led to a borderline concerning love for IPE, fintech, internal controls, and Microsoft Excel, which shines through in his discussions with his favorite groups of people, accountants, and auditors.

Dan Hollman

Head of AI Center of Excellence

Atrium Hospitality

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Dan Hollman

Head of AI Center of Excellence

Atrium Hospitality

Dan Hollman is the Head of AI Center of Excellence at Atrium Hospitality. With nearly 25 years of experience in hospitality financial management, Dan specializes in property accounting, large-scale banking services, and operational system design. Over his tenured career at Atrium Hospitality, Interstate Hotels & Resorts, and HRI Lodging, he has established a reputation for building scalable, tech-forward accounting workflows tailored to complex asset portfolios. He brings a strong analytical foundation to finance, backed by engineering studies at the University of Washington and Arizona State University.

Diane Naidoo

Head of Finance Systems & Change

Tesco Mobile

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Diane Naidoo

Head of Finance Systems & Change

Tesco Mobile

Diane Naidoo, CA(SA), CAPM(PMI) is the Head of Finance Systems & Change and Finance Transformation Lead at Tesco Mobile. A seasoned Chartered Accountant with a growth mindset, Diane specializes in driving finance transformation, data modernization, and process optimization. She is a strong advocate for implementing agile methodologies within finance departments to build resilient, controlled, and scalable financial systems. Diane holds her accounting credentials from South Africa and a project management certification from the Project Management Institute.

Emily Childs

VP of Accounting

Equinox

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Emily Childs

VP of Accounting

Equinox

Emily Childs is Vice President of Accounting at Equinox Group, where she leads the global accounting, financial reporting, accounts payable, and billing teams supporting Equinox and SoulCycle. Emily focuses on building high-performing teams, strengthening controls, and transforming the finance functions through automation, AI, and scalable processes. Emily holds a Bachelor of Arts from Colby College and a Masters of Accounting from the University of North Carolina at Chapel Hill.

Garrett Astler

Co-Founder

ClearlyKept

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Garrett Astler

Co-Founder

ClearlyKept

Garrett Astler is the Co-Founder of ClearlyKept, a fractional CFO and managed accounting services firm that helps high-growth companies run a modern, always-on finance function. Before co-founding ClearlyKept with his wife, Garrett was a Research Director at Gartner where he advised finance software vendors on product strategy, AI, and the future of work in the era of autonomous business. He now focuses on practical AI applications while building the agent harness for autonomous accounting in the family business.

Ghada Mahmassani

Chief Accounting Officer

Newmark

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Ghada Mahmassani

Chief Accounting Officer

Newmark

Ghada Mahmassani is the Chief Accounting Officer at Newmark and leads the global accounting organization, overseeing financial reporting, controllership, technical accounting, internal controls, integrations, and finance transformation initiatives that support the company's growth. She brings more than 20 years of experience spanning corporate controllership, M&A integration, IPO readiness, global finance operations, and technical accounting. Before Newmark, she held leadership roles at Compass, Avenues: The World School, Cushman & Wakefield, and PwC. Ghada is a CPA, CGMA, and holds certifications in COSO Internal Controls and IFRS.

Gretchen Stout

VP, Global Controller

Raptor Technologies

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Gretchen Stout

VP, Global Controller

Raptor Technologies

Gretchen Stout, CPA is the VP of Accounting at Raptor Technologies. She is a financial and operational executive with more than two decades of experience navigating and scaling high-growth tech companies through complex transitions. Known for her strategic leadership and people-first approach, Gretchen specializes in process optimization, financial reporting, and building world-class accounting operations. She is a licensed CPA and an alumna of Texas State University-San Marcos.

Hugh O'Neill

Principal Accountant in Residence

FloQast

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Hugh O'Neill

Principal Accountant in Residence

FloQast

Drawing on 20 years of experience in the financial sector, including multiple Director-level roles spanning finance and operations, Hugh acts as a critical bridge between finance expertise and product innovation at FloQast. He is pivotal to ensuring the accounting accuracy, professional integrity, and operational feasibility of the product roadmap at FloQast by guiding solutions development to meet the highest standards of financial practice. Of equal importance, his on-the-job accounting experience enables him to empathize with the daily challenges facing finance teams, helping them to automate, streamline, and accelerate their financial processes. Having trained and qualified as a Chartered Accountant (FCA) in KPMG's Dublin practice, Hugh has deep technical expertise and first-hand understanding of the evolving role of accountants, what finance teams truly need from technology, and how they can become strategic leaders within their organizations.

Jamie Livoti

Principal, Operations and Accounting

Blue Owl Capital

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Jamie Livoti

Principal, Operations and Accounting

Blue Owl Capital

Jamie Livoti, MBA, CPA, is a Principal of Operations and Accounting at Blue Owl Capital. She is a results-driven financial operations and reporting leader and subject matter expert in carried interest within the asset management industry. Known for her collaborative leadership style and commitment to building a strong team culture, Jamie excels in leading high-impact projects and developing strategic operational frameworks. She holds an MBA and is an alumna of Pace University.

Jason Andrews

Senior Product Marketing Manager

FloQast

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Jason Andrews

Senior Product Marketing Manager

FloQast

Jason Andrews is a Senior Product Marketing Manager at FloQast, with extensive experience in finance and accounting. He began his career with five years as an auditor at Grant Thornton, then worked at Yahoo and Pre-IPO company GC Aesthetics. During his four years as a FloQast customer at Twilio, Jason served as Head of Global Close and Finance Transformation Lead, where he used the platform to manage growth, streamline record-to-report processes, and navigate the complexities of being a public company undergoing an ERP implementation. Now based in Cork, Ireland, Jason lives with his partner and daughter, helping teams succeed at FloQast.

Jason Pikoos

Director, Modern Finance

Meta

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Jason Pikoos

Director, Modern Finance

Meta

Jason Pikoos is the Director of Modern Finance at Meta leading transformation, AI adoption, and governance across finance. Jason is also a member of the COSO board and a coauthor of the COSO whitepaper on AI Governance. Previously, he was a Managing Partner at Connor Group, specializing in finance transformation and GenAI solutions. With 20+ years of experience in accounting, operations, and technology, Jason helps high-growth companies achieve operational excellence through process improvement, automation, data, and analytics. He holds a degree from the University of Cape Town and spent over a decade in public accounting before joining Connor Group.

Jaysen Dyal

Sr. Product Marketing Manager

FloQast

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Jaysen Dyal

Sr. Product Marketing Manager

FloQast

Jaysen Dyal is a Senior Product Marketing Manager at FloQast. Prior to joining the team, Jaysen spent 6+ years as an auditor at Lindquist and, later, Armanino, making the switch and moving to LA-based tech company Jam City as a Technical Accounting and Reporting Manager, where he first became acquainted with FloQast. Jaysen recently celebrated his five-year anniversary at FloQast. He resides in Los Angeles with his wife and two children.

John DeLoriea

Principal, Operations and Accounting

Blue Owl Capital

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John DeLoriea

Principal, Operations and Accounting

Blue Owl Capital

John DeLoriea is a Principal at Blue Owl Capital. Operating within the firm's Finance, Accounting & Operations division, John sits on the Carried Interest Team, where he oversees the financial operations and management of specialized carried interest vehicles. Before joining Blue Owl, John expanded his asset management expertise as an Accounting Director at Apex Group and as an Officer at State Street Bank. He holds a BS in Accounting from Ramapo College and an MBA from William Paterson University

John Woodward

Product Manager

FloQast

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John Woodward

Product Manager

FloQast

John Woodward is a Product Manager on the AI Platform team at FloQast. Specialized in the intersection of corporate growth, product execution, and fintech innovation, John focuses on deploying adoptable AI solutions that automate complex workflows for corporate accounting departments. He previously served as FloQast's Growth & Strategy Manager and holds his degree from the University of Pennsylvania.

Jonathan Mears

VP, Finance & Accounting

Liquid AI

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Jonathan Mears

VP, Finance & Accounting

Liquid AI

Jonathan Mears is the VP of Finance and Accounting at Liquid AI. A tech finance executive with 17 years of experience, including a decade within Google and Alphabet's emerging products, he specializes in building high-performing controllership functions for hyper-growth companies, guiding portfolio ventures like Google Fiber and Wing from early-stage to market leaders.

Joni Risley

VP of Finance

Chickasaw Nation Industries, Inc.

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Joni Risley

VP of Finance

Chickasaw Nation Industries, Inc.

With more than 30 years of experience in accounting, compliance and financial reporting, Joni Risley has built a reputation as a strategic finance leader who combines operational excellence with a passion for team development. In her current role, she leads high-performing teams responsible for complex financial operations, audit readiness, process automation, capital management, government contracting compliance, acquisition due diligence and transition, and multi-entity accounting. Most notably, her team reduced the month-end close process at CNI from 15 to 5 days. Joni is a Certified Public Accountant with a B.S. in Accounting from Tabor College, Hillsboro, Kansas.

Kegan Hagerott

Senior Director, Assistant Controller

Chipotle

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Kegan Hagerott

Senior Director, Assistant Controller

Chipotle

Kegan Hagerott is a senior accounting leader with expertise in corporate accounting, SEC reporting, internal controls, and process improvement. As Senior Director, Assistant Controller at Chipotle, he leads the corporate accounting and financial reporting functions, develops and maintains internal controls, and oversees accounting automation initiatives.

Kim Le

Director of Accounting & Finance

Gong

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Kim Le

Director of Accounting & Finance

Gong

Kim Le, CPA is the Director of Accounting & Finance at Gong. With over 15 years of financial leadership experience spanning the tech, professional services, insurance, and assisted living sectors, Kim specializes in scaling financial operations. She is recognized for her ability to streamline month-end closes, implement rigorous internal controls, and drive process optimization in rapidly expanding companies. Kim is a licensed CPA and an alumna of Georgetown University.

Landon Hartley

Vice President & Controller

PACS

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Landon Hartley

Vice President & Controller

PACS

Landon Hartley is the Vice President and Controller at PACS (NYSE: PACS), a top-tier post-acute care operator. Bringing a blend of public and private corporate accounting experience, Landon specializes in financial infrastructure transformation and operational scaling. He has successfully guided the organization through milestone achievements including its IPO journey, S-1 drafting, and multi-facility ERP system implementations. Today, he oversees the core accounting and controllership functions supporting 250+ healthcare facilities across the country.

Lucia Wind

Board Chair & Executive Director

COSO

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Lucia Wind

Board Chair & Executive Director

COSO

Lucia has expertise in internal audit, fraud deterrence, governance, and risk management across many industries. Currently Lucia serves as the Board Chair for COSO and its first Executive Director. Previously she led internal audit functions at Unisys, Ellucian, National Gallery of Art and AOL. During her tenure at Unisys and AOL, she also led the company's enterprise risk management programs. She began her career at Friendly's Ice Cream, followed by TJX Companies and PricewaterhouseCoopers. Wind is a Certified Fraud Examiner and earned her degree in corporate and investment finance from the University of Massachusetts, Amherst.

Max McCaskill

Manager, Transform Delivery

FloQast

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Max McCaskill

Manager, Transform Delivery

FloQast

Max McCaskill is the Manager of Transform Delivery at FloQast, leading the team of Forward Deployed Accountants who work directly with clients to help them get the most out of their AI Agents; from day one through long-term success. Before stepping into his current role, Max spent time as an Accounting Technology Consultant and Project Manager at FloQast, giving him a well-rounded view of what it takes to deliver great client outcomes. Prior to FloQast, he worked in corporate financial services in the oil and gas industry. As a CPA, he knows firsthand what accountants are up against, and that shapes how he and his team show up for clients every day.

Megan Gallagher

Director, Solutions Consulting

FloQast

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Megan Gallagher

Director, Solutions Consulting

FloQast

As Director of Solutions Consulting at FloQast, Megan leads the team that bridges the gap between accountants and sales. Over her seven years at FloQast, she has evolved from a consultative accountant and demoer into an organizational leader and internal advocate for products that will change the way accountants work. Megan approaches her role at FloQast as a former practitioner with extensive experience at PwC, Proofpoint, and Okta, where she was exposed to FloQast as a user and brings those experiences into conversations with prospects, customers, teammates, and the FloQast product team.

Melissa Haas

Director of Accounting & Financial Operations

KoBold Metals

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Melissa Haas

Director of Accounting & Financial Operations

KoBold Metals

Melissa Haas is the Director of Accounting & Financial Operations at KoBold Metals Company. Bringing over two decades of cross-industry financial leadership and auditing expertise, Melissa specializes in managing robust corporate accounting operations across specialized sectors, including mineral exploration, Oil & Gas, utilities, and tribal gaming. She excels at building compliant, tech-forward financial frameworks designed to sustain corporate growth. Melissa holds a B.S. from Oklahoma State University and a Master's degree from Keller Graduate School of Management.

Meredith McCanse

Sr. Forward Deployed Accountant

FloQast

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Meredith McCanse

Sr. Forward Deployed Accountant

FloQast

Meredith is a Senior Forward Deployed Accountant with FloQast, she works with team to implement, train, strategize, and partner with all things Transform. She holds a CPA license and an MBA degree. She has 10 years of experience as an accountant including 3 years in Audit with EY (NYC office), and 7 years of experience in operational accounting on GL OpEx teams across 3 different publicly traded companies (Red Lion Hotels, Twilio, Udemy). She had a prior career as a professional modern dancer in NYC, she loves cats, and is passionate about accounting automation.

Michael Olshove

Director, Enterprise Sales

FloQast

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Michael Olshove

Director, Enterprise Sales

FloQast

Michael Olshove is the Director of Enterprise Sales at FloQast. With a tenured nine-year track record at the company, Michael partners with enterprise finance and accounting departments to deploy robust, platform-wide workflow automation. He is an expert in helping companies scale their operations through modern financial technology, focusing heavily on the safe adoption of Agentic AI solutions that satisfy rigorous corporate governance and audit standards. Michael holds a degree from Franklin University.

Michelle Foster

Controller

PowerSchool

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Michelle Foster

Controller

PowerSchool

Michelle Foster is the Controller at PowerSchool, a leading provider of cloud-based K-12 software. With seven years at the company and a strong foundational background from her formative years at Oracle, Michelle is an expert in enterprise tech controllership and financial operations. She specializes in driving operational transformations and building strong, connected corporate cultures within hybrid and remote accounting environments. Michelle holds a degree from CSU Sacramento, is in inactive CPA, and is a FloQast Certified Accountant (FCA) with advanced mastery in record-to-report optimization and accounting AI foundations.

Mike Whitmire

Chief Executive Officer & Co-Founder

FloQast

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Mike Whitmire

Chief Executive Officer & Co-Founder

FloQast

As Chief Executive Officer and Co-Founder, Mike leads FloQast's corporate vision, strategy, and execution. Prior to founding FloQast, he managed the accounting team at Cornerstone OnDemand, a SaaS company in Los Angeles. He began his career at Ernst & Young in Los Angeles where he performed public company audits, opening balance sheet audits, cash to GAAP restatements, compilation reviews, international reporting, merger and acquisition audits and SOX compliance testing. Mike is also the author of Controller's Code: The Secret Formula to a Successful Career in Finance, an Amazon Best Seller providing career guidance for finance professionals. He holds a Bachelor's degree in Accounting from Syracuse University.

Minh Hill

VP, Corporate Controller

Nitrogen Wealth

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Minh Hill

VP, Corporate Controller

Nitrogen Wealth

Minh Hill, CPA is the VP, Corporate Controller at Nitrogen. As a forward-thinking finance leader specializing in SaaS and fintech environments, Minh focuses on leveraging advanced automation to elevate accounting from a compliance function to a strategic growth engine. Her recent AI-driven modernization initiatives have successfully boosted operational productivity by 50% while unlocking substantial EBITDA savings. She is highly skilled in leading organizations through complex business transformations, building internal accounting capabilities from the ground up, and partnering with executive leadership on strategic initiatives. She holds her Master of Science in Accounting from Bradley University.

Nicola Rowlands

Global SVP & Deputy CFO

DEPT

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Nicola Rowlands

Global SVP & Deputy CFO

DEPT

Nicola Rowlands is the Global SVP and Deputy CFO at DEPT®, a certified B Corp digital agency. She is an international finance leader specializing in corporate strategy, financial operations, and organizational growth at scale. With a focus on building forward-thinking global teams, Nicola has successfully spearheaded high-impact international sourcing models, integrating offshore talent into core global finance functions. She is an alumna of Newcastle University and is passionate about sustainable corporate growth.

Raaj Prasad

VP, Engineering

FloQast

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Raaj Prasad

VP, Engineering

FloQast

Raaj Prasad is the VP of Engineering at FloQast. An accomplished technology executive with a background spanning startups and large enterprises, Raaj specializes in scaling SaaS platforms, managing big data pipelines, and building advanced AI/ML and data science solutions. Known for his hands-on technical expertise and commitment to mentoring engineering talent, he previously served as the Vice President of Technology at Nomiso and Head of Engineering at Lily AI. Raaj is an alumnus of the University of Kansas.

Razzak Jallow

Chief Financial Officer

FloQast

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Razzak Jallow

Chief Financial Officer

FloQast

As Chief Financial Officer, Razzak leads FloQast's accounting, finance, and business operations. Prior to joining the team, Jallow served as the vice president of finance at Looker – a data analytics company which was acquired by Google in 2019. As a veteran finance professional in the SaaS space, Razzak possesses a wealth of experience in financial planning and analysis, accounting, and investor operations – for both public and private companies, including Google, Apple, and Adobe.

Rebecca Beasley-Cockroft

Director, Product Management

FloQast

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Rebecca Beasley-Cockroft

Director, Product Management

FloQast

Rebecca Beasley-Cockroft is a Director of Product Management at FloQast, leading the data platform and integrations that power the company's ecosystem. A 10+ year veteran in data systems engineering, she has scaled foundational pipelines for Clearwater Analytic, including building an early LLM, and launched high-impact reporting tools at LeanLaw. Driven by the belief that clean data is the backbone of operational speed and effective AI, Rebecca ensures customers always have the data they need to unlock full value from their software.

Remington Petrow

Senior Accounting Manager

MRI Software

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Remington Petrow

Senior Accounting Manager

MRI Software

With a career spanning over a decade in accounting and finance, Remington has developed a skillset that touches on every aspect of a business' financial environment, from meeting lien covenant obligations and improving DSO to internal auditing and companywide ERP implementations. Always chasing better efficiencies and dismantling redundancies, Remington brings a pragmatic level of business acumen to any situation to cut out the noise and focus on the wider picture.

Roshan Chekuri

General Manager, Transform

FloQast

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Roshan Chekuri

General Manager, Transform

FloQast

Roshan Chekuri joined FloQast in 2017 as part of the sales team before spearheading the development of the company's Private Equity and Venture Capital partnership vertical. He later transitioned into a role in the office of the CEO, where he led several zero-to-one strategic initiatives, most notably taking FloQast's Compliance product to market. Now, as General Manager of AI Solutions, Roshan is driving the go-to-market strategy for FloQast's AI platform, shaping the future of AI-powered accounting solutions, and enabling the market's transition into the world of agents.

Seth Woods

Senior Vice President of Accounting

SANDOW

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Seth Woods

Senior Vice President of Accounting

SANDOW

Seth Woods is a finance transformation executive with more than 15 years of experience modernizing accounting operations, implementing enterprise technologies, and leading finance teams through change. As SVP of Accounting at SANDOW, he oversees accounting operations with a focus on scalability, controls, and operational excellence. Throughout his career, Seth has led successful implementations of FloQast, multiple ERP and EPM platforms, and other accounting technologies, streamlining close processes, accelerating reporting timelines, and driving automation that enables finance teams to focus on higher-value strategic work.

Shivang Patel

VP, Product Marketing

FloQast

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Shivang Patel

VP, Product Marketing

FloQast

Shivang started his career in public accounting as an auditor for several years, focused on SEC/Technology & Compliance audits. He then transitioned to the industry, where he played a key role in the Ruckus Wireless' IPO and global SAP implementation across their subsidiaries. Over the past 10 years at FloQast, Shivang has held a variety of GTM roles -- including being a founding member of the sales team, establishing and scaling our Solutions Consulting function, strategic alliances with ERP providers, competitive intelligence, launching and scaling a new product line and most recently, leading the Product Marketing function driving the launch of AI Agents at FloQast.

Steve Bourne

Senior Director Global R2R, P2P, & GFS Hub

Page Group

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Steve Bourne

Senior Director Global R2R, P2P, & GFS Hub

Page Group

Steve Bourne is a Senior Director at PageGroup, where he leads global Record-to-Report (R2R), Procure-to-Pay (P2P), and Treasury Support functions, alongside the Global Finance Systems Hub. With over two decades of international finance experience, Steve specializes in scaling global shared services, managing large-scale cross-border teams, and driving digital transformation via automation and AI. His extensive background includes financial leadership roles at Bunge Limited and nine years with PwC spanning the UK and Latin America. He is an ICAEW Chartered Accountant and a multilingual executive.

Steve Emberland

VP, Accounting & Treasurer

AG1

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Steve Emberland

VP, Accounting & Treasurer

AG1

Steve Emberland, CPA, is Vice President of Accounting & Treasurer at AG1, where he leads the company's global accounting and treasury functions. With more than 30 years of finance leadership experience spanning technology, AI, SaaS, consumer products, and health & wellness, he has built and scaled accounting organizations through periods of rapid growth, operational transformation, and public company readiness, including helping lead the public listings of SoundHound AI (NASDAQ: SOUN) and Consensus Cloud Solutions (NASDAQ: CCSI). Prior to AG1, Steve held finance leadership roles at Carrot Fertility, Delphix, SoundHound AI, and Consensus Cloud Solutions, and began his career in public accounting with Ernst & Young and PwC in Silicon Valley. Steve is passionate about helping finance organizations leverage automation, AI, and modern technology to build scalable, high-performing accounting teams and elevate Finance as a strategic business partner.

Swami Natarajan

Business Development & GTM Leader

AWS

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Swami Natarajan

Business Development & GTM Leader

AWS

Swami Natarajan, Business Development & GTM Leader at AWS is a seasoned technology and business transformation leader with more than 25 years of experience helping global organizations accelerate digital innovation. He specializes in AI, cloud, ERP, and finance transformation, partnering with executives to modernize operations and drive measurable business outcomes. Throughout his career spanning North America, Europe, the Middle East, Africa, and Asia, Swami has advised enterprise leaders on leveraging emerging technologies to improve efficiency, resilience, and long-term growth.

Tim Williams

Director of Asset Management & Senior Controller

ExchangeRight

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Tim Williams

Director of Asset Management & Senior Controller

ExchangeRight

Tim currently serves as the Director of Asset Management and Senior Controller at ExchangeRight. He joined the company in 2021 as Senior Controller and expanded his role to oversee asset management in 2023. Tim is focused on leading his team to proactively manage ExchangeRight's assets by overseeing tenant relations, strategic leasing initiatives, and stewardship of the physical properties. Tim began his career at PricewaterhouseCoopers in the private company services audit practice, where he served family-owned and private equity-backed organizations in the Minneapolis, MN area. He later spent six years at McCoy Group, where he led the accounting function for the transportation division and contributed to strategic acquisitions and divestitures. Tim holds both B.A. and Master degrees in Accounting from the University of Northern Iowa, graduating in 2013. He also earned national recognition with the prestigious Elijah Watt Sells Award for outstanding performance on the May 2013 CPA exam.

Vicky LeVay

VP, InfoSec & Compliance

FloQast

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Vicky LeVay

VP, InfoSec & Compliance

FloQast

Vicky brings 20 years in finance and accounting to her role as VP, Information Security and Compliance at FloQast. A first-generation college graduate, she earned her B.S. in business leadership magna cum laude from Vanguard University. LeVay's career includes project management roles at Sungard, Breitburn Management and Slalom, focusing on compliance and risk. Joining FloQast in 2020 during the pandemic, she built the compliance department from scratch, achieving significant certifications like SOC 2 Type 2, ISO 42001, and ISO 27001. She created an agile international privacy program, supporting FloQast's global expansion. LeVay also champions women in the workplace, designing leadership programs and speaking at industry events like IAPP. She initiated a veteran mentorship program at a previous firm through Hiring Our Heroes.

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