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Dan
Sorenson
VP of Finance
BetterUp
Dan Sorensen is a strategic finance executive, CPA, and U.S. Army veteran with over 15 years of experience partnering with CEOs, CROs, and Boards to drive growth, operating discipline, and enterprise decision-making in high-growth technology companies. As VP of Finance at BetterUp, Dan built and led the company's GTM Finance function and has served as Interim Head of FP&A, working directly with the CEO, COO, and Board on company-wide planning, scenario modeling, and resource allocation. He is responsible for authoring and presenting Board-level GTM narratives and has played a central role in elevating finance from a reporting function to a strategic partner embedded in commercial and executive decision-making. Prior to BetterUp, Dan spent eight years at Propeller Industries as a fractional CFO to high-growth SaaS, CPG, and e-commerce companies, where he supported over $200M in capital raises and $100M+ in M&A transactions and served as a trusted advisor to founders, CEOs, and Boards through scale, fundraising, and leadership transitions. He also served as VP of Finance at Hoplark, where he led a company-wide cost reset that cut EBITDA losses by 50% and facilitated the sale of the brand to a strategic partner. Dan holds an MBA from the University of Illinois at Chicago and a BBA in Finance from the University of Wisconsin-Madison. He served 21 years in the U.S. Army Reserve and Wisconsin Army National Guard as both an enlisted infantryman and a commissioned finance officer.
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24 June 2026 14:00 - 14:45
Board-level finance: How CFOs influence strategy (not just validate it)
The role of the CFO has expanded far beyond financial stewardship. Today’s finance leaders are expected not only to validate strategy, but to actively shape it — influencing investment decisions, growth priorities, operational transformation, and long-term business direction. This panel explores how modern CFOs are operating at board level as strategic leaders and enterprise decision-makers. It looks at how finance executives are balancing risk with growth, using data to influence high-stakes decisions, and partnering across the business to drive performance and resilience. The discussion focuses on the shift from financial oversight to strategic influence, and what separates CFOs who report on the business from those helping define its future. Key Takeaways: How CFOs are influencing business strategy at board level Why finance leadership now extends beyond governance and reporting How leading CFOs balance growth, risk, transformation, and long-term value creation