Israel CFO Connect
Israel CFO Connect – June 18, 2025
Join us in Tel Aviv for a premier gathering of top finance leaders, where the latest tech tools and strategies take center stage. Experience a dynamic day filled with engaging panel discussions, thought-provoking presentations, insightful fireside chats, and valuable networking opportunities. Connect with industry experts, exchange ideas, and gain critical insights while shaping the future of finance. Don't miss this opportunity to expand your network and stay ahead in the industry!
We will have two content channels: the main channel featuring panels, presentations, and special discussions, and a secondary channel in a smaller room offering 30-minute lectures running simultaneously.
Agenda Main Channel:
08:00 - 09:00 Registration and Networking
09:00 - 09:05 Opening Remarks
Ariel Shapira CEO Social Wisdom
Danielle Vardi Co-CEO Compass Tax Directors, Co-Founder She F.O
09:10 - 09:25 Keynote, Joe Cohen Managing Director & Chief Revenue Officer - Dun & Bradstreet and CIAL. The Future-Ready CFO: From Controller to Catalyst
9:30 - 09:40 Danielle Shaul Co Founder & CTO at Nilus Presentation
09:45 - 10:15 Financial planning and analysis panel innovative Models for Financial Planning and Forecasting Maximizing ROI from Financial and Technological Investments Accelerating AI Adoption in Financial Strategy
Moderator Liron Gez, Partner at EY
Hila Arviv, Co-Founder FaaS
Deb Dor Head of FP&A solutions at Convista
Noam Mills Co-Founder & CEO at Panax
Alex Finkelshtein, EPM Systems Project Manager Accenture
10:15 - 10:20 Valery Migirov CEO B24Club Cost-Effective Complex Fintech Solutions Delivered in Minimal Time.
10:20 - 10:30 Deb Dor Head of FP&A solutions at Convista : How operational planning shapes financial strategy
10:30 – 10:40 Tomy Kovalis, CEO,Cover Presentation
10:40 - 11:10 IPO Readiness Panel - From Startup to Public: What Every CFO Should Know
Moderator Danielle Vardi Co-CEO Compass Tax Directors
Efrat Brodeski CEO at EA Cloud Solutions
Anat Earon-Heilborn ,Investor Relations for Startups and Scaleups
Shachar Familia Vice Chairman Canaccord Genuity Group
Ofer Segev ,Chief Financial Officer at Windward
11:10 - 11:20 Moti Cohen CEO Viewz presentation
11:20 - 11:50 Coffee Break
11:55 - 12:25 Scaling a Financial Organization panel Scaling Smart: Building Teams, Optimizing Operations, and Strengthening Investor Relations
Leumi Tech
Eran Tibon Chief Financial Officer GMT
Roi Rotem,Co-Founder at Proximo
Slot Available
Slot Available
12:30 - 12:40 Erez Agmon, CEO Vayu Presentation
12:40 – 13:00 VIP panel chat Zuora/Deloitte
Todd McElhatton - Chief Operating and Financial Officer at Zuora (former NYSE ZUO)
Sapir Efrati, Partner at Deloitte
13:00 - 13:45 Networking and lunch break
13:50 - 14:00 Oded Salomy, former Member of Management at the Bank of Israel, PayWise Academy -Ways to streamline the payments sector – advanced payment methods in Israel
14:00 - 14:10 Presentation - Slot Available
14:15 - 14:50 US Tax Landscape for Israeli Companies panel
Moderator Rivka Zeltser Partner, CFO at Made Finance
Tal Bar David, former CEO & Co-founder of Complyt
Ido Noiman, Director of Finance at Tastewise
Batya Lebowitz - Kugler, Team Leader - Corporate Compliance at Philip Stein & Associates
Asaf Miodovnik,Tax Specialist at Altshare
14:55 -16:00 closing remarks and networking
Agenda Channel 2 - 30-minute lectures
09:55 - 10:00 Opening Remarks, Ariel Shapira CEO Social Wisdom
10:00 - 10:30 Eran Gorodezky CEO at Vaquita - A Practical Guide to the Do’s and Don’ts of Setting Up Companies in the U.S. Market or Anywhere in the World
10:30 - 11:00 Raheli Sasson Director of FP&A at JFrog - Leading the AI Mindset Shift in Finance: Lessons from the Frontlines.
11:00 - 11:30 Ayala Yarkoney Sorek, From Breakdown to Breakthrough: Mastering Negotiation Obstacles
11:30 -12:00 Danielle vardi - Practical Transfer Pricing for finance teams
12:00 - 12:30 Reut Nagar Kesselbrenner,Lecturer & Founder of She’al Bankai Community.Talk Title: The Bank of the Big Leagues — Corporate Banking
12:30 - 13:00 Dani Shmaya, former Advisor to the Director of the Tax Authority, CPA and Legal Expert.How to do the right tax planning and risk management
13:00 - 13:45 networking and lunch break
Why attend?
Stay Informed: Discover the latest tools and solutions transforming finance.
Build Connections: Meet industry leaders, peers, and experts.
Gain Practical Insights: Learn strategies to tackle financial challenges and seize new opportunities in 2025.
Who is attending?
Chief Financial Officers (CFOs)
Vice Presidents of Finance
Directors of Finance
Founders
Follow us on LinkedIn and Telegram for updates on upcoming events in Israel and around the globe. Please contact me if you want to join our events as a speaker or supporter! Ariel Shapira WhatsApp or via email arielshapira@gmail.com
Check out video's and pictures from our last event sessions The Next-Gen Finance Meetup: CFO Challenges and New Tools in 2025
One more event for you:
Join us for Money Tel Aviv - Navigating the Future of Payments Conference June 19th,2025. Tickets are on Sale now. Engage with 400+ Attendees: Connect with thought leaders, entrepreneurs, investors, and professionals from the global payments and fintech ecosystem, Network and connect with leading industry experts and innovators.
The events are hosted by:
Social Wisdom Consulting Agency hosts the Meetup. Social Wisdom is a leading agency that provides strategic solutions for networking, storytelling, content strategy, and international business development. Over the past decade, Social Wisdom has successfully organized and executed over 150 events across the globe.
The conference is held with the cooperation of She.F.O. - Women in Finance is a community in Israel. She.F.O. goal is to support women managers in the financial industry - CFOs, Tax Directors, FP&A, senior accountants, managers in banks, insurance companies, Fintech companies etc.
The conference is held in cooperation with Eran Gorodezky, CPA; Vaquita Limited (we incorporate companies worldwide); and the WhatsApp community Finance Managers – Professional Knowledge Sharing (Q&A) — a 750‑member group for CFOs and other finance leaders.
The group is invitation‑only, ad‑free, and focused on practical advice, peer support, and real‑time Q&A. Join us