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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
Orli Shvartzman, Director, Corporate Financial Planning and Analysis, Balt
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10:45
Networking & exhibition
Coffee break
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11:15
FP&A Summit
AI beyond technology: Why behavior change is finance’s biggest challenge
Esel Shemmeri, Director of Sales Finance, Charles River Development, A State Street Company
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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
From data to decisions: Elevating FP&A through strategic storytelling, business partnership, and digital intelligence
Vaibhav Kukreja, Director of Finance, Elanco
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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
Fireside chat | Reporting with impact: Drive informed decision-making with effective financial storytelling
William Chen, Senior Director of Finance, Mevion Medical Systems
Brian Kalish, Principal, Kalish Consulting
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14:30
FP&A Summit
Panel discussion | Building the backbone of xP&A: Modern finance infrastructure for resilience and agility
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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15:00
FP&A Summit
Future of the finance team: Resetting, reskilling, rightsizing for digital and analytical demands
Kevin Neary, VP of Finance, Brainly
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15:15
Networking & exhibition
Coffee break
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15:45
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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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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