SpeakersAgendaWhy attendPartnersVenue
Locations ▼

Get invited

Register

Request to partner

Request your invite

Call to action
Your text goes here. Insert your content, thoughts, or information in this space.
Button

Back to speakers

Jacob
Sperry
VP of Customer Experience
Trullion
VP of Customer Experience of Trullion, helps top finance and accounting teams to automate processes. As a seasoned leader in the industry, Jacob previously led the Customer Experience organization at CaptivateIQ, and was a Partner at Connor Group, leading the Salt Lake City office's Technical Accounting and IPO Services team. Jacob began his accounting career at the Financial Accounting Standard Board, then PwC, and holds a Master of Accountancy from Brigham Young University, and was a licensed CPA in New York
Button
25 September 2025 11:00 - 11:45
Hosted roundtable discussions: Choose your topic and collaborate
In this session five unique discussions are happening concurrently. Find the table discussing your biggest pain point or opportunity and join the conversation. Every table will be hosted by an industry expert so come prepared to discuss, learn, network, and share. Discussion topics will include: - Unified planning strategies: how are you connecting finance to ops? - Regional risk roundtable: fiscal shifts and municipal uncertainty in Greater Boston - Finance automation journeys: what’s working and what’s still manual? - xP&A pitfalls and wins: real experiences from CFOs - Generative AI in practice: exploring early finance use cases and lessons learned