CFO Roundtable: Boston
Join Fidelity Private Shares, Harmonic Finance, and Baker Tilly 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 drinks and bites.
Agenda
3:00-3:30 PM: Networking
3:30-3:50 PM: Panel 1 - The Finance Tech Stack
3:50-4:10 PM: Panel 2 - M&A Trends and Best Practices
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.
Baker Tilly
Baker Tilly is a leading advisory, tax and assurance firm, providing technology and software clients with a genuine coast-to-coast and global advantage. Our outsourced tax and accounting solution, Baker Tilly Advantage, is dedicated to customizing business solutions that generate and sustain growth. Balancing innovation, productivity and risk at every turn, our professionals are experienced in supporting the financial and operational needs of technology companies.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion
Harmonic Finance finds the Finance and Accounting talent which makes your organization brilliant. Harmonic specializes in Search, Recruitment and Fractional CFOs for start-ups, scale-ups and the creative industries. Their dedication to finding the best candidates in the market has given us a reputation to be proud of, and allowed us to team-up with some of the most exciting start-ups, scale-ups and creative organizations.