CFO Roundtable: Boston
Join SaaSWorks, LinkSquares, and Fidelity Private Shares as we host an exclusive gathering of CFOs in Boston. This event offers a unique opportunity to delve into key topics that are top of mind for finance leaders, participate in meaningful roundtable conversations, and conclude the afternoon networking with peers over cocktails.
Agenda
3:00-3:30 PM: Networking
3:30-3:50 PM: Panel 1 - Macroeconomic Climate, Fundraising Climate, Sources of Capital
3:50-4:10 PM: Panel 2 - The KPIs that Matter Most for Fundraising/Growth
4:10-5:15 PM: Roundtable Conversation
5:15-6:00 PM: Networking
Fidelity Private Shares is committed to supporting the startup & venture capital community. Fidelity helps founders prepare for their next round of funding with our cap table management and data room platform, events that give you access to seed stage capital, equity scenario modeling, and premier support to generate, execute & store legal documents. No matter where you are in your journey - from inception to IPO - Fidelity has the expertise to support you.
SaaSWorks is an AI-powered finance platform that delivers always accurate, continuously updated, and deeply segmented data, analytics, and insights that finance teams can act on with confidence. We free finance teams from time-consuming data management, and allow them to focus on driving strategic decisions and fostering organizational growth. With SaaSWorks, finance teams don’t just work smarter—they become catalysts for dynamic business transformation.
Luigi Testa is the Chief Financial Officer at LinkSquares where he oversees the company’s finance and administrative functions. In this role, he is responsible for helping scale the company and driving strategy. Luigi was named among Boston Business Journal’s 2023 CFO of the Year honorees for his strong performance and leadership. Prior to joining LinkSquares, he held strategic finance and corporate development roles at notable companies that include Building Engines, Rapid7 (public), Nanigans (acquired), and Acquia (acquired). Luigi holds an MBA from Babson College and an undergraduate degree in Finance from Bentley University.