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October 08, 2025
Boston

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Join Finance Alliance in Boston this October - select your track and discover specialized sessions on Financial Planning & Analysis or the evolving role of the CFO. Elevate your strategy with tailored advice, strategic discussion, and unrivaled networking.

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What's on

Networking & exhibition
CFO Summit
FP&A Summit
October 08
October 08
October 08
08:00
Networking & exhibition
Registration and networking breakfast
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09:00
CFO Summit
Chairperson opening remarks
Drew Murphy, VP of Pricing Strategy and Revenue Analytics, Globalization Partners
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09:00
FP&A Summit
Chairperson opening remarks
Gabi Steele, Co-Founder / CEO, Preql
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09:15
CFO Summit
From gatekeeper to visionary: The evolution of today's CFOs
Amit Singhi, CFO, Humanetics
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09:15
FP&A Summit
Unlocking the secrets to effective communication with the C-suite
Nick Quiroz, Director, Head of Corporate Finance, Wayfair
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09:45
CFO Summit
Panel: ChatGPT, Microsoft Co-Pilot and beyond: The CFO's Guide to leveraging Generative AI
Michael Schiebel, VP of Finance, Allianz
Jacob Sperry, VP of Customer Experience, Trullion
Matthew Reynders, VP of FP&A, Outbrain
Tom Malecki, CFO and VP, Administration, National Disease Research Interchange
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09:45
FP&A Summit
Panel: FP&A 2.0 Harnessing the power of AI for strategic decision-making in a data-driven world
Perry Loud, Senior Director, Head of Central Finance, Everbridge
Harold Tamayo, CFO, Neighborhood LTC Pharmacy
Jamex Xu, FP&A Lead, Philips
Leah Weiss, Co-Founder / CEO, Preql
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10:30
Networking & exhibition
Coffee break
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11:00
CFO Summit
Hosted roundtable discussions: Choose your topic and collaborate
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11:00
FP&A Summit
Hosted roundtable discussions: Choose your topic and collaborate
Leah Weiss, Co-Founder / CEO, Preql
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11:45
CFO Summit
Planning for the unexpected: Building flexibility into your financial strategy
William Fink, Executive Vice President and Head of U.S. Commercial Bank Strategic Partnerships, TD
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11:45
FP&A Summit
AI in finance: Balancing efficiency with human insight—A cautionary tale
Jay Dyer, Formerly Head of FP&A, MetLife
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12:15
CFO Summit
Maximizing ROI in M&A: A CFO's Guide to value creation and synergy capture
Bill Guerrero, CFO, University of Bridgeport
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12:15
FP&A Summit
The role of AI and ML in advanced analytics for FP&A
Sue Aksaz, Director of Corporate Finance, Justworks
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12:45
Networking & exhibition
Lunch break
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13:45
CFO Summit
A CFO's guide to preventing fraud and cyberattacks
David Forlizzi, CFO, Veracode
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13:45
FP&A Summit
Data storytelling for FP&A: Turning numbers into narratives that drive results
Matthew Reynders, VP of FP&A, Outbrain
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14:15
CFO Summit
Empowering Finance Departments: Optimizing self-insured health plans through financial performance audits
David Magna, CEO, Andovia Health
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14:15
FP&A Summit
Improving Scenario Planning: Preparing for the future and uncertainty with Workday adaptive planning
Michael Goodblatt, Strategic Customer Engagement Lead, Workday
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15:00
Networking & exhibition
Coffee break
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15:30
CFO Summit
Workshop: Future-proofing finance with AI-driven cloud solutions
Tom Kelly, Sr. Director Product Marketing/Management, Oracle NetSuite
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15:30
FP&A Summit
Panel: Accelerate your FP&A career: Insider tips, success stories, and strategic networking
Scott Huang, Senior Director of Finance, Stop & Shop
Patrick Dennehy, Senior Director, Finance, Kyruus Health
Kavin Soni, Financial Analyst, Google
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16:00
CFO Summit
The CFO’s first 30-60-90 days: Blueprint for success in a new finance role
Simon Dealy, CFO, swipejobs
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16:00
FP&A Summit
Masterclass: Building your FP&A tech stack: Selecting the right tools for 2025
Yarty Kim, Founder of Growthier, FP&A/Finance /Accounting Solutions, Growthier
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16:30
CFO Summit
Chairperson closing remarks
Drew Murphy, VP of Pricing Strategy and Revenue Analytics, Globalization Partners
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16:30
FP&A Summit
Chairperson closing remarks
Gabi Steele, Co-Founder / CEO, Preql
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17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
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