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Join us in New York City for an exclusive executive dinner with Bill Koefoed, CFO of OneStream, to connect over breathtaking views, curated seasonal cuisine, and engaging discussions on the future of finance and innovation.
With only six U.S.-based software IPOs in 2024, OneStream stands out as a case study in financial leadership and strategic execution. Bill will share firsthand lessons from OneStream’s IPO journey and explore how AI-driven analytics, automation, and predictive forecasting are transforming the CFO role in today’s dynamic market.
Bill is the Chief Financial Officer at OneStream Software, responsible for optimizing performance and producing next-level growth. Bill has more than 25 years of technology industry experience. Before joining the company in November 2019, Bill served as Chief Financial Officer for online retailer, Blue Nile and prior to that was a partner and CFO for BCG Digital Ventures, Part of The Boston Consulting Group.
At BCG, he helped build, launch, and grow category-changing businesses for some of the world’s most influential companies. He was named ‘CFO of the Year’ by the Portland Business Journal while serving as CFO for IT automation firm Puppet Inc. He was the CFO of Microsoft’s Skype division, and before that the general manager for investor relations at Microsoft. Bill also served in leadership roles at Hewlett-Packard, PwC, and Arthur Andersen.
Bill is an MBA and BS graduate from University of California, Berkeley and a certified public accountant. He enjoys spending time with his wife and two sons, skiing, playing tennis, and rooting for the Cal Bears.
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OneStream Software is a unified corporate performance management (CPM) platform designed to streamline financial planning, budgeting, forecasting, reporting, and consolidation. It offers a single solution that integrates all financial data and processes, making it easier for organizations to achieve greater financial insights and operational efficiency. OneStream is known for its flexibility, scalability, and ability to simplify complex financial workflows across various industries.
Automates budgeting, planning, forecasting, and consolidation, reducing manual work.
Provides real-time financial reports and dashboards for quicker decision-making.
Facilitates alignment between finance and business teams.
Adapts to growing businesses and evolving needs.
Ensures compliance with industry standards and regulations.
Black Diamond Advisory is a leading consulting firm specializing in strategic financial planning and performance management solutions. We focus exclusively on implementing OneStream, a unified Corporate Performance Management (CPM) platform, to help organizations streamline their financial operations. Our team offers tailored advisory services that drive operational efficiency and growth, leveraging our deep expertise in OneStream to improve decision-making and financial transparency.
Edge is the highest sky deck in the Western Hemisphere located one floor below Peak, with a one-of-a-kind design, it’s suspended in mid-air, giving you the feeling of floating in the sky with 360-degree views you can’t get anywhere else.
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