NetSuite 
Sage Intacct 
QuickBooks 
Microsoft Dynamics 
Jira 
Ironclad 
DocuSign 
Asana 
Slack 
TravelPerk 
SSO 
ERP Integration API 
American Express Card 
Silicon Valley Bank Card 
Jim Kelliher, former CFO at Drift.
Get the inside story on a fascinating finance career that runs the gamut from audit to IPO. Jim Kelliher’s broad range of finance leadership roles includes leading Drift to unicorn status in 2021 and taking remote-access software company LogMeIn public. Now, he draws on those experiences as an angel investor and advisor for tech startups
Jim joins Bessemer Venture Partner and former Oracle CFO, Jeff Epstein, to talk about the lessons he’s learned on the way. Hear his thoughts on the changing role of the CFO, the best advice he’s received, and more. Bring your questions!
Listen on:
Why attend?
- Hear the stories behind the success.
- Learn how others have recognized opportunities and leveraged them.
- Get career insights that can help you with your decision-making.
Who should attend?
- Anyone in finance, including aspiring and acting CFOs.
About the speakers.
Jim Kelliher
Former CFO at Drift and LogMeIn, angel investor and financial advisor
A four-time CFO and financial executive, Jim served as CFO at Drift, a Boston-based Conversation Cloud Company from January 2018 until April 2023. As CFO, Jim was responsible for all financial and administrative operations, including the finance, legal, IT, and facility organizations. He joined Drift from Actifio, where he served as CFO from 2015 to 2108.
Previously, he was CFO at LogMeIn from 2006 to 2015, where he played a pivotal role in growing the business through its successful initial public offering in July 2009.
Prior to LogMeIn, Jim was the CFO at IMlogic from 2003 to 2006, and prior to that was in various financial roles at PTC Software from 1992 to 2003, including Vice President of Finance and International CFO, based in London.
Jim began his career as an audit supervisor at PricewaterhouseCoopers.
Jeff Epstein
Operating Partner at Bessemer Venture Partners
Jeff Epstein is an Operating Partner in the Silicon Valley office, where he leads Bessemer’s CFO Advisory Board and helps portfolio company CEOs and CFOs share best practices. He is the former Executive Vice President and CFO at Oracle, one of the world’s largest and most profitable technology companies, with a market value of over $150B. Prior to joining Oracle, Jeff served as CFO at several public and private companies, including DoubleClick (sold to Google), King World Productions (sold to CBS), and Nielsen’s Media Measurement and Information Group. Earlier in his career, he was an investment banker at The First Boston Corporation. He specializes in B2B software, marketplaces, and AI software. Jeff is Co-CEO at Apex Technology, a SPAC which has announced a merger with AvePoint. Each winter, Jeff co-teaches the Lean Launchpad class at Stanford University’s Graduate School of Engineering. He serves on the boards of directors at Kaiser Permanente, Twilio, Poshmark, Shutterstock, and several private companies. Jeff served on the board of directors at Booking Holdings/Priceline for 16 years as its market value grew from $1B to $80B. He holds an MBA from the Stanford University Graduate School of Business, where he was an Arjay Miller Scholar, and a BA from Yale College, where he graduated summa cum laude, Phi Beta Kappa.
