1 CPE Credit

What I Wish I Knew: Planning During a Slowdown

Planning during a slowdown.

Wed, Aug 31 • 4:30pm ET / 1:30pm PT
How to build processes and systems so that the finance team can be effective stewards of all company data.

About this webinar.

What I Wish I Knew: Planning During a Slowdown

As Mr. Churchill said, “Never let a good crisis go to waste.” While today’s volatility and economic uncertainty may not rise to the level of crisis, for some companies, more restrictive access to capital just might. In this What I Wish I Knew discussion, two CFOs with extensive investment banking backgrounds will talk about how to face uncertainty by building a planning infrastructure that can respond to changing circumstances. Airbase CFO, Aneal Vallurupalli, will ask Clari CFO, Adam Meister, who started his career at the Federal Reserve Bank of St. Louis, how he is interpreting current Fed moves and what they might mean for the business environment in the short and medium term. Join us as Aneal and Adam also share notes on what they are doing today to prepare for an uncertain future without giving up on their growth targets. 

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Learning objectives.

Speakers.

Adam Meister

CFO
at
Clari

Adam Meister is the Chief Financial Officer at Clari, the leading revenue operations platform. Previously, as CRFO at Talend, he helped guide the company’s transition to the cloud, and ultimate take-private acquisition by Thoma Bravo. Prior to Talend, Adam spent over a decade in technology investment banking, most recently as a Managing Director focused on software at Goldman Sachs, and at J.P. Morgan before that. Adam also worked in the Corporate Development team at Visa and the TMT Investment Banking group at Deutsche Bank. He started his career at the Federal Reserve Bank of St. Louis.

Aneal Vallurupalli

CFO
at
Airbase

Aneal Vallurupalli is the Chief Financial Officer at Airbase. His background includes early- to late-stage corporate finance, corporate development, operations, and tech M&A. Most recently, Aneal was the Vice President of Finance & Operations at Mattermost, where he still serves as an advisor. At Mattermost, Aneal grew the company’s enterprise value, with a 4x increase in revenue growth and by leading the $50M Series B. He also managed the company’s fully distributed global growth by doubling the number of countries it operates in, and growing employee count by 5x. Prior to that, he was the Head of Strategic Finance at Mapbox, where he led the company’s $164M Series C round of funding from SoftBank, and was the founding member of the Corporate Development team at Guidewire (NYSE:GWRE), helping it to grow from a $800M private company to a $7B public company. His career began in technology investment banking at Union Square Advisors, completing a range of public and private M&A transactions, including buy-side, sell-side, corporate divestitures, and restructurings.

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About the speakers.

About the speaker.

Adam Meister

CFO
at
Clari

Adam Meister is the Chief Financial Officer of Clari, the leading Revenue Operations Platform. Previously, as Chief Financial Officer of Talend, he helped guide the company's transition to the cloud and ultimate take-private by Thoma Bravo. Prior to Talend, Adam spent over a decade in technology investment banking, most recently as a Managing Director focused on software at Goldman Sachs, and at J.P. Morgan before that. Adam also worked in the Corporate Development team at Visa and the TMT Investment Banking group at Deutsche Bank. He started his career at the Federal Reserve Bank of St. Louis.

Aneal Vallurupalli

CFO
at
Airbase

Aneal Vallurupalli is the Chief Financial Officer at Airbase. His background includes early- to late-stage corporate finance, corporate development, operations, and tech M&A. Prior to Airbase, Aneal was the Vice President of Finance & Operations at Mattermost, where he still serves as an advisor. Prior to that, he was the Head of Strategic Finance at Mapbox, where he led the company’s $164M Series C round of funding from SoftBank, and was the founding member of the Corporate Development team at Guidewire (NYSE: GWRE), helping to grow it from an $800M private company to a $7B public company. His career began in technology investment banking focused on M&A at Union Square Advisors.

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