Technology Finance Symposium

At its heart, the symposium is a response to the rapid transformation of finance within technology companies. As artificial intelligence, SaaS and cloud-native models reshape how businesses operate and scale, finance leaders are being called to lead with agility, insight and strategic foresight. The symposium provides a platform to address these shifts head-on, offering attendees a blend of strategic vision, practical tools and peer-driven learning.

Each edition of the symposium is built around timely and high-impact themes. Attendees can expect deep dives into topics such as monetizing AI in finance, mastering technology-specific KPIs and redefining the role of the CFO in a digital-first economy. Sessions are designed to be both forward-looking and immediately applicable, helping finance professionals navigate today’s challenges while preparing for tomorrow’s opportunities.

What makes the Technology Finance Symposium unique is its commitment to relevance and connection. The event features a curated lineup of speakers from across the tech finance ecosystem — executives, investors and innovators who bring real-world experience and actionable insights. Past speakers have included leaders from Sage, Kickstarter, Bessemer, OnePay, Benchmarkit, Fidelity Private Shares, Projectworks and Vagaro, each offering a unique perspective on the future of finance in technology.

Beyond the content, the symposium is a powerful networking forum. With a guest list composed of decision-makers and thought leaders, attendees have the opportunity to build meaningful relationships, exchange ideas and explore new collaborations. Whether you're looking to benchmark your performance, explore funding strategies, or stay ahead of industry trends, the symposium offers a rare opportunity to engage with peers who are shaping the future of finance.

The event also supports professional development, offering continuing professional education (CPE) credits to qualifying participants. This makes it not only a strategic investment in your company’s future but also in your own growth as a finance leader.

Baker Tilly’s vision for the Technology Finance Symposium is to create a recurring space where innovation meets execution — where finance professionals can step away from the day-to-day and return with fresh ideas, new tools and a renewed sense of purpose. As a biannual, bicoastal series, the symposium ensures accessibility and continuity, allowing participants to stay connected to the pulse of the industry year-round.

Whether you’re navigating the complexities of AI-driven finance, scaling a SaaS model, or leading transformation in your organization, the Technology Finance Symposium is your gateway to insight, inspiration and impact.