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FP&A Summit
Austin
Where high-performing FP&A teams redesign how decisions get made.
When markets move fast, slow decisions are expensive.
Arm your finance function with practical insights from leaders who've built faster planning cycles, smarter forecasts with AI, and decision models that hold up under scrutiny.
Get your ticket
early bird sale now on
Connect with 100 FP&A peers for a day focused on one thing: making better decisions, faster.
You'll leave ready to:
- Move from reporting performance, to steering it - reduce friction with shortened planning cycles and forecasts that drive action
- Embed AI and automation to strengthen forecast accuracy, execution speed, and decision confidence
- Pressure-test your operating model with peers responsible for real P&Ls, real trade-offs, and real outcomes
This is not theory.
It’s a working session for finance leaders who are accountable for how decisions actually get made.
What our
attendees say...
Top up your
CPE credits
Earn up to 8 continuing professional development (CPD) or education (CPE) credits by attending:
1. Attend the summit
2. After the event, request your certificate of attendance
3. Submit your certificate to the regulatory body that manages your CPD/CPE accreditation*
*Please note, the specific requirements for claiming CPD/CPE credits can vary depending on your profession and the organization or regulatory body you work with.
A snapshot of
our speakers...
What you’ll get
out of the summit
→ Clear frameworks for increasing decision velocity across planning, forecasting, and performance reviews
→ Practical examples of how to embed AI to reduce manual work without compromising governance or control
→ Real-world models for restructuring reporting rhythms and decision forums to reduce bottlenecks
→ Candid discussions with FP&A leaders responsible for enterprise-scale budgets, trade-offs and outcomes.
You won’t just leave informed. You’ll leave equipped to shape decisions, not just report on them.
Finance without friction:
designing FP&A for speed, scale & confidence
Leveraging AI
Embed AI where it improves forecast accuracy, reduces manual workload, and supports faster decisions, without adding complexity or sacrificing governance.
Data-ready data
Move from fragmented reporting to real-time visibility. Transform insights into decision-ready data executives can act on with confidence.
Move beyond reporting. Shape commercial strategy, challenge assumptions, and influence trade-offs, capital allocation, and performance outcomes.
Business partner like a pro
Product Marketing Manager
Design decision-focused models that test trade-offs, quantify exposure, and guide capital allocation in uncertain conditions.
Scenario planning
Product Marketing Manager
Redesign planning rhythms, review forums, and team structures so finance can support growth without adding friction or headcount.
Scaling operating models
Product Marketing Manager
Our Stats
25+
Speakers
150+
Attendees
70%
Senior management
150+
Companies
Join the summit and discover how to...
End decision bottlenecks
Break free from reactive reporting cycles and identify where planning, forecasting, and performance reviews are slowing the business down. Redesign the friction points that stall execution.
Collaborate
Engage with FP&A peers navigating the same pressures around speed, scale, and accountability. Exchange hard-earned lessons with a room that understands the scrutiny you're facing.
Sharpen your advantage
Pressure-test your frameworks, challenge your assumptions, and strengthen scenario modelling so your team can respond to volatility without constant fire drills.
Download
your brochure
Get a deeper look at what makes our summits different, who you’ll be connecting with and the calibre of content across our agendas. Request the brochure and we’ll follow up to discuss whether this is the right forum for you and your team.
Need help securing budget for your pass? Use our ready-made ChatGPT prompt to generate a personalised approval email in minutes. Tailored to your role, your team’s priorities, and the impact you’ll bring back.
Executive
summary
A community of senior decision-makers
The world’s most influential companies
150+ attendees
Take a look at our past summits
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Check out our
summit series...
Interested in more than one summit? Speak to our team.
Elevate your
team's game
Save on costs and invest in your FP&A team's development. Get $200 off per ticket with our group rate (just 3+ people required). It’s the perfect way to align on strategy and scale learnings across your org.
Chat with Matt to secure the best rate for your team.
Got a question?
Speak to the team
Want to discuss large group discounts, or just find out more about the summit? We're a friendly bunch - get in touch.