Path to Becoming a CFO presented by Airbase

Airbase CEO Thejo Kote sits down with Quora CFO Kelly Battles to chat about Kelly's extensive background in financial management and strategic organizational development in both the private and nonprofit sectors. 

Prior to working at Quora, she was the CFO of Bracket Computing and Host Analytics, Vice President of Finance at IronPort, and Director of Strategy and Corporate Development at Hewlett Packard. Kelly has a BSE from Princeton University and an MBA from Harvard Business School.

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With experience leading global finance teams, strategic planning, investment banking, and serving on the board of Beyond Meat, Twitter CFO Ned Segal joins Airbase CEO, Thejo Kote, for a discussion of how to grow a finance career and what board members look for when making an executive finance hire.

Ned Segal is Twitter’s Chief Financial Officer, leading the company’s traditional finance functions along with corporate development and business development.

Prior to joining Twitter, Ned was Senior Vice President of Finance for Intuit’s Small Business Group, responsible for the division’s financial and strategic planning. He has also served as Chief Financial Officer of RPX, the leader in patent risk management solutions to technology companies around the world, and spent 17 years at Goldman Sachs, most recently as Managing Director and Head of Global Software Investment Banking. Ned also serves on the Board of Directors at Beyond Meat, a plant-based meat company, where he serves as a member of the Audit Committee.

Ned received his B.S. from Georgetown University. He resides in San Francisco with his wife and three children.

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Join Airbase CEO, Thejo Kote, for a chat all about how to grow your finance career with Jennifer Ceran, former finance leader at Box, eBay, Cisco, and Smartsheet, and current board Member at NerdWallet, Auth0, Wyze, and True. Learn what board look for in a CFO and the skills to master in order to advance to your next finance role. 

Jennifer Ceran is currently a board member at Auth0, Wyze, NerdWallet, and True, and the former CFO at Smartsheet, where she lead finance, IT, and procurement. In 2017, she received the honorable Puget Sound Business Journal CFO of the year award. 

Prior to Smartsheet, she was the CFO at Quotient Technology (formerly Coupons.com), and also served as VP finance for Box Inc, where she was responsible for helping the founders scale the company and prepare for a successful IPO. From 2003 to 2012, Jennifer held various positions at eBay Inc. including VP and treasurer, VP financial planning and analysis, and VP investor relations, and also ran the Finance Leadership Development Program. While at eBay, Ceran was ranked #1 Investor Relations Professional by Institutional Investor in the Internet Space by Sell Side analysts, and she was recognized by Treasury and Risk Management Magazine from 2006 through 2009 as one of “100 Most Influential People in Finance.” 

Prior to joining eBay, Ceran spent three years at Cisco Systems Inc., where she was a director in treasury both in Ireland and the US; she spent more than 10 years at Sara Lee Corporation. Ceran received an MBA in finance and accounting from the University of Chicago Booth School of Business and BAs in communications and French from Vanderbilt University.

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Mike is a mechanical engineer turned modern CFO and an expert in building high growth companies. 

Join Airbase Founder and CEO Thejo Kote as Mike shares his learnings from leading finance teams at Gusto, DoorDash and DocuSign, as well as his experience from being on the boards of Clause, Jirav, and WildAid.

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Airbase CEO Thejo Kote sits down with Jason Warnick the CFO of Robinhood to explore his 20-year career in finance. Jason joined Robinhood from Amazon where he spent nearly 20 years, most recently as VP of Finance and Chief of Staff to their CFO. 

At Amazon, he oversaw the Benchmarking, Internal Audit, Investor Relations, Risk Management, and Compliance teams. 

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Allen Shim is responsible for Slack’s financial management strategy, which includes overseeing global operations, finance, accounting, corporate strategy, treasury, tax, investor relations, business analytics, and IT.

Prior to Slack, Allen was the VP of finance and treasury at YuMe, where he helped drive growth from its startup period through its IPO. Earlier in his career, he worked at Yahoo after working as an equity research analyst for Sanford C. Bernstein and Citigroup Asset Management.

Allen received his BS in Economics from the Wharton School at the University of Pennsylvania and is a CFA charter holder.

Join Thejo Kote for a chat with Allen who shares his experiences building his own finance career, provides insights for others building theirs, and the future of the CFO role. 

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Join Airbase CEO, Thejo Kote, for a chat about how to grow your finance career and become a CFO with Jeff Epstein, Operating Partner at Bessemer Venture Partners, Co-CEO, and CFO at the Apex Technology Acquisition Corp. 

Jeff is also the former EVP and CFO at Oracle, former CFO at Nielsen, and current board member at Twilio, Shutterstock, Kaiser Permanente, and Booking Holdings. 

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