Finance roundtable: latest tech, AI, and data trends

How does your technology roadmap compare to peer companies? The latest CFO Roundtable research shows finance leaders are prioritizing tools that help them solve forecasting, cash management, and automation issues.

Dive into emerging tools in these areas in this webinar with CFO Roundtable’s Chair David Moon, Demostack’s VP of Finance Dave Wieseneck, and Spiff’s VP of Finance Meir Rotenberg. Attendees will also be eligible for CPE credit (See below instructions!).

You'll learn:

  • How finance teams are designing technology roadmaps to drive better cost control and efficiency  
  • Different approaches to connecting your systems and building a strong data pipeline
  • What to consider before bringing on a new tool to maximize ROI

Quick steps to your CPE credit:

  • Download and log into the Earmark app.
  • Search for the course under “Strategies for Next-Level Forecasting and Spend Management.”
  • Enroll, pass the quiz with at least a 70% score, and select “Email CPE” to get your certificate.

For assistance, reach out to [email protected] or visit their contact page.

About the speakers

David Wiesenec
VP of Finance, Demostack
David brings years of experience advising top technology companies, including Ramp, Ironclad, Carta, Justworks, and more. Currently the VP of Finance at Demostack, David was previously VP of Finance at letgo (acquired by OfferUp), where he built the Finance team from the ground up, and OLX, where he was the CFO’s #2 and helped grow the company from 100 to 600 employees.
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Meir Rotenberg
VP of Finance, Spiff
As a finance and operations executive with deep experience leading finance, accounting, FP&A, audit, legal, and IT functions, Meir specializes in steering SaaS startups through rapid growth. He enjoys discussing SaaS metrics, accounting, FinOps, and sales ops systems.
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David Moon
Chair, CFO Roundtable
David is Managing Director of Symmetric. He was a member of the founding team of Gerson Lehrman Group, where he drove the development, management, marketing and sales of the expert network and various alternative data products over the course of eleven years in the US, Europe and Asia. He cofounded, an analytics and alternative data provider to the investment management industry and founded the CFO Roundtable, the premier network for CFOs in venture and growth markets. Investments include Lockstep, Recorded Future, Cube Software, Burrow, Manscaped, Tire Agent, Dos Toros/Founders Table, Topia, among others. Previously, he was EIR at EY, where he drove business development and digital transformation and headed the Financial Services business for Recorded Future (acquired by Insight Partners).
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Megan Lin Gibbons
Head of Solutions Consulting, Ramp
Megan Lin Gibbons's career centers on building new teams and scaling operations at hyper-growth technology companies. Prior to Ramp, she led teams that served Fortune 500 clients at Dropbox, Meta, and Twilio, where she also served as the chapter's Founding Co-chair for Women in Solutions Engineering.
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