Caleb Maxson

Teamwork makes the dream work ✨ Excited to share the collaboration between ICAI - California Chapters (SF & LA) and CalCPA. This will offer tremendous networking and opens the door for CAs to connect more closely with the broader CPA community across California. Special thanks to Denise LeDuc Froemming, CPA, CAE, AAiP and Denise Bethel, MBA at CalCPA for helping bring this vision to life. Also sincere appreciation to Ravi Malhotra, CPA, CA for coordinating across both organizations to make this collaboration possible. Looking forward to the many opportunities this partnership will create for our members !! #ICAISFO #CalCPA #CA #Collaboration

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San Francisco Business Times Article - May 19th, 2025 Bay Area/Silicon Valley IPO activity update #BayAreaFinance #SiliconValleyFinance #BayArea #SiliconValley #BayAreaAccounting #SiliconValleyAccounting #SanFrancisco #Deals #IPO #Exits #Capitalmarkets #IpoReadiness #ipos #capitalraise #CPA #CFA #GoingPublic #Initialpublicoffering #HingeHealth #ChimeFinancial #MNTN #Big4CPA #Big4Alum #CFO Article summary (AI Generated): Key Developments: Chime Financial, along with digital health firms Hinge Health and Omada Health, has filed for IPOs. These IPOs could mark a resurgence in San Francisco’s IPO market, which has seen only three listings in the past three years. Economic & Regional Impact: IPOs generate wealth, tax revenue, job growth, and venture funding for the Bay Area. Scott Anderson (BMO) highlights the local economic benefits, from real estate to philanthropy. Mark Lehmann (Citizens) emphasizes investor interest, noting IPOs often spur more IPOs (“contagious” effect). Market Context: The IPO market had stagnated after the 2020 SPAC boom. Now, with Chime potentially raising over $1B, it would be the largest SF tech IPO since Airbnb, DoorDash, and Wish in December 2020. This success could entice mature fintechs like Stripe and Plaid to follow. Other Notable Mentions: Figma (after Adobe’s failed $20B acquisition) and Discord may also go public this year. Mountain, an Austin-based ad-tech firm, and eToro, a crypto trading platform, are also planning or recently completed IPOs. eToro priced above its range and rose 23% post-IPO. Coinbase joined the S&P 500. AI Influence: The AI boom is fueling market enthusiasm. Scott Anderson claims AI may outpace the PC, iPhone, and social media revolutions, potentially increasing productivity by 15–35%. Download link (requires subscription): https://lnkd.in/gWu-DkCT

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CFOs have relied on ERPs for decades; now autonomous AI is changing how work actually gets done. I wrote this piece to explore a shift I believe CFOs cannot ignore: the transition from ERP as the system of work to ERP as the system of record, with autonomous AI becoming the execution layer. This is not a technology upgrade cycle. It is a platform shift that affects operating models, controls, data readiness, and how finance teams function day to day. If you are a CFO, finance leader, or involved in ERP strategy, I hope this perspective is useful. https://lnkd.in/gCh_rdFa #CFO #EnterpriseSoftware #FutureOfFinance #AI

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At Thoma Bravo's recent AI Summit, I sat down to record a live edition of our Behind the Deal podcast with Coupa's Leagh Turner and Anaplan’s Charlie Gottdiener. Though our conversation took place in November, now feels like the right moment for it to come out — hardly a day goes by without a headline about how enterprise SaaS is interacting with AI. It’s valuable to hear directly from two CEOs on the front lines. Both are living AI’s transformative potential. They’re focused on accountability — to their companies and their customers — and recognize the need to be intentional and systematic in how they incorporate and deploy AI, as industry norms and governance standards catch up to technological change. Both are confident in their companies’ positioning for enduring and growing value: insights from proprietary data and customer trust, built over decades, cannot currently be easily replicated. As AI capabilities become more powerful and more accessible, that institutional foundation is incredibly significant. Excited to share this one — full episode here: https://lnkd.in/gAms2Nz5 

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CFOs and tax leaders are accelerating AI adoption to build resilience and unlock strategic capacity. The moment to transform is now. Share the biggest shift you’re seeing in your function. #ShapeTheFutureWithConfidence

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Great discussion among Finance Leaders last evening in Minneapolis, hosted by Hyperbots, on the topic of “The Agentic AI Platform for Finance & Accounting”. AI is evolving to complement traditional ERP systems, enabling greater efficiency across financial processes.

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March 11 is coming up quick. If you are a CFO or CEO running your firm in #siliconvalley and not a part of the CFO Leadership Council you are missing out. This is a fantastic group of leaders who face everyday problems and have built a community to help each other. This isn’t a pitch event, no one is talking about deal flow but rather how to optimize your business It has always been my focus Fractional Family Office Inc How to optimize your taxes, increase revenue, decrease inefficiency in every market environment! Don’t miss out! Arnt you tired of people always looking for money from you? Takes away the time to focus on what made you the money in the first place. Over the past 15 years: I have understood : if you don’t learn how to protect your assets no one will do it for you, if you pay for a services you still won’t get the best cause you don’t know what you want If you don’t understand how to save your taxes and sons time learning, your professional can only do so much You must know why you are investing in somthing? Why are your taxes high? What options do you have? What’s the best course for you should only be your educated decision. No one care for you as much as much as you do. So surround yourself with people who want to learn and grow together. Ask for help, do you shopping, build your team and don’t be scared to ask questions!!! The world is your playground! Get to it! Happy hump day!

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Kriti Sharma's perspective hits an important truth: AI isn’t here to replace decades of human expertise. It’s here to amplify it. The organizations that will lead this next industrial era are the ones investing in their people—equipping teams with tools that elevate skills, unlock new capabilities, and build a more resilient, future-ready workforce. Proud to see IFS continuing to shape this conversation. #IndustrialAI #FutureOfWork

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High-performing finance teams don’t just manage Accounts Payable. They use it to strengthen cash visibility and decision-making. With the right use of NetSuite, AP becomes more than a transaction process. It gives finance leaders real-time clarity on: • Upcoming cash commitments • Planned payment schedules • Vendor obligations • Daily cash impact This enables teams to plan with confidence, maintain strong vendor relationships, and make better working capital decisions. When visibility improves, control follows — and finance can focus more on strategy than urgency. At Bista Solutions, we share practical, business-first perspectives on using NetSuite to drive smarter financial operations. #NetSuite #AccountsPayable #FinanceTransformation #WorkingCapital #CFO #ERP #BistaSolutions

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At SAP Sapphire today, SAP and Google Cloud unveiled a transformative partnership that integrates generative AI and agentic architectures— SAP's Joule and Google's Gemini models—into enterprise systems to automate complex workflows, enhance decision-making, and achieve measurable business outcomes

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AI-led ERP platforms such as Oracle/Netsuite enable step change in how business decisions are made and enterprise value is created. Companies operating in the Consumer, Retail and Industrial sectors who aim to grow and innovate to support increased customer expectations, will need to move quickly- before competitors or new market entrants with AI- operating models do. #AgenticAI #midmarket #growth #innovation #customerexperience #netsuite #consumerandretail #wholesaledistribution

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One of the hardest phases for most accounting firms striving to grow is that 8-20 person range when they hit the "scaling plateau". That's when complexity creeps in, profitability dips, and leaders hit their limit. As Ian Vacin and Jason M. Blumer, CPA share in their book, 'Scale With Purpose', growth is a series of intentional decisions about people, capacity, and structure ✅ If you're feeling overwhelmed as a leader, that's not a phase to push through and hope for the best. It's the signal to reevaluate how you're building. It might be time for a change. If you're currently navigating that next stage of growth, this is an article you should read👇 https://lnkd.in/gpccYmfJ.

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