Coterie CFO Tech Stack Sessions

M.G. Thibaut and Coterie CFO invite you to an intimate, in-person session for CFOs and senior finance leaders. Think of it as a pop-up customer advisory council: a chance to get smart on an exciting group of companies, understand how their products work today and where they’re headed, ask the hard questions, and give direct feedback to the teams building them. You’ll: Get an in-depth look at emerging products for the CFO tech stack Hear directly from founders and leaders about product strategy and roadmap Give in-the-moment feedback that can help shape what gets built next The room is intentionally small, roughly 20 CFOs and senior finance leaders, so the conversation stays candid and interactive. We’ll kick off with a CFO roundtable: Scaling Complexity Without Scaling Finance. As companies add new markets, business models, systems and operating complexity, how can finance absorb more without simply adding people and manual process? We’ll dig into questions such as: Where is complexity growing fastest for finance teams today? What work are CFOs actually comfortable handing over to software and AI? Are we heading toward more point solutions, or fewer platforms owning broader workflows? Presenting companies: Niural Slice Global Campfire Zenskar Agenda: 2:30 - 3:00: Arrival & Intros 3:00 - 3:30: CFO Roundtable 3:30 - 5:30: Company 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. See highlights from past events: September 2026 June 2026 May 2026 March 2026 Space is limited. RSVP to reserve your spot, waitlist will open once capacity is reached. Feel welcome to share this with senior 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, and Lowenstein Sandler.