Leapfin Transform 2025

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 Brumana, CFO at Poshmark, will share insights from his career, spanning Poshmark, Amazon, Palm, and beyond. They’ll 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.

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.

In this panel, hear from 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.

Finance 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.

In this panel, experienced finance systems leaders will share how they support accounting, common pitfalls that cause misalignment, and practical strategies for improving efficiency between teams. 

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.

In this session, we’ll explore 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. 

Over the years, there have been plenty of over-hyped industry "game-changers." But AI may 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.

In this session, Leapfin CTO Erik Yao 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 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. You'll hear why now is the time for AI in finance, and Erik will share his vision for what’s next – new possibilities for how AI will shape revenue reporting and analytics and empower finance teams in the years ahead.  

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 Ben Murray, 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. When you transform your revenue data into a strategic asset, you won't need to survive revenue data scrutiny – you'll thrive on it.