With over 20 years of experience leading finance and operations transformations, I’ve advised high-growth companies across Silicon Valley—including some of the most recognized names in tech and biotech—on how to scale systems, teams, and reporting during times of rapid change. As a CPA and MBA, I bring financial rigor and operational insight to complex projects, including 12+ ERP implementations and 8 IPO or M&A readiness efforts. I created this session because too many CFOs are handed a vendor roadmap without a real strategy for what’s required internally—especially from their own teams. This lesson gives you the foresight and tools to lead with clarity, protect your budget, and set the foundation for long-term success.