Coterie CFO Tech Stack Sessions
M.G. Thibaut and Coterie CFO invite you to an intimate, in-person session for CFOs and senior finance leaders.
This is intentionally a high-quality room rather than a large event: roughly 20 CFOs and senior finance leaders, kept deliberately small so the conversation stays candid and the connections are real.
We'll open with a brief roundtable to discuss current themes in AI in Finance. Then we'll turn it over to four companies who are building for the CFO tech stack, each with a live demo and strategic conversation with the room.
Presenting companies:
Meshly — Stop revenue drift. Automatically reconcile systems, prove every change.
Zenskar — AI-native revenue automation for real-world complexity.
Stackpack — The AI agent that manages vendors and AI for finance teams.
Campfire — The AI-native ERP for high-growth companies.
Who's in the room: ~20 CFOs and senior finance leaders — a curated group, kept deliberately small so the conversation stays candid.
Agenda:
2:30 - 3:00: Arrival & Intros
3:00 - 5:30: Presentations & Discussion
5:30 - 6:30: Networking & Happy Hour
The focus is meaningful conversation, sharp product, and connecting finance leaders across the software, AI, and growth-stage communities in a setting that feels distinctly San Francisco.
See highlights from past events:
June 2026
May 2026
March 2026
Space is limited. RSVP to reserve your spot, waitlist will open once capacity is reached. Feel welcome to share this with senior finance leaders in your network who would value the room.
We look forward to seeing you there!
Special thank you to our sponsors for helping to make this session possible: PwC, Stifel Bank, Lowenstein Sandler & Vaco.