Bowery Capital Finance & Ops Summit 2019

December

06

,

2018

|

12:30pm

-

5:00pm

WeWork

85 Broad St, New York, NY

Purchase Ticket

The Bowery Capital Quarterly Leadership Series was built to generate opportunities and insights for thought-leaders at early-stage companies. Hosted quarterly, the Series is structured as a half day seminar that includes keynote speakers, tactical chats, and panel discussions. This quarter we will address current finance and operational challenges at business to business SaaS and marketplace companies.

Bowery Capital's Annual Finance & Ops Summit brings together 100 CFOs and COOs from market-leading SaaS startups for a day of in-depth, tactical dialog. The summit provides an intimate environment for the sharing of actionable business strategies between C-level peers managing high-growth software businesses.

To promote an open exchange of ideas, the Summit will have current, approval-based attendance and is restricted to press.

2019 Speakers

Lisa Mogensen

CFO

4C Insights

Andrea Blankmeyer

CFO

Transfix

Nikki Fernandez

Finance Manager

BrightFarms

Julia Brezing

Director, Private Company Liquidity

Nasdaq Private Market

Aron Susman

SVP, Finance

Ro

Scott Buxton

Vice President, Finance

Datadog

David Appel

Head, Software and SAAS Vertical

Sage Intacct, Inc.

Andrea Vardaro

Head of Financial Planning Analysis

Compass

Natacha Giai

SVP, Global Controller

Integral Ad Science

Peter Nesbitt

Vice President of Finance

Teampay

Vera Nazarova

Financial Controller

White Ops

Lauren Bowe

Partner, Financial Operations

Connor Group

Sarah Wobbecke Fuller

Corporate Controller

CLEAR

Dave Garvey

Growth Markets Practice Leader

EY

Kira Yampolskiy

head of Finance

SecurityScorecard

David Snider

Founder & CEO

Harness Wealth

Brett Pinegar

Chief Operating Officer

LiveIntent

Stephanie Choi

Co-Founder & COO

Sawyer

David Kim

SVP of Operations

Carta

Jessica Bernido

Director of Talent

Bowery Capital

Hosted by:

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agenda

12:00 PM - Registration & Lunch

12:30 PM - Welcome & Kickoff

Bowery Capital Team

12:45 PM - Panel

Strategic Planning and How It Benefits Investors, Employees, and Customers

Brett Pinegar, Chief Operating Officer - LiveIntent

Stephanie Choi, Co-Founder & COO - Sawyer

David Kim, SVP of Operations - Carta

Moderator: Jessica Bernido, Director of Talent - Bowery Capital

1:15 PM - Panel

How Finance Helps Tell The Company's Story

Lisa Mogensen, CFO - 4C Insights

Peter Nesbitt, Vice President of Finance - Teampay

Vera Nazarova, Financial Controller - White Ops

Moderator: David Appel, Head, Software and SAAS Vertical - Sage Intacct, Inc.

2:00 PM - Fireside Chat

Investor Relations: Having the Right Information for the Right People at the Right Time

Aron Susman, SVP of Finance - Ro

Moderator: Nikki Fernandez, Finance Manager - BrightFarms

2:30 PM - Coffee Break

2:45 PM - Panel

Lessons Learned as a CFO

Andrea Blankmeyer, CFO - Transfix

David Snider, Founder & CEO - Harness Wealth

Kira Yampolskiy, Head of Finance - SecurityScorecard

Dave Garvey, Growth Markets Practice Leader - EY

3:30 PM - Panel

Building a Finance Team as you Scale and Grow

Andrea Vardaro, Head of Financial Planning Analysis - Compass

Sarah Wobbecke Fuller, Corporate Controller - CLEAR

Natacha Giai, SVP, Global Controller - Integral Ad Science

Moderator: Lauren Bowe, Partner, Financial Operations - Connor Group

4:15 PM - Fireside Chat

Pre-IPO Liquidity Strategies for Private Companies

Julia Brezing, Director, Private Company Liquidity - Nasdaq Private Market

Scott Buxton, Vice President, Finance - Datadog

4:45 PM - Closing Remarks

Bowery Capital Team

5:00 PM - Networking Reception

Ulysses - 95 Pearl St.

Venue

2018 Speakers

Industry experts from these companies will share their insights.

Stay tuned for more information as we develop the agenda!

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Clear your calendar - It's going down! Splash Blocks kicks off on March 16th, and you're invited to take part in the festivities.

Jacqui Maguire

Director, Talent Acquisition

Greenhouse

Kirsten Colyer

VP, People & Talent

Justworks

Stephanie Mardell

VP, People

Button

Nikki Schlecker

Head of People

WayUp

Toni Thomson

VP, People & Talent

The Muse

Jordan Wan

CEO & Founder

CloserIQ

Ilya Usorov

Co-Founder

day100

the line-up:

8:00am-9:00am

Registration

Coffee, light refreshments & Networking

9:00am-9:15am

Welcome & Kick-Off

Bowery Capital Team

9:15am-9:45am: tactical chat

Unicorn Growth Secrets from Zendesk, Slack, and Salesforce

Bill Macaitis, Former CMO - Zendesk, Slack, & Salesforce

9:45Am-10:15am: TACTICAL CHAT

How Not to F#@k up a Unicorn- Lessons learned & humility during hyper-growth

Kara Wilson, CMO - Rubrik

10:15AM-10:45: panel session

Brand building beyond clicks: Using marketing to build brand

Cory Treffiletti, CMO - Voicera & Former SVP - Oracle Data Cloud

Bennett Porter, Former SVP, Marketing Communications - SurveyMonkey

10:45Am-11:00am

Coffee Break

11:00Am-11:30am: panel session

Scaling from 0 to 100M

Matt Amundson, VP Marketing and Sales Development - EverString

Tara Ryan, CMO - Skuid

Jen Grant, CMO - Looker

11:30am-12:00pm: tactical chat

Marketing your own marketing tactics & creating organizational buy-in

Maria Pergolino, CMO - Anaplan

12:00pm-1:00pm

Closing Remarks, Lunch, & Networking

SPONSORED BY:

Sponsored by:

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The Bowery Capital Quarterly Leadership Series was built to generate opportunities and insights for thought-leaders at early-stage companies. Hosted quarterly, the Series is structured as a half day seminar that includes keynote speakers, tactical chats, and panel discussions. This quarter we will address current marketing challenges at business to business SaaS and marketplace companies.

Thinking through your demand generation strategy and want to hear from the experts?

Worried that media relations and offline marketing are not the best use of your marketing spend?

Wondering how to nail that first marketing hire at your company?

If you are struggling with any of these questions we hope you will join us at SPUR in San Francisco on March 29th for this concentrated day of learning. Doors open at 8:00 AM PT for coffee and networking.

Caption

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Starting your own business and picking the right niche in no time

The Bowery Capital Quarterly Leadership Series was built to generate opportunities and insights for thought-leaders at early-stage companies. Hosted quarterly, the Series is structured as a half day seminar that includes keynote speakers, tactical chats, and panel discussions. This quarter we will address current marketing challenges at business to business SaaS and marketplace companies.

Thinking through your demand generation strategy and want to hear from the experts?

Worried that media relations and offline marketing are not the best use of your marketing spend?

Wondering how to nail that first marketing hire at your company?

If you are struggling with any of these questions we hope you will join us at SPUR in San Francisco on March 29th for this concentrated day of learning. Doors open at 8:00 AM PT for coffee and networking.

About Bowery Capital

Bowery Capital is an early-stage Venture Capital firm focused exclusively on the next generation of enterprise software. We move fast, never waste an entrepreneur's time, and make it priority #1 to be the best possible partner to every founder we back.

special thanks to our 2019 sponsors

Text Block #1

Starting your own business and picking the right niche in no time

The Bowery Capital Quarterly Leadership Series was built to generate opportunities and insights for thought-leaders at early-stage companies. Hosted quarterly, the Series is structured as a half day seminar that includes keynote speakers, tactical chats, and panel discussions. This quarter we will address current marketing challenges at business to business SaaS and marketplace companies.

Thinking through your demand generation strategy and want to hear from the experts?

Worried that media relations and offline marketing are not the best use of your marketing spend?

Wondering how to nail that first marketing hire at your company?

If you are struggling with any of these questions we hope you will join us at SPUR in San Francisco on March 29th for this concentrated day of learning. Doors open at 8:00 AM PT for coffee and networking.

#BCSUMMIT