2026 Technology Finance Symposium - West

Real insights for Tech Finance Leaders. No hype.

Discover how SaaS and AI leaders are applying AI, navigating market shifts and driving measurable results.

One day. 150+ tech finance leaders and investors - set in one of San Francisco’s most distinctive venues.

Join us on Thursday, Sept. 10 for an exclusive gathering of technology finance leaders at Terra Gallery.

Hosted by Baker Tilly, the Symposium is a premier, invite-only event series for CFOs, senior finance executives, and private equity and venture capital investors in the technology sector. Our bicoastal program brings together forward-thinking leaders to exchange ideas, share perspectives and navigate the rapidly evolving tech and finance landscape.

This exclusive, one-day-only event will explore how technology organizations are adopting and applying AI, including its growing role in finance and reporting. Our guest speakers will address funding, exit readiness and the evolving role of finance leaders in managing risk, governance and innovation. We’ll also examine broader market trends and strategic priorities shaping the future of technology and finance.

Designed to spark fresh thinking and new ideas, this event brings together technology leaders in an engaging setting to connect and gain fresh perspectives from influential voices in the field.

Attendees will have the opportunity to earn CPE credits throughout the program.