Join us for an intimate evening bringing together a group of founders, firm partners, and senior finance leaders at the intersection of AI and financial operations. Over a great meal and lively conversation, we’ll dive into how AI is transforming the industry, and what practical steps forward-looking leaders can take to start integrating it into their organizations.

About your hosts
Dan Fuwa is a banker and advisor focused on early-stage software and middle-market businesses. His experience across banking and startups gives him a unique operator-banker perspective. At HSBC Innovation Banking, he helps enterprise software founders and CFOs navigate their banking needs, drawing on prior roles at Docyt, Ordiant, SVB, and BofA.

Echo Zhong is a tech-forward CPA providing accounting, tax and advisory services for founders and modern business owners. She brings a blended perspective from 15 years of industry and startup operator expertise. As co-founder at Zhong & Sanchez, she implements modern tech stack and builds AI-native tools to help founders and business owners navigate through their financial future.

The Modern CFO Office Dinner #SFTechWeek

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