The Strategic CFO: Owning the Tech Stack

Today’s CFOs play a critical role in scaling services organizations — not just by managing budgets, but by driving operational clarity and cross-functional alignment. In this session, two finance leaders break down how they’ve tackled real challenges like rapid growth, complex delivery models, and tightening margins.

In this session, you’ll learn how to:

• Align finance and delivery for better visibility and accountability
• Balance utilization, margin, and burnout in resource planning
• Use real-time dashboards to make faster, smarter decisions
• Spot financial red flags that signal deeper delivery issues
• Leverage tools and workflows to keep teams connected at scale

Featured Speakers

Dave Ristow

CFO at iA

Steve DeSantis

CFO at Dynatron Software

Brent Trimble

VP of Value Engineering at Kantata