October 08, 2024
Boston

FP&A Summit

Unlocking strategic insights for business success

"FP&A 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."

Gina Spain, Director of Finance Reporting at Virgin Galactic

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What is FP&A Summit?

An assembly of the most forward-thinking financial leaders in and around Boston, sharing their tried, tested, and proven strategies.

Our contributors will deliver thought-provoking content designed to rapidly upskill you and your team and equip you with the tools you need to overcome future challenges.

Benchmark processes, rejuvenate your procedures and accelerate your career growth.

30

Speakers

150+

Attendees

75%

Senior management

80+

Companies

CPE and CPD Credits

To claim continuing professional development (CPD) or continuing professional education (CPE) credit from one of our events or courses, simply follow these steps:

1. Attend one of our events or complete one of our online courses.

2. At the end of the event or course, you’ll receive a certificate of completion.

3. Submit the certificate of completion to the professional organization or regulatory body that requires CPD or CPE credit for your profession.

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 or CPE credit can vary depending on your profession and the organization or regulatory body you work with.

Check out our 2023 expert speakers

Full 2024 lineup to be released in the coming weeks.

Parth
Kulkarni
Director of FP&A
Adobe
Yoana
Land
CFO
L'Oréal
Ben
Shaw
CFO
Vantem global
Diego
Carlesso
Head of Finance Integrated Supply Chain
Philips
Brian
Kalish
Executive Leader, FP&A and Treasury
eCapital
Kevin
Schuler
Former SVP, Corporate FP&A
Warner Bros. Discovery
Bill
Singh
VP of FP&A
Genting Americas
Harold
Tamayo
Interim CFO
Neighborhood LTC Pharmacy
Jody
Salbo
Director of FP&A
Engel & Völkers
John
Cappadona
CFO
School of Rock
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Agenda & topics covered

High impact content created and delivered by leading finance professionals.

You'll explore topics such as:

  • Best practices for scenario planning in finance.
  • Managing resistance to change and navigating interactions with the C-suite.
  • Is it time to move from FP&A to xP&A and what is the impact for modern finance teams?
  • Breaking into FP&A: Strategies for launching a FP&A career path.
  • Identifying and managing financial risks.
  • Transforming financial data into compelling stories that inspire action and change.
  • FP&A technology and AI in FP&A: Excel vs new technology solutions.
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What our attendees have to say

"

FP&A 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 of Finance

Reporting,

Virgin Galactic

"

You had a great opportunity to share your own viewpoint in an intimate setting with other CFOs and FP&A leaders.

CEO,

Fresh FP&A

"

It was a very engaged audience. Like comedy, right? You go to a comedy show and the quality of it depends on how engaged the audience is. And FP&A Summit had a very engaged audience so I really appreciated that.

CFO,

HDMI

Hear what our attendees said about FP&A Summit in 2023...

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Who's attending?

Join attendees from the world’s largest companies and most exciting startups.

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Register

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2023 summit partners

Supporting partners

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Audience insight

Audience insight

Seniority level

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Company revenue

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Company size

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Break the cycle

Step away from the daily grind. Rejuvenate and refocus on your finance career, no distractions.

Collaborate

With your team, face to face, in a different setting. A key driver for creativity and growth.

Spark new ideas

Be curious, share ideas and trade perspectives on current FP&A topics. Solve challenging problems.

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Our global events calendar

Take a look at our other summits in this series.

Oct 08, 2024
CFO Summit
Boston

Visit event website

Oct 08, 2024
FP&A Summit
Boston

Visit event website

Nov 06, 2024
CFO Summit
London

Visit event website

Nov 06, 2024
FP&A Summit
London

Visit event website

Mar 06, 2025
CFO Summit
San Jose

Visit event website

Mar 06, 2025
FP&A Summit
San Jose

Visit event website

Our team

NEED HELP?

We’re here to help. Reach out to learn more about the event.

Liza Shtilbans

Speaker enquiries

Email me

Juta Yang

Partner enquiries

Email me

Raluca Lazureanu

Attendee enquiries

Email me

Join the conversation

Finance Alliance is a global inspirational community where finance leaders can gather, discuss and share ideas with like-minded people. Join us now to be a part of the conversation.