Path to Becoming a CFO

Bill Losch, CFO at Okta.

January, 2020
First Round Capital

About Path to Becoming a CFO

The Airbase “Path to Becoming a CFO” monthly interview series will feature the top CFOs, board members and executive recruiters from the Bay Area. Attendees will learn how these industry experts accelerated their careers, overcame obstacles, successfully worked with finance teams of all sizes, and leave each event with actionable insights. 

Attend to learn how to further your career, work successfully with board members, and collaborate with CEOs and founders. Hear best practices from hiring managers about how they source CFO candidates and what they expect a CFO to bring to the table. Get insights into what board members expect from their finance leaders and how to foster a successful working relationship.

January 9th Interview

Airbase CEO Thejo Kote sat down with Bill Losch the Chief Financial Officer at Okta to talk about Bill’s 20 years of corporate finance experience and best practices for managing Finance, Investor Relations, and Workplace Service teams. Prior to Okta, Bill served as CFO at MobiTV, the CAO at DreamWorks Animation, the VP of Finance and CAO at Yahoo! Inc., and currently serves on the board of directors of Druva, Inc.

Attendees will network while enjoying food and beverages before the interview and afterward have a chance to participate in a Q&A with the featured guest or panel.  

Can’t make it to San Francisco? Sign up and we’ll send you a recording of the interview.


Bill Losch

Bill Losch

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Bill Losch is the Chief Financial Officer at Okta. As CFO, Bill manages Finance, Investor Relations, and Workplace Services. He also plays an instrumental role in managing the company’s continued growth and expansion into new markets. Prior to Okta, Bill served as CFO at MobiTV, Inc., a leading technology platform provider of multiscreen video delivery services. Bill also served as the Chief Accounting Officer at DreamWorks Animation, SKG, Inc., as Vice President of Finance and Chief Accounting Officer at Yahoo! Inc., and has held various leadership positions at Universal Studios, Inc. and KPMG, bringing to Okta more than 20 years of corporate financial experience. Bill currently serves on the board of directors of Druva, Inc. Bill earned his bachelor’s degree in economics from the University of California, Los Angeles, and is a licensed CPA (inactive) in the State of California. Bill also enjoys running, hiking, and all Bay Area sports teams.

Thejo Kote

Thejo Kote

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Why attend?

Learn finance best practices from the top CFOs (and the HR/Board members who work with and hire them) in the Bay Area
Get career advice from top CFOs and other industry experts
Network with your peers

Who should attend?

Aspiring CFOs
Revenue Operations
Finance Leaders


5:00 - 6:00pm
Check-in, networking with food and drinks
6:00 - 6:30pm
CFO Interview
6:30 - 7:00pm
Q&A Session
7:00 - 7:30pm
More networking


First Round Capital

151 10th St. San Francisco, CA 94103

All Path to Becoming a CFO.

Watch the recorded interview now

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