Silicon Valley CFO Leadership Council

With capital markets in flux, strategic financial leadership has never been more crucial. Join the Silicon Valley Chapter of CFO Leadership Council on Wed, March 12th with our host Christina Bui at Robert Half in Menlo Park for "Securing Capital in a Shifting Economy: Insights for CFOs": https://lnkd.in/g-62JDGz Don’t miss the chance to gain deeper insights into navigating today’s capital landscape. This session is tailored to help CFOs understand investor mindsets, unlock new opportunities, and gain a competitive edge in capital markets. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #GetFunded #SecureCapital Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Brent MacDonald Vishal Verma Jordan Wahbeh Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

Not only do we have great members at the Silicon Valley chapter of CFO Leadership Council, but we have great partners who introduce to great NEW members! Big thank you goes out to Janice (Jan) Berthold, CPCU, Kara Schott and Joseph Talmadge at Heffernan Insurance Brokers. We love working with you, and appreciate all of the senior financial executives you bring to the team. Today we welcome Nimish G. Mehta, CFO at Momentum for Health. With over 20 years of experience as a CFO, Nimish is a certified public accountant (inactive), certified non-profit accountant (CNAP), and a finance leader who has transformed and scaled finance functions across various industries, from technology to affordable housing and behavioral health. He is currently the Interim CFO at Momentum for Health with a focus of steering their financial strategy and operations. Nimish's role will ensure the delivery of essential behavioral health services to those in the local area. This mission is one that Nimish is deeply committed to. He and his team support the organization's vital services by optimizing cash flow and managing financial reporting. Nimish is passionate about using his skills and expertise to make a positive impact on local communities. He believes that finance is not only a numbers game, but also a strategic tool to drive growth, innovation, and social change. Wow Nimish, we feel very lucky to include you in the Silicon Valley finance member tribe. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #GetToKnowNimish #Winner #SocialGood Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy Caldwell James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

How does one learn the practical uses of AI to become an "AI Finance Champion"? 1. Attend the Silicon Valley Chapter CFO Leadership Council February 2025 event at KPMG US in Santa Clara. 2. Listen to AI superstar panelists Joyce Li, CFA, CEO and Chief Strategist at Averanda Partners, Ashok M., Chief Finance AI at ChatFin- Finance AI Super agent, Gerson Rodriguez, Director AI Strategy and Partnerships at NetSuite, and moderator-extraordinaire Claudia Roldan, Account Executive at NetSuite. 3. Ask great questions. Sounds simple, but with the way the AI industry is moving, we'd suggest 4. Repeat. 5. Repeat. 6. Repeat. When you've got AI genius in the house, no one minds when a meeting goes long. 👏 👍 🙌 #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #SiliconValleyAI #AIGeniusPanel #WinnersEverySingleOne Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

With capital markets in flux, strategic financial leadership has never been more crucial. Join the Silicon Valley Chapter of CFO Leadership Council on Wed, March 12th with our host Christina Bui at Robert Half in Menlo Park for "Securing Capital in a Shifting Economy: Insights for CFOs": https://lnkd.in/g-62JDGz Don’t miss the chance to gain deeper insights into navigating today’s capital landscape. This session is tailored to help CFOs understand investor mindsets, unlock new opportunities, and gain a competitive edge in capital markets. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #GetFunded #SecureCapital Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Brent MacDonald Vishal Verma Jordan Wahbeh Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

Great event for the Silicon Valley CFO Leadership Council yesterday where we met new member Ashish Fanse, VP of Finance at NextNav. Ashish is a strategic senior finance professional with history of IPO readiness and execution (3 successful IPO's), private company capital raising (raised over $400M in equity and debt), driving operational results across different business models (SaaS, networking, semiconductors, and medical device) and organizations (small private companies, hyper growth IPO companies, and Global 1000). He is a trusted strategic partner with demonstrated ability to influence senior leaders and advise boards. Ashish's is a hands on business leader with success in building global finance and G&A organizations. He has taken on IPO process including owner of SEC filings, leading a company through a two-year public company audit with big 4 accounting firm, and managing the IPO diligence process. Ashish has also developed and implemented financial process and control frameworks to support rapid growth and public companies. He is known for building financial and business planning functions for companies including annual operating budgets and long term strategic plans. We are so happy to have you on board Ashish. We look forward to working with you, and getting to know you! #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #GetToKnowAshish #Winner Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy     Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

Let's make 2025 your year to AI-shine! Join our AI superhero panel Joyce Li, CFA of Averanda Partners, Ashok M. of ChatFin, Gerson Rodriguez and Claudia Roldan of NetSuite for "AI Practical Uses: How to Be an AI Finance Champion." Register here: https://lnkd.in/g9msyJsR #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #AI #AIChampions #AIFinance #GetToKnowHowToUseAI Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

This panel are true AI superheroes! They'll teach you the practical uses for AI in finance. Joyce Li, CFA CEO and Chief AI Strategist for Averanda Partners advising business leaders, investors, and board directors on their AI strategies and governance with a focus on the intersections of AI and finance. Ashok M., Chief Finance AI for ChatFin, Finance AI Super agent Focuses on making AI tools both useful and secure, ensuring they meet the high standards required by finance teams. Gerson Rodriguez, Director AI Strategy and Partnerships at NetSuite leads the Product Management and Data Science teams for the Intelligent Suite, a portfolio of AI-powered features and applications that enhance NetSuite's cloud-based ERP and CRM solutions, and so much more. Claudia Roldan, Account Executive at NetSuite is a ERP and Digital Enthusiast, will be herding the AI cool-cats for the morning. Register now before seats are gone: https://lnkd.in/g9msyJsR #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #AI #AIChampions #AIFinance #GetToKnowHowToUseAI Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

With nearly 20 years in finance, we feel so lucky to have Sara Krishnamachari, CFO in the Silicon Valley CFO Leadership Council member tribe. Welcome aboard Sara! #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #GetToKnowSara #Winner Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

Silicon Valley you are moving and grooving! Today CFO Leadership Council welcomes Leena Swar, Head of Enterprise - Finance at Zeni. Leena is a seasoned Finance professional with extensive experience in VC-backed privately held companies, known for driving financial strategy and operational efficiency. She specializes in financial planning and analysis, month-end close processes, and consolidation under GAAP. Leena has successfully led initiatives in due diligence for funding rounds and acquisitions. In her role, Leena has built and managed high-performing finance teams, developed streamlined processes, and contributed significantly to the growth of fast-scaling businesses. With expertise in SaaS, e-commerce, and full-cycle inventory management, she is adept at navigating the unique challenges faced by VC-backed companies. Leena is also well-versed in ASC 606 revenue recognition standards and has overseen end-to-end NetSuite implementations. Thriving in dynamic, high-pressure environments, Leena is committed to delivering accurate financial insights. Her ability to manage key relationships with investors and stakeholders, along with ensuring financial compliance, has been instrumental in supporting rapid growth and long-term success for the organizations she works with. With a big thank you to our friends NetSuite for introducing us to Leena! #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #GetToKnowLeena #Winner Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana

Celebrating a little tweak to our brand. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFOLeadership #SiliconValleyCFO #SiliconValleyFinance #Winners Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Ravi Malhotra, CPA, CA Rob Bonner Shveta Somalwar Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana