Our inaugural industry conference, Transform, is taking place on Wednesday, April 16, 2025. This live, virtual event is designed specifically for Finance and Accounting leaders responsible for compliance, revenue reporting, and delivering business insights to stakeholders.
If you're a CFO, Controller, VP or Director of Finance and Accounting, revenue accounting operator, or systems professional, you'll love the stories, lessons, and practical tips from the this lineup of speakers and sessions.
Plus, accounting pros can earn 4.5 CPE credits through Earmark CPE.
See all the event details and register at https://transform.leapfin.com/.
Transform will feature experienced finance and accounting leaders from fantastic companies across a variety of industries and revenue models. If you work in subscription SaaS or services, e-commerce or retail, a marketplace business, or another high-growth vertical, Transform is for you!
Featuring Poshmark CFO, Rodrigo Brumana alongside Leapfin CEO, Ray Lau.
Description: Finance leaders are on the hot seat in 2025. Between AI, the economy, emerging revenue channels, and new technology investments, leaders are navigating a rapidly evolving landscape – and seeing increasing demands around their roles.
In this fireside chat, Rodrigo will share insights from his career, spanning Poshmark, Amazon, Palm, and beyond. The talk will explore how AI is reshaping Finance teams, what's changing and what isn't for CFOs, and what Controllers and VPs of Finance must do to meet expectations and stay ahead.
Featuring VP Finance and Controllers from Guideline, Help Scout, and Eight Sleep.
Description: What’s expected of today's Controllers? That’s easy – more!
While compliance and revenue reporting remain foundational, high-growth companies are demanding strategic, data-driven insights that fuel business growth. And Controllers are in the best position to provide these insights.
Hear from three Controllers who are stepping up to the challenge – transforming from owners of revenue data to drivers of growth. They’ll share how they’re meeting elevated stakeholder expectations and building the right teams and tech stacks to thrive in this new era.
Featuring systems and data pros from SeatGeek, Poshmark, and Outschool.
Description: Finance and Business Systems professionals are the unsung heroes of modern accounting operations. They build the infrastructure, automate workflows, and ensure data flows seamlessly. But collaboration isn’t always smooth.
Join experienced systems leaders as they share how they support accounting, common pitfalls that cause friction and misalignment, and practical strategies for improving efficiency between teams.
Featuring Leapfin Customer Solutions Manager and product expert, Michelle Cheng.
Description: You're only scratching the surface of your accounting data.
Yes, revenue accounting needs to nail the basics. That means quickly and confidently answering questions like "Do we have all the data?" And "Are we creating all the necessary journal entries?" But while data validation and reconciliation are necessary, they're also table stakes.
Join Michelle to learn how Finance and Accounting teams are empowering themselves to move faster and answer hard questions by tapping into their accounting-ready data in Leapfin. Learn how better data is creating new possibilities for supporting cross-functional teams like sales, marketing, product, customer success, and more.
Featuring Leapfin CTO, Erik Yao
Description: Over the years, there have been plenty of over-hyped industry "game-changers." But AI may truly be the biggest disruptor we see in our lifetime. Accounting and finance can't afford to be late adopters here, so let's get up to speed.
Erik will break down the different flavors of AI – from large language models to intelligent agents – and how they’re impacting finance and accounting. And you'll meet Luca, Leapfin's AI-powered revenue data exploration and reporting co-pilot. Erik will present real examples of customers using Luca to investigate revenue data, surface insights, and make smarter decisions faster than ever.
Come hear why now is the time for AI in finance, see Erik's vision for what’s next – new possibilities for how AI will shape revenue reporting and analytics and empower finance teams in the years ahead.
Featuring The SaaS CFO, Ben Murray
Description: Your numbers are constantly under the microscope – and nothing is scrutinized more than your revenue data. But too many teams still struggle with disorganized revenue coding, inconsistent recognition policies, and incomplete data. The result? Persistent board pressure, audit headaches, and missed strategic insights.
Join the SaaS CFO for expert guidance on preparing and leveraging your SaaS revenue data for high-stakes financial analysis. Learn how to structure your data for accurate forecasting, get tips to avoid costly coding mistakes, and hear why Controllers must own revenue insights. Because when you transform your revenue data into a strategic asset, you won't need to survive revenue data scrutiny – you'll thrive on it.