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FP&A Summit
Boston
FP&A is under more pressure than it's ever been.. Forecasts need to move faster, business partners expect sharper answers. AI is changing what gets automated and what finance teams are expected to do instead.
Join FP&A leaders in Boston for a day of peer-led sessions on forecast accuracy, business influence, and what AI actually changes about how your team works. The only FP&A summit in Boston where your CFO is also in the building.
Get your ticket
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.
→ See where AI, automation, and emerging technology are improving forecast accuracy, cutting manual work, and sharpening judgment.
→ Meet finance peers from Boston and beyond who are dealing with the same planning pressures right now.
Bring your boss. FP&A Summit Boston is co-located with CFO Summit. Your CFO gets their own agenda next door, and you both share the same venue, exhibition space, and networking breaks.
You can watch a webinar. You can't replicate a room where senior finance leaders talk openly about what's actually broken in their planning process and how they're fixing it.
What our
attendees say...
Top up your
CPD credits
Earn up to 8 CPD credits while you're here
For FP&A Managers and Senior Analysts 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.
A snapshot of
our previous speakers...
What you’ll get
out of the summit
→ See how FP&A teams at companies like yours are using AI to improve forecast accuracy, cut manual work, and give the business numbers it actually trusts.
→ Work through the planning problems that don't have a clean answer: forecasts that break mid-year, scenarios nobody prepared for, and business partners who want sharper answers than the model can give.
→ Spend a day with finance professionals who are dealing with the same pressures you are, in a room where people say what's actually going on rather than what sounds good.
Download
your brochure
Get an in-depth breakdown of what you can expect from the summit, download your brochure today.
Need budget sign-off? Download a customizable letter for your CFO with the business case already written.
Convince your boss
Join the summit and discover how to...
Fix the 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.
Make insight land
Turn reporting into recommendations the business can understand, challenge, and use to make sharper commercial decisions.
Agenda
at a glance
Our Stats
30+
Speakers
150+
Attendees
70%
Senior management
150+
Companies
Master AI-Driven Finance
Move beyond the hype and learn how to measure AI's true ROI, integrate intelligent decision-making, and build a future-ready finance function.
Lead Successful Finance Transformation
Understand why transformation initiatives succeed or fail, and gain practical lessons on driving adoption, managing change, and delivering lasting business value.
Learn how to transform financial insight into executive action, influence key stakeholders, and position FP&A at the heart of business strategy.
Become a Strategic Business Partner
Product Marketing Manager
Discover how leading FP&A teams navigate economic uncertainty through rolling forecasts, scenario planning, and agile financial planning.
Plan with Confidence
Product Marketing Manager
Explore how high-growth organisations automate routine work, streamline processes, and support rapid expansion without increasing complexity.
Build a Scalable Finance Function
Product Marketing Manager
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. You and your CFO are in the same building for the day. The conversations that usually take weeks to schedule happen in the breaks.
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.
Executive
summary
A community of senior decision-makers
The world’s most influential companies
150+ attendees
Take a look at our past summits
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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.
Check out our
summit series...
Interested in more than one summit? Speak to our 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.