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

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Steve Isom

VP of Finance at Flywheel

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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

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Emmanuelle Skala

SVP of Customer Success at Toast

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Mike Volpe

CEO at

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Evan Konwiser

VP Product Strategy and Marketing, American Express Global Business Travel


Jeanne Hopkins

CMO at


Andrew Hoag

Founder and CEO of Teampay


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

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Krista Pappas

SVP, Business Development at


More speakers to be added soon!



Registration Opens and Breakfast is Available

9:00am - 12:00pm

Opening Keynote from Marcus Wilson, Co-Founder of NOBULL

CFO Fireside Chats CEO Mike Volpe sits down with Paul Deeley, Faith Holway, and Kate Bueker throughout the day to discuss the role of a CFO.

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.



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


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 benchmark sector trends to help Agile Ops Summit attendees position their companies for growth.

Emmanuelle Scala, SVP of Customer Success at Toast

Learn how to scale a world-class customer success team across a company growing exponentially with Emmanuelle Skala. She leads all post-sale, customer-facing functions at Toast and her team numbers in the hundreds, a daunting role in which she excels.

Travel, Expense, and Duty of Care Panel

Hosted by Krista Pappas, the SVP of Business Development at, Rebecca Morrison, VP of Finance at, and Steve Isom, VP of Finance at Flywheel will discuss best practices for travel policies, how to streamline expense management, and the importance of duty of care.

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.

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.


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

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


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

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Agile operations summit

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We're looking for speakers who are part of the Finance and Operations community and want to share their experience and knowledge with our vast network. Apply now to be considered!


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