No Surprises:

Great finance leaders don't just report what happened, they shape what happens next. But getting there requires more than clean data. It requires a system: a rhythm of analysis, communication, and partnership that keeps the business aligned and finance focused on outcomes that actually matter.

Taylor Otstot, VP of Finance at Dashlane, has spent four years building exactly that. As Dashlane navigated post-COVID revenue decline, a pivot to a focused ICP, and a return to profitability, Taylor rebuilt finance from the ground up. His weekly cadence — Monday projections, Tuesday executive calibration, end-of-week go-to-market synthesis — keeps leadership aligned and surprises off the table. And his core conviction: you can't manage a business on aggregate numbers. The real leverage is always in the segments — the subset of customers, products and markets where focused resources actually move the needle.

Join us for a candid look at the playbook Taylor used to turn Dashlane's finance function into a true engine of strategic partnership — and what any finance leader can take away to drive more alignment, trust, and results.

What You'll Learn

• The weekly rhythm that eliminates surprises: A Monday-to-Friday cadence of projections, executive calibration, and go-to-market synthesis that keeps leadership aligned and finance ahead of the story.
• Segments over aggregates: Why managing to a top-line number is a trap, and how to identify the specific pockets of customer segments that provides real leverage.
• Storytelling with data: How to frame the "state of the state" for boards and exec teams so everyone has a shared, grounded understanding of where the business stands and what it means.
• The three pitfalls that hold finance leaders back: Over-indexing on process, chasing tasks over outcomes, and not knowing the business well enough to be a true strategic partner.