Nov 6, 2019
9a - 5p
Artists for Humanity
Boston, MA 02127

Agile Operations Summit

Ever wonder why finance and ops people don't have an event focused on their pain points?  We did!  So, we created a specific summit that addresses the needs of managers like you.

Join Finance and Operations leaders from around the country for a full day of thought-provoking content, inspiring keynotes, and lots of good food and networking.

We're working hard on the agenda to make sure you get inspiration and specific action items to bring back to your company.  Keep watching this page as we update it regularly.

Looking forward to seeing you in Boston, November 6.

The Team


Earn 6 CPE Credits

After a day of learning from industry experts, you'll be eligible to earn 6 Continuing Professional Education Credits.



Our speakers and attendees are passionate about making an impact in their organization.



See firsthand how new and innovative technology can help you achieve maximum ROI for your company.



Our attendees are here to discuss important topics in the world of Finance and Operations, and make new connections while doing it.


Personal Branding

Update your headshots at our free headshot station, learn how to optimize your LinkedIn profile, and talk to top executives for career advice.



Forget all the other conferences you've been to. At our Summit you'll not only get great food and interesting content, you'll also attend a one-of-a-kind after party full of surprises.

Justify to your boss



Barbara Corcoran

Motivational and inspirational speaker, and "Shark" on ABC's Shark Tank.


Marcus Wilson

Co-founder of NOBULL


Kate Bueker

CFO at HubSpot

About Page-Steve Isom-9926 (1) (1)

Steve Isom

VP of Finance at Flywheel

lauren-kelley photo (1)

Lauren Kelley

Founder and CEO of OPEXEngine


Rebecca Morrison

VP of Finance at


Paul Deeley

CFO at Validity

paul swuare

Paul English

Founder and CTO at


Faith Holway

CFO at Allego

eskala (1)

Emmanuelle Skala

SVP of Customer Success at Toast

mike square

Mike Volpe

CEO at


Jackie Glenn

Founder and CEO of Glenn Diversity and HR Solutions

evan square

Evan Konwiser

VP Product Strategy and Marketing, American Express Global Business Travel


Krista Pappas

SVP, Business Development at


Jeanne Hopkins

CMO at


Andrew Hoag

Founder and CEO of Teampay


Stacey Scott

VP of Travel Services and People Operations at


Patrick Petitti

Co-founder and CEO of Catalant Technologies


Alison Rogers

CEO and Founder at Coffee Cup Collective


Shelby Byrnes

Travel Expert and Travel Consultant Manager at


Jack McCullough

President, CFO Leadership Council


8:00am - 9:00am

Check-in and Breakfast

Coffee sponsored by Fyle.

9:00am - 9:05am

Opening Remarks from Mike Volpe, CEO of

9:05am - 9:10am

The Importance of a Reduced Waste Conference with Alison Rogers, CEO and Founder of Coffee Cup Collective

Hear From Alison about the steps she took with to make the Agile Operations Summit a "reduced waste conference" and the impact it has.

9:15am - 9:45pm

Building a Culture of Growth with Marcus Wilson, Co-Founder of NOBULL

Marcus will discuss how NOBULL has developed a culture of growth as a startup in an industry filled with billion dollar brands, the critically important role Finance and Ops have played since the brand launched in 2015 and how it all came together.

9:50am - 10:05am

CFO Chat #1 with Paul Deeley, CFO at Validity CEO Mike Volpe sits down with Paul to discuss his role as a CFO and the path he took to get there.

10:10am -10:35am

Secrets of Rockstar CFO's with Jack McCullough, President of the CFO Leadership Council

Based on conversations with elite CFOs, from Silicon Valley startups to Fortune 500 multinationals, Jack McCullough has identified several shared traits these leaders share. In this session, you will learn the practices that make world-class CFOs, and how these people have become leaders in finance, strategy, and operations.

10:40am - 10:55am

Morning Break

Coffee sponsored by Fyle

11:00am - 11:25am

Achieving Proactive Controls Over Spend in an Employee-First Culture with Andrew Hoag, Founder and CEO of Teampay

Andrew will discuss how distributed spending has created new challenges for finance teams, what it takes to empower employees with purchasing power without sacrificing spending control, and why leading companies are using intelligent software to implement proactive policy controls.

11:30am -11:50am

Benchmark to Win: Using Saas Benchmarks to Accelerate Growth with Lauren Kelley, Founder and CEO of OPEXEngine

What are those growth metrics that finance and ops leaders need to help their companies grow? Lauren Kelley will outline best practices in metrics, and benchmarking to help Agile Ops Summit attendees position their companies for growth. She'll also share some of the latest findings from the 2019 OPEXEngine SaaS Benchmarking.


Lunch sponsored by Botkeeper

Take a break and enjoy a fully catered lunch, included with your ticket!

12:40pm - 1:00pm

How to 10x Your Business Using Customer Success with Emmanuelle Scala, SVP of Customer Success at Toast

Learn how to increase your company's revenue from existing customers with a strong Customer Success team. Emmanuelle will go over the benefits of focusing on the post-sale moment, how to use NPS to improve revenue growth and reduce churn, and the importance of investing in Customer Success early in a company’s growth.

1:05pm -1:20pm

CFO Chat #2 with Faith Holway, CFO at Allego

Mike Volpe sits down with Faith Holway to discuss her role as a CFO and the path she took to get there.


Streamlining Travel and Expense Management While Maintaining Duty of Care: A Panel Discussion

Krista Pappas, SVP of Business Development at, sits down with Evan Konwiser, VP Product Strategy and Marketing at American Express Global Business Travel, Steve Isom, VP of Finance at Flywheel and Rebecca Morrison, VP of Finance and Operations at to discuss best practices for creating a travel policy that employees will comply with, how to streamline expense management for your team, and the importance of duty of care in your organization.


Afternoon Break

2:15pm -2:25pm

Cut Costs Not Corners: How Your Company Can Save on Business Travel With Shelby Byrnes, Travel Expert, and Travel Consultant Manager at

If you've ever wanted to learn ways to minimize costs and maximize comfort for your traveling employees, this session is for you! Shelby Byrnes will share smart tips to help your company save money on business travel.

2:30pm -2:45pm

CFO Chat #3 with Kate Bueker, CFO at HubSpot

In our final CFO chat of the day, Mike Volpe sits down with Kate Bueker to discuss her role of a CFO and the path she took to get there.

2:50pm -3:20pm

Disrupting Ourselves: Innovating with Business Agility with Patrick Petitti, Co-Founder, and CEO of Catalant Technologies

Today, companies face more competitive threats, market volatility, and pressure to innovate than ever before, and these forces are only becoming more intense. This is largely thanks to technology-driven innovations that are disrupting traditional roles and company structures. While some leaders and organizations struggle to adapt, others that have moved to agile operating models are better positioned for success. In this presentation, Pat will share best practice for operating with agility based on his experience working with 30% of the Fortune 100.

3:25pm -3:50pm

Lift While You Climb: An Interview with Jackie Glenn, Founder & CEO of Glenn Diversity and HR Solutions

Interviewed by Stacey Scott, VP of People Operations for, Jackie Glenn will share how as "a proud black woman from the island of Jamaica,” she has utilized her mantra of “lift while you climb” throughout her life and career to develop individuals and build strong organizations in both her professional and personal life.


How to Build a Business - Using Innovation, Brand, Leadership, and Guts with Barbara Corcoran, Q&A to follow

Innovation may be the single most important key to success in today’s highly competitive marketplace. Barbara Corcoran is known for having built the most successful real estate business in New York City, and now she reveals the unconventional strategies she used to do it: how to create an image bigger than the reality; how to use the press to get free publicity; and how a little savvy and a lot of guts can turn you into the leader in your field. Barbara shares her innovative ideas, insights, and anecdotes on building a thriving business and a successful brand in today’s marketplace.


VIP Meet and Greet with Barbara Corcoran

VIP ticket holders will get a chance to meet with Barbara, get their copy of "Shark Tales" signed, and take a picture with her.

5:30pm - 7:30pm

After Party Sponsored by Teampay

Stick around at the Artists for Humanity Center for our one-of-a-kind after-party! You'll enjoy food, an open bar, and fun surprises (like a virtual reality experience)!

Attendees can earn six CPE credits!

When you attend the Agile Operations Summit, you'll be eligible to receive six CPE (continuing professional education) credits. In order to make sure you receive your credits you must:

  • Register for the Summit online.
  • Check-in at the start of the Summit on November 6.
  • Attend all sessions, and answer questions distributed. is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:

Venue and Accommodations

Artists for Humanity

100 W 2nd St Boston, MA 02127

Artists for Humanity's mission is to bridge economic, racial, and social divisions by providing under-resourced urban youth with the keys to self-sufficiency through paid employment in art and design. Their mission is built on twin philosophies: Engagement in the creative process is a powerful force for social change, and creative entrepreneurship is a productive and life-changing opportunity for young people and their communities

Aloft Boston Seaport District

Located at 401-403 D Street, Boston, MA. A discounted nightly rate of $316.00 is available to conference attendees. To book a room with this rate please reserve online using the link below or call 617-530-1600.

Book Room

The Westin Boston Waterfront

Located at 425 Summer Street, Boston, MA. A discounted nightly rate of $324.00 is available to conference attendees on the nights of November 5th and 6th. To book a room with this rate please use the link below or call 617-532-4600.

Book Room


Title Sponsor

Presenting Sponsor

Airline Sponsor

Event Sponsors