Seminar
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.
Full agenda coming soon!
9:00 - 10:00 am | Executive breakfast |
10:00 am - 12:00 pm | Industry insight sessions |
12:00 - 1:00 pm | Hosted lunch and networking |
1:00 - 5:00 pm | Featured presentations and panels |
5:00 - 7:00 pm | Networking reception |
Who should attend
Designed for the people shaping the finance agenda in technology
This is not a broad technology conference. It is a focused forum for senior finance decision-makers and investors who operate in high-growth, middle-market technology environments.
Experience the future of finance in the heart of San Francisco
Purpose-built for conferences and receptions
Designed for high-impact corporate events and executive gatherings, Terra Gallery features expansive gallery-style spaces, soaring 20-foot ceilings, floor-to-ceiling windows and over 24,000 square feet of flexible event environments that encourage meaningful networking and collaboration.
Central SoMa location
Attendees will enjoy an elevated symposium experience surrounded by contemporary art, refined architectural design and seamless indoor-outdoor flow – all just minutes from San Francisco’s leading hotels, restaurants and downtown innovation hubs. Terra’s central location makes it the ideal setting for bringing together finance leaders, technology innovators, investors and strategic decision-makers from across the technology industry.
Check out our past events
2025 Technology Finance Symposium - East
See what made our Boston symposium unforgettable
2025 Technology Finance Symposium - West
View content from our past San Francisco symposium
2024 SaaS Finance Symposium - New York
See why attendees are still talking about our New York event
Meet the team
Thank you to our sponsors
Who should attend
CFOs, senior finance leaders, and private equity and venture capital investors of technology companies with an emphasis in middle-market technology, software and AI sectors.
Information about CPE eligibility
There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.
A certificate of completion will be emailed to you four to six weeks after the event.
Level: Basic
CPE credit: up to four (4) hours total credit
Field of study: Specialized knowledge
For more information regarding administrative policies such as complaint and refund policies, please email [email protected].
Baker Tilly Advisory Group, LP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org