Coterie CFO Tech Stack Sessions | Preparing for Annual Planning
M.G. Thibaut and Coterie CFO invite you to an intimate, in-person session for CFOs and senior finance leaders as we head into 2027 planning season.
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, what's actually worked in your annual planning, and where the pain points still are. Then we'll turn it over to four companies whose products can support a stronger, more successful planning process, each with a live demo and strategic conversation with the room.
Presenting companies:
Abacum — AI-native FP&A: planning, forecasting & reporting on one platform
MonetizeNow — Unified quoting, billing & usage-based monetization for B2B SaaS
Niural — AI-native global payroll, PEO & cross-border payments
Slice Global — global equity management, tax & compliance
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.
Space is limited. RSVP to reserve your spot, waitlist will open once capacity is reached. Feel welcome to share this with 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 & Kollman.
Find more details about the event here.