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June 23, 2027
Austin

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2026 agenda


Why not bring along the whole team? Discover both of our co-located summit tracks - FP&A Summit & CFO Summit

Or use the filter button below to get a full overview of both summit agendas.

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What's on
Networking & exhibition
Financial Planning and Analysis Summit
CFO Summit
June 24
June 24
June 24
08:00
Networking & exhibition
Registration and breakfast
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09:00
Financial Planning and Analysis Summit
Welcome and opening remarks
Michael Miele, Strategic Finance & FP&A Leader, Formerly Expedia Group and Indeed
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09:00
CFO Summit
Welcome and opening remarks
Robert Shaw, ex- Nexus Circular, McDermott International & Ranger Energy Services
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09:10
CFO Summit
The finance function of the next era: Designing teams, tech, and workflows for today and tomorrow
Prawal Goyal, CFO, Hays Electrical Services
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09:30
Financial Planning and Analysis Summit
Rewiring FP&A for decision velocity
Mathew Reynders, VP of FP&A and Investor Relations, Teads
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09:40
CFO Summit
AI in finance that actually works: Where CFOs are seeing measurable ROI
David Chavez, CFO, CVS Health
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10:00
Financial Planning and Analysis Summit
FP&A at the inflection point
Amy Alost, CFO, Provident Speciality Group
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10:10
CFO Summit
Moderated roundtable discussions
Mathew Reynders, VP of FP&A and Investor Relations, Teads
Kristopher Wade, CFO, Maas Verde Landscape Restoration
Noufal Basheer, Director of Strategy Transformation
Ravin Checker, Founder & CEO, xfactrs
Jane Koltsova, Finance Transformation Leader & Revenue Assurance Advisor, xfactrs
Zack Welsh, Senior Procurement Manager, Vertice
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10:30
Financial Planning and Analysis Summit
Fireside chat - People, influence, and empathy: Human operating models that accelerate finance performance
Vanessa Blumer, Vice President Finance North America, Hoya Vision Care
Diego de Aragão, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, Citi
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11:10
CFO Summit
Panel - The CFO as enterprise value architect: Orchestrating capital, risk, and investor confidence
Rina Concha, Vice President, Corporate Banking, HSBC
Robert Shaw, ex- Nexus Circular, McDermott International & Ranger Energy Services
Amy Alost, CFO, Provident Speciality Group
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11:15
Networking & exhibition
Coffee break and networking
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11:45
Financial Planning and Analysis Summit
Speed networking session: Connect with Finance leaders navigating similar decisions
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11:55
CFO Summit
The data truth problem: Fixing fragmented finance data without a 3-year transformation program
Diego de Aragão, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, Citi
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12:00
Financial Planning and Analysis Summit
Panel - The agentic ROI framework: Securing executive buy-in for autonomous finance
Puneet Thakkar, Enterprise Systems Architect, AI and Infrastructure, Google
Barrett Campbell, Former Finance Director, Google
Anthony Rossano, Senior Director, Financial Planning & Analysis, Indeed
Fred J., VP of Finance, SciPlay
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12:25
CFO Summit
Profitable growth by design: How finance leaders organize for sustainable revenue
John Faulkner, CFO (ex), Versaterm
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12:45
Networking & exhibition
Lunch break
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13:45
Financial Planning and Analysis Summit
FP&A roundtables
Jessica Fahrner, Manager of Finance Transformation, Uber
Samantha Wright, Director of Financial Planning and Analysis, American Campus Communities
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14:10
CFO Summit
AI-Native Future of Finance Ops
Amit Gupta, Vice President of Agentic Transformation, Kognitos
Binny Gill, Founder & CEO, Kognitos
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14:45
Financial Planning and Analysis Summit
What strategy needs from FP&A and why it's still missing
Noufal Basheer, Director of Strategy Transformation
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14:45
CFO Summit
Beyond tools and ROI: The finance leader's investment in self
Trent York, CFO, Furnished Finder
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15:15
Networking & exhibition
Coffee break and networking
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15:45
Financial Planning and Analysis Summit
Beyond tools and ROI: The finance leader's investment in self
Trent York, CFO, Furnished Finder
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15:45
CFO Summit
The Four Finance Archetypes
Robert Shaw, ex- Nexus Circular, McDermott International & Ranger Energy Services
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16:15
Financial Planning and Analysis Summit
The revenue operating system: How strategic finance builds the architecture of modern Go-To-Market
Michael Miele, Strategic Finance & FP&A Leader, Formerly Expedia Group and Indeed
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16:15
CFO Summit
The revenue operating system: How strategic finance builds the architecture of modern Go-To-Market
Michael Miele, Strategic Finance & FP&A Leader, Formerly Expedia Group and Indeed
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16:45
Financial Planning and Analysis Summit
Closing remarks
Robert Shaw, ex- Nexus Circular, McDermott International & Ranger Energy Services
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16:45
CFO Summit
Closing remarks
Robert Shaw, ex- Nexus Circular, McDermott International & Ranger Energy Services
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17:00
Networking & exhibition
Happy hour supported by Finance Alliance
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Secure your pass

to the summit

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.

Austin
June 24, 2026

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