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42

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: hours :

23

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46

until early bird rates end

September 25, 2025
The Westin Copley Place
10 Huntington Avenue
Boston

FP&A Summit
Boston

Learn from FP&A experts as they share proven methods and innovative strategies to drive success with business partnering, improve forecasting accuracy, and unlock the full potential of an AI-enabled finance function.

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early bird sale now on

We’re bringing together the brightest minds in finance for a day of unrivaled networking, learning, and discussion so you can:

Benchmark your processes and rejuvenate your procedures to future-proof your FP&A strategy.

Leverage the latest industry trends, AI & emerging tech to increase accuracy and amplify your output.

Build a local network of FP&A connections within our global community.

Bring your boss! This event will be co-located with CFO Summit - whilst each content track will be hyper-focused you’ll benefit from shared networking.

Boston
September 25, 2025

Save $200

What our
attendees say...

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September 25, 2025
The Westin Copley Place
Boston

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.

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Convince your boss

A snapshot of

our speakers...

Marcus
Friberg
VP of Finance
Hult International Business School
Surath
Wijetunga
Director of Finance And Operations
MITRE
Robert
Winter
Director, Financial Planning & Operations
Boston Red Sox
Jose Armando Ochoa
Garzon
Vice President Finance
Fello
Anitha
Bala
Former Director of Finance
Crown Castle
Vaibhav
Kukreja
Director - Finance
Elanco
Naveen
Kumar
Head of Insider Risk Analytics and Detection
TD
Jonathan
Kruk
Senior Finance Director
McKesson Compile
Craig
McGrail
Director of Financial Planning and Analysis
Optimizely
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What you’ll get

out of the summit

Discover how to unlock the full strategic potential of your finance function by leveraging AI innovations and automation to increase predictability, accuracy and growth.

Acquire the skills you need to future-proof your finance operation, foster a high-performing team and accelerate your career progression.

Trade perspectives and form lasting relationships within our global finance community.

September 25, 2025
The Westin Copley Place
Boston

FP&A Summit

Agenda
at a glance

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AI-driven finance

Actionable guidance and real-world applications of AI and automation that deliver measurable impact across financial planning, analysis, and security.

Data-driven success

Inform data-driven decision-making with second-to-none data governance and visualization strategies.

Risk management

Anticipate cyberattacks, make smart decisions and present recommendations with confidence to your executive leadership.

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Transform business partnering with proven tips for driving strategic organizational growth and effective cross-functional collaboration.

Business partner like a pro

Product Marketing Manager

Utilize cutting-edge modelling tools to deliver precise forecasts and superior strategic plans to minimize risk and maximize ROI in an unpredictable economy.

Scenario planning

Product Marketing Manager

Accelerate your FP&A career with insider tips, success stories, and networking strategies from seasoned finance pros.

Strategies to succeed

Product Marketing Manager

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September 25, 2025
The Westin Copley Place
Boston

Download

your brochure

Get an in-depth breakdown of what you can expect from the summit, download your brochure today.

Know you want to join us but need a little help getting budget sign-off? Don’t worry, we’ve done the hard work for you, use our customizable convince the boss letter to accelerate your approval process.

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Our Stats

30+

Speakers

150+

Attendees

85%

Senior management

100+

Companies

Join the summit and discover how to...

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Break the cycle

Step away from the daily grind. Get the insights you need to stay ahead of the competition and keep up to date with the rapidly evolving finance industry.

Collaborate

Engage with cross-industry peers in a fresh setting to unlock creativity and fuel growth, bring your team, expand your network, and build lasting connections.

Spark new ideas

Fuel your curiosity, share innovative ideas, and exchange perspectives on current FP&A challenges to overcome problems effectively.

Co-located with

CFO Summit

Want to expand your network even further? We got you.

FP&A Summit is held alongside the exclusive CFO Summit, creating even more chances to connect with top finance professionals.

Each summit has its own unique agenda and speakers, but you'll share the venue and exhibition space, allowing you to meet a wider range of finance leaders.

Access to the CFO Summit is invite-only and reserved for VP and C-suite level finance leaders.

Boston
September 25, 2025

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Executive
summary

  • A community of senior decision-makers

  • The world’s most influential companies

  • 125+ attendees

Who's attending...

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Take a look at our past summits

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Elevate your
team's game

If you want to bring your team along, chat to Raluca to secure the best rate.

Book a call with Raluca

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Check out our

summit series...

Jun 25, 2025
FP&A Summit
Austin

Find out more

Sep 25, 2025
FP&A Summit
Boston

Find out more

Sep 25, 2025
CFO Summit
Boston

Find out more

Nov 05, 2025
CFO Summit
London

Find out more

Nov 05, 2025
FP&A Summit
London

Find out more

Nov 18, 2025
CFO Summit
Chicago

Find out more

Feb 25, 2026
CFO Summit
San Jose

Find out more

Feb 25, 2026
FP&A Summit
San Jose

Find out more

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Interested in more than one summit? Speak to our team.

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Contact 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.

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our team?

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