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October 29, 2026
Westin Boston Seaport
425 Summer Street
Boston

FP&A Summit
Boston

FP&A is under more pressure than ever, from CFO scrutiny to AI transformation, does your strategy hold up?

Forecasts move faster, stakeholders need answers yesterday, and AI has changed the game forever.

Join FP&A leaders in Boston for a day of peer-led sessions on forecast accuracy, business influence, and the enduring value of FP&A in an AI-first operation.

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for the summit

Join a room of finance professionals who understand the pressure behind the forecast, the politics behind planning, and the scrutiny behind every number.

Across one focused day, you’ll:

→ Benchmark how high-performing FP&A teams are improving planning, forecasting, and decision support.

→ Unlock transformational gains with AI to improve forecast accuracy, cut the busy work, and sharpen analysis, without sacrificing compliance.

→ Build relationships with finance peers facing the same planning pressures, and leave with practical ideas, trusted connections, and fresh perspectives you can apply immediately.

Boston
October 29, 2026

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A snapshot of

our speakers...

Lisa
Arce
Previously Head of FP&A
Mozilla
Bina
Negandhi
VP, FP&A
Semrush
Jennifer
Gates
Director, Financial Planning & Analysis
Pegasystems
Polina
Nyer
Senior FP&A Analyst - Global PS Strategy
HP
Esel
Shemmeri
Director of Sales Finance
Charles River Development, A State Street Company
Jessica
Conroy
Associate Director, FP&A
United Therapeutics Corporation
Fabien
Vial
VP, FP&A
uniQure
Persia
Setna
Senior Manager, Financial Planning and Analysis
Restaurant365
Sue
Aksaz
Director of Corporate Finance
Forter
Kevin
Neary
VP of Finance
Brainly
Prakrit
Nepal
Director of Financial Planning and Analysis
Connection
Sam
Berkowitz
Senior Strategic Revenue Manager
G-P
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What our
attendees say...

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October 29, 2026
Westin Boston Seaport
Boston

Top up your

CPD credits

Earn up to 8 CPD credits while you're here.

For Finance Professionals working toward professional accreditation, the summit counts toward your CPD or CPE requirements. Attend, request your certificate, and submit it to your regulatory body.*

*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

What you’ll get

out of the summit

→ Clear frameworks for increasing decision velocity across planning, forecasting, and performance reviews

→ Learn how leading finance teams are using AI not just to save time, but to deliver better forecasts, uncover deeper insights, and support smarter decisions while maintaining strong governance.

→ 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.

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 with additional info.

Need budget sign-off? Download a customizable letter for your CFO with the business case already written.

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Join the summit and discover how to...

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Manage an agile forecast

Identify where assumptions, inputs, and manual work create noise, and how stronger FP&A teams build more confidence into the number.

Cut planning noise

Create cleaner planning cycles with better ownership, faster inputs, and fewer late-stage surprises when the business changes course.

Turn data into decisive action

Turn reporting into recommendations the business can understand, challenge, and use to make sharper commercial decisions.

October 29, 2026
Westin Boston Seaport
Boston

FP&A Summit

Agenda
at a glance

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Testimonials
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Measure AI, Don't Just Adopt It

Move beyond AI hype and learn how leading finance teams are measuring ROI, prioritising use cases and embedding AI where it creates genuine business value.

Forecasting in a Moving Target

See how modern FP&A teams are improving forecast accuracy, planning for uncertainty and adapting faster as assumptions change.

Why Finance Transformation Fails

Discover why transformation programmes stall, what successful finance leaders do differently and how to modernise your function without disrupting the business.

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Learn how leading finance teams are influencing strategy, communicating insight and helping executives make faster, better business decisions.

Turn FP&A Into a Decision-Making Function

Product Marketing Manager

Explore the skills, capabilities and operating models that will define high-performing FP&A teams over the next five years.

Building the FP&A Team of the Future

Product Marketing Manager

Learn how high-growth organisations automate routine work, redesign planning processes and scale finance without scaling headcount.

Double the Revenue, Same Finance Team

Product Marketing Manager

Our Stats

30+

Speakers

150+

Attendees

70%

Senior management

100+

Companies

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Co-located with

CFO Summit

FP&A Summit is co-located with the CFO Summit, giving you even more opportunities to connect with senior finance leaders.

Each summit features its own agenda and speakers, but both share the same venue and exhibition space. Build valuable connections with CFOs and finance leaders who are navigating the same pressures, opportunities, and decisions shaping the future of finance.

Access to the CFO Summit is invite-only, reserved for Sr. director, VP and C-suite finance executives. Share the website with your CFO, where they can apply for their complimentary pass.

Boston
October 29, 2026

Invite your CFO

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Executive
summary

  • A community of senior decision-makers

  • The world’s most influential companies

  • 150+ attendees

Who's attending...

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Elevate your
team's game

Bring your team along with you and save even more. Chat to Jenna to secure the best team rate.

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Check out our

summit series...

Oct 29, 2026
FP&A Summit
Boston

Find out more

Oct 29, 2026
CFO Summit
Boston

Find out more

Nov 11, 2026
FP&A Summit
London

Find out more

Nov 11, 2026
CFO Summit
London

Find out more

Nov 17, 2026
CFO Summit
Chicago

Find out more

Feb 25, 2027
FP&A Summit
San Jose

Find out more

Feb 25, 2027
CFO Summit
San Jose

Find out more

May 05, 2027
CFO Summit
New York

Find out more

May 06, 2027
Controller Summit
New York

Find out more

Jun 23, 2027
CFO Summit
Austin

Find out more

Jun 24, 2027
FP&A Summit
Austin

Find out more

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

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Got a question?

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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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