Resilient finance leadership in the summer rush

Summer can be a demanding season for finance teams. While many departments slow down, finance is often at its busiest—managing mid-year reviews, initiating budget planning, and operating with limited staffing due to time off.

Sophia Shafiq, Controller at Red and White San Francisco Bay Cruises, leads finance for a seasonal business where summer is the busiest stretch of the year. In this session, she shares her approach to maintaining operational stability, supporting her team, and leveraging tools that create flexibility without sacrificing accountability.

You’ll learn how:

• Keeps finance operations running smoothly during high-volume periods
• Applies technology to simplify processes and improve visibility
• Builds a people-centered culture in a seasonal, fast-paced environment
• Prepares her team for budget season while staying focused on the present