10/20/2026
Culture. Diligence. AI. Three factors reshaping how CFOs evaluate and execute M&A deals.
Those themes were front and center at our Bay Area CFO Forum, where finance leaders shared lessons learned from acquisitions, integrations, and transformations.
Thank you to JR Velazquez, Philip Thach, Armita Rostamian, and Jacqueline Korajkic for an engaging discussion, and to our partners Baker Tilly, Fifth Third, and ABI for helping make the event possible!
Read the full recap here: https://bit.ly/4snUVDC