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

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What's on
Networking & exhibition
FP&A Summit
Workshops
FP&A Summit
CFO Summit
FP&A Summit
FP&A Summit
08:00
Networking & exhibition
Registration and networking breakfast
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09:15
FP&A Summit
Welcome and opening remarks
Brian Kalish, Principal, Kalish Consulting
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09:30
FP&A Summit
The evolving roles of a CFO: A conversation on strategic influence and executive leadership
Amit Singhi, CFO, Humanetics
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10:00
FP&A Summit
Panel discussion | Integrated and extended planning: unifying strategy, finance, and operations
Jamex Xu, FP&A Lead, Philips
Lara Smith Weber, CFO, Inari
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10:45
Networking & exhibition
Coffee break
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11:15
FP&A Summit
Cybersecurity and fraud prevention in FP&A: safeguarding your data and financial integrity
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11:15
Workshops
Workshop | When strategy moves faster than systems: What CFOs do next
Laz Pastrikos, Director, Revenue Advisory, Zuora
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11:45
FP&A Summit
Hosted roundtable discussions: Choose your topic and collaborate
Anitha Bala, Former Director of Finance, Crown Castle
Orli Shvartzman, Director, Corporate Financial Planning and Analysis, Balt
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12:30
FP&A Summit
Fireside chat | Reporting with impact: Drive informed decision-making with effective financial storytelling
William Chen, Senior Director of Finance, Mevion Medical Systems
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13:00
Networking & exhibition
Lunch break
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14:00
FP&A Summit
AI and automation: Transforming FP&A for faster and smarter decision-making
Sue Aksaz, Director of Corporate Finance, Forter
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14:30
FP&A Summit
Fintech innovation: empowering FP&A with new tools and technologies
Vaibhav Kukreja, Director of Finance, Elanco
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14:30
Workshops
Workshop | CFO Playbook: Best practices for a high-impact planning & budgeting season
Tom Kelly, Sr. Director Product Management, Oracle NetSuite
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15:30
Networking & exhibition
Coffee break
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16:15
FP&A Summit
Panel discussion | Building the backbone of xP&A: Modern finance infrastructure for resilience and agility
Matt Ficca, Senior Vice President of Finance & Administration, GLOBO
Lucie Thomas, Chief Financial Officer (Power Products Division), Schneider Electric
Nikki Mamedova, Senior Finance Executive, Office of the CFO, Royal Bank of Canada (RBC)
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16:45
FP&A Summit
Closing remarks
Brian Kalish, Principal, Kalish Consulting
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17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
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CFO Summit

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