Name: CFO Summit & FP&A Summit | Boston
Start: 2025-10-08T04:00:00.000Z
End: 2025-10-08T04:00:00.000Z
Location: TBA

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Boston | October 8

Unleash the full strategic potential of your finance function by increasing accuracy & predictability, integrating AI, and fostering a high-performing team.

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30+

Speakers

150+

Attendees

80%

Senior management

100+

Companies

CPE and CPD Credits

Earn continuing professional development (CPD) or education (CPE) credits from the summit.

1. Attend the summit.

2. Receive your certificate of attendance.

3. Submit the certificate to your professional organization or regulatory body.

We're committed to providing you with the necessary documentation to claim your CPD or CPE credit and help you advance in your career. If you have any questions or need assistance with the process, please don't hesitate to contact us.

Please note that the specific requirements for claiming CPD/CPE credits can vary depending on your profession and the organization/regulatory body you work with.

Our previous speakers

Full 2024 lineup to be released in the coming weeks.

William

Fink

Executive Vice President and Head of U.S. Commercial Bank Strategic Partnerships

Bill

Guerrero

CFO

University of Bridgeport

Michael

Schiebel

VP of Finance

Allianz

Leah

Weiss

Co-Founder / CEO

Preql

Eli

Caiyem

Managing Director

Randstad

Yarty

Kim

Founder of Growthier, FP&A/Finance /Accounting Solutions

Growthier

Jacob

Sperry

VP of Customer Experience

Trullion

David

Magna

CEO

Andovia Health

Amit

Singhi

CFO

Humanetics

Simon

Dealy

CFO

swipejobs

David

Forlizzi

CFO

Veracode

Sue

Aksaz

Director of Corporate Finance

Justworks

Kavin

Soni

Financial Analyst

Google

Matthew

Reynders

VP of FP&A

Outbrain

Nick

Quiroz

Director, Head of Corporate Finance

Wayfair

Jay

Dyer

Formerly Head of FP&A

MetLife

Scott

Huang

Senior Director of Finance

Stop & Shop

Harold

Tamayo

CFO

Neighborhood LTC Pharmacy

Patrick

Dennehy

Senior Director, Finance

Kyruus Health

Perry

Loud

Senior Director, Head of Central Finance

Everbridge

Drew

Murphy

VP of Pricing Strategy and Revenue Analytics

Globalization Partners

Tom

Kelly

Sr. Director Product Marketing/Management

Oracle NetSuite

Jamex

FP&A Lead

Philips

Michael

Goodblatt

Strategic Customer Engagement Lead

Workday

Tom

Malecki

CFO and VP, Administration

National Disease Research Interchange

Gabi

Steele

Co-Founder / CEO

Preql

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What our attendees have to say

"The summit had great information and collaboration. It was great hearing how others are addressing issues and problems and I’ve been able to take some of that information back and use it at Virgin Galactic."

Director, Finance Reporting

Virgin Galactic

"The summit provided a great opportunity to share your own viewpoint in an intimate setting with other CFOs and FP&A leaders."

CEO

Fresh FP&A

"Attending the summit was invigorating. The event offered valuable networking opportunities and insightful sessions on topics like Generative AI and cash flow management, crucial for today's economic challenges."

VP, Finance & People

Kaiser Permanente

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Break the cycle

Break free from the daily grind to rejuvenate and refocus without distractions, enhancing productivity and clarity.

Collaborate

Engage face-to-face with peers from diverse industries in a fresh setting to unlock creativity and fuel growth.