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Israel CFO Connect

\\\ September 2nd , 2025
Tel Aviv

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Israel CFO Connect – September 2nd , 2025 Tel Aviv

Join us in Tel Aviv for a premier gathering of top finance leaders, where the latest tech tools and strategies take center stage. Experience a dynamic day filled with engaging panel discussions, thought-provoking presentations, insightful fireside chats, and valuable networking opportunities. Connect with industry experts, exchange ideas, and gain critical insights while shaping the future of finance. Don't miss this opportunity to expand your network and stay ahead in the industry!

​Agenda Main Channel:

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  • ​08:00 - 09:00 Registration and Networking

  • ​09:00 - 09:05 Opening Remarks

    • ​Ariel Shapira CEO Social Wisdom

    • ​Danielle Vardi Co-CEO Compass Tax Directors, Co-Founder She F.O

  • ​09:10 - 09:25 Keynote, Joe Cohen Managing Director & Chief Revenue Officer - Dun & Bradstreet and CIAL.
    The Future-Ready CFO: From Controller to Catalyst

  • ​9:30 - 09:40 Danielle Shaul Co Founder & CTO at Nilus Beyond the Buzz –
    Agentic AI for Finance Leaders: Real Use Cases in Action

  • ​09:40 - 10:15 Financial planning and analysis AI and treasury panel

    • ​Moderator Liron Gez, Partner at EY

    • ​Hila Arviv, Co-Founder FaaS

    • ​Deb Dor Head of FP&A solutions at Convista

    • ​Yogev Mano, Finance Leader at Panax

    • ​Alex Finkelshtein, EPM Systems Project Manager Accenture

  • ​10:15 - 10:20 Valery Migirov CEO B24Club Cost-Effective Complex Fintech Solutions Delivered in Minimal Time.

  • ​10:20 - 10:30 Deb Dor Head of FP&A solutions at Convista: How operational planning shapes financial strategy

  • ​10:30 - 10:40 Tomy Kovalis, CEO,Cover Presentation

  • ​10:40 - 11:15 IPO Readiness Panel - From Startup to Public: What Every CFO Should Know

    • ​Moderator Danielle Vardi Co-CEO Compass Tax Directors

    • ​Efrat Brodeski CEO at EA Cloud Solutions

    • ​Anat Earon-Heilborn ,Investor Relations for Startups and Scaleups

    • ​Shachar Familia Vice Chairman Canaccord Genuity Group

    • ​Ofer Segev ,Chief Financial Officer at Windward

  • ​11:15 - 11:25 Moti Cohen CEO Viewz. The strategic CFO

  • ​11:30 - 12:15 Scaling a Financial Organization panel Scaling Smart: Building Teams, Optimizing Operations, and Strengthening Investor Relations

    • ​Delia Pekelman, SVP Corporate and Growth LeumiTech

    • ​Eran Tibon Chief Financial Officer GMT

    • ​Roi Rotem,Co-Founder at Proximo

    • ​Udi Bar Sela, CFO at Claroty

    • ​Relly Shimko,CFO at Amiad Water Systems

  • ​12:20 - 12:30 Erez Agmon, CEO Vayu. Vibe Finance - How AI is rewriting revenue management

  • ​12:35 - 13:00 VIP panel chat Zuora/Deloitte

    • ​Todd McElhatton - Chief Operating and Financial Officer at Zuora (former NYSE ZUO)

    • ​Sapir Efrati, Partner at Deloitte

  • ​13:00 - 13:45 Networking and lunch break

  • ​13:50 - 14:00 Oded Salomy, former Member of Management at the Bank of Israel, PayWise Academy -
    Ways to streamline the payments sector – advanced payment methods in Israel

  • ​14:05 - 14:40 US Tax Landscape for Israeli Companies panel

    • ​Moderator Rivka Zeltser Partner, CFO at Made Finance

    • ​Tal Bar David, former CEO & Co-founder of Complyt

    • ​Ido Noiman, Director of Finance at Tastewise

    • ​Batya Lebowitz - Kugler, Team Leader - Corporate Compliance at Philip Stein & Associates

    • ​Asaf Miodovnik,Tax Specialist at altshare

  • ​14:55 -16:00 closing remarks and networking

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​Agenda Channel 2 - 30-minute lectures

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  • ​09:55 - 10:00 Opening Remarks, Ariel Shapira CEO Social Wisdom

  • ​10:00 - 10:30 Eran Gorodezky CEO at Vaquita - A Practical Guide to the Do’s and Don’ts of Setting Up Companies in the U.S. Market or Anywhere in the World

  • ​10:30 - 11:00 Raheli Sasson Director of FP&A at JFrog - Leading the AI Mindset Shift in Finance: Lessons from the Frontlines.

  • ​11:00 - 11:30 Ayala Yarkoney Sorek, From Breakdown to Breakthrough: Mastering Negotiation Obstacles

  • ​11:30 -12:00 Danielle vardi Co-CEO Compass Tax Directors, Co-Founder She F.O.  Practical Transfer Pricing for finance teams

  • ​12:00 - 12:30 Reut Nagar Kesselbrenner,Lecturer & Founder of She’al Bankai Community.Talk Title: The Bank of the Big Leagues — Corporate Banking

  • ​12:30 - 13:00 Dani Shmaya, former Advisor to the Director of the Tax Authority, CPA and Legal Expert at YETAX. How to do the right tax planning and risk management

  • ​13:00 - 13:45 networking and lunch break

About Us.

​Social Wisdom Consulting Agency hosts the Meetup. Social Wisdom is a leading agency that provides strategic solutions for networking, storytelling, content strategy, and international business development. Over the past decade, Social Wisdom has successfully organized and executed over 150 events across the globe.

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​The conference is held with the cooperation of She.F.O. - Women in Finance is a community in Israel. She.F.O. goal is to support women managers in the financial industry - CFOs, Tax Directors, FP&A, senior accountants, managers in banks, insurance companies, Fintech companies etc.

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​The conference is held in cooperation with Eran Gorodezky, CPA; Vaquita Limited (we incorporate companies worldwide); and the WhatsApp community Finance Managers – Professional Knowledge Sharing (Q&A) — a 750‑member group for CFOs and other finance leaders.
The group is invitation‑only, ad‑free, and focused on practical advice, peer support, and real‑time Q&A. Join us

Our Partners.

Contact Us.

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