Event Details

FINANCE FORUM EVENT- Lunch & beverages included

Join us on September 21st, 11:30-1:30.

Russian River Brewery in Windsor in their private meeting room. A three-person panel will be sharing:

"How Generative A.I. will be impacting the CFO's department."

· Benefits of embracing Generative AI in the CFO's department.

· Evolving ERP software: New investments in software and training.

· Accounting research improvements.

· Issuing A.I. Internal User's Policy.

· Privacy & data concerns.

· Private versus Public AI tools for analysis and reporting.

· Verifying results of A.I. generated answers.

· Changing role of Audit/attest firm and function.

· Employee Training.

· Software security once bad guys are armed with Generative A.I.!

What do you need to do?

1) Register for the event on the Naturally North Bay website.

2) Put this luncheon event on your calendar and come join us! More details to follow.

3) Tell other finance leaders in the food industry about our CFO Forum or refer them to us for a personal invite.


  • Moe Asgharnia (CIO at BPM, LLP)

    Moe Asgharnia

    CIO at BPM, LLP


    With 24 years of extensive experience in Information Technology services, I have consistently operated at the senior leadership level, contributing to diverse sectors including accounting, federal institutions, healthcare, commercial enterprises, Pre-IPO ventures, and Fortune 500 corporations. Throughout my career, I have consistently achieved a remarkable track record of success by adeptly guiding and supervising teams in the conceptualization and execution of pioneering, state-of-the-art technological solutions aimed at resolving intricate business complexities.

    My demonstrated proficiency lies in not only steering IT functionalities but also in strategically aligning them to deliver substantial business value that transcends conventional operational activities. I have repeatedly showcased my capability in orchestrating and overseeing multifaceted projects, skillfully navigating cross-functional global teams, and formulating solutions that adhere to stringent quality and regulatory benchmarks.

    As a testament to my versatility and leadership acumen, I have been acknowledged as an adaptable trailblazer, a strategic collaborator, an enthusiastic harbinger of innovation, and a dependable counselor to executive echelons of leadership.

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  • Glenn Hopper (CFO/Director of Eventus Advisory Group)

    Glenn Hopper

    CFO/Director of Eventus Advisory Group


    Glenn Hopper, author of the Amazon best-selling book Deep Finance: Corporate Finance in the Information Age, is a pioneering thought leader focused on the intersection of artificial intelligence and corporate finance. With over two decades of finance and technology leadership experience, Glenn has been instrumental in transforming finance operations through the integration of AI and machine learning technologies.

    He is a distinguished keynote speaker, who has presented at finance and technology conferences, including the CFO Leadership Conference, Oracle's SuiteWorld, and the Harvard Digital Data Design (D^3) Institute. As a lecturer, Glenn has trained professional organizations and executives on the intersection of corporate finance and artificial intelligence.In November 2023, Glenn will further expand his educational reach with the release of his LinkedIn Learning course, "Generative AI in Finance."

    As a finance and management consultant, Glenn advises public and private companies on implementing financial technology and process improvements. He also serves as a fractional CFO, specializing in M&A advisory, FP&A, and business analytics. A former chief financial officer, Glenn worked in the startup space for more than two decades, where his professional focus was on transforming finance operations through improved technology. He holds a master's degree in finance with a graduate certificate in business analytics from Harvard University, and an MBA from Regis University. He is a member of American Mensa and the Forbes Finance Council, and volunteers for The Analytics Foundation. In his leisure time, Glenn is an avid runner and cyclist.

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  • Joshua Meiri (CTO at AppWrap, Inc)

    Joshua Meiri

    CTO at AppWrap, Inc


    A leading provider of NetSuite implementations and support. Alliance Partner of the year (2021) and inc 5000 fastest growing companies (2023).
    With over 15 years experience in providing ERP and CRM solutions for pre-IPO and public companies is an accomplished technology leader, systems architect, application designer for the “cloud first” era.
    Working with AI and Robotic Processing Automation to reduce costs and speed up deliverability.

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  • Gassen Mosbahi (Partner at Moss Adams)

    Gassen Mosbahi

    Partner at Moss Adams


    Gassen has extensive experience that includes assisting private equities and strategic buyers through all phases of the acquisition process, including initial deal analysis, financial and accounting due diligence, valuation, identification of synergies and integration.

    Prior to joining Moss Adams, Gassen was a Director at the Deal Advisory group at KPMG. His experience includes financial due diligence, restructuring and corporate finance projects. He worked in multiple cross-border transactions including the U.S., France, Finland, Germany, Belgium, UK, UAE, Greece, and Vietnam. He was involved in deals that ranged in value from $10 million to $3 billion.

    Specialties include:
    Mergers & Acquisitions (Buy-Side and Sell-Side)
    Financial & Accounting Due Diligence
    Business Valuation
    Turnaround & Restructuring
    Purchase Agreements & Transaction Documents

    Gassen holds a Bachelors of Science degree in accounting from Institut Supérieur de Comptabilité et d'Administration des Entreprises, and a Masters of Science degree in accounting from Golden Gate University.

    Fluent in English, French, Arabic and Italian.

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  • Suzy Taherian (CFO at Xpansiv)

    Suzy Taherian

    CFO at Xpansiv


    Suzy Taherian has over 25 years of experience as CFO, COO, acting CEO, and board member for global companies. After 16 years with Exxon and Chevron, she went on to lead high growth companies. She was most recently CFO of Xpansiv, which provides the global market infrastructure for energy transition.

    She led their finance team through an incredible year. They completed $400M in private equity financing with Blackstone, and then another $140M with Goldman Sachs and Bank of America and others. They also completed 2 major acquisitions to position Xpansiv in a strong leadership position in environmental markets. Xpansiv was recognized as one of the top acquirers in climatetech. They delivered strong top line growth and increased profitability, growing from 65 employees to over 350. Xpansiv also completed a secondary financing round of $75M in Dec 2022.

    She also served on the board of NewHold Investment Corporation, a Special Purpose Acquisition Company. She was part of the board audit committee, overseeing their IPO on NASDAQ on July 31, 2020 and their subsequent purchase of Evolv.

    She has been an adjunct professor at UC Davis Graduate School of Management for the last 10 years, teaching courses on International Finance and International Business.

    She was recognized as Top 100 Women of Influence by Silicon Valley Business Journal. She’s a contributor to Forbes.com, co-author of 80/20 CFO, and speaker at How Women Lead.

    Suzy holds a BS in Mechanical Engineering from UC Davis; an MBA from the Kellogg School of Management, Northwestern University.

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Connect with 18 people attending this event



Member Ticket

Lunch & beverages included.
Member of Naturally North Bay or Naturally Bay Area

Member Price $30
Non-Member Ticket

Lunch & beverages included.

Standard Price $40


Russian River Brewing Company

Mitchell Lane 700
Windsor, California

If you have any questions please contact Jill McLewis

Contact Organizer

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