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October 08, 2024
Boston

FP&A Summit

From analysis to action: Elevating financial strategy

"The summit had great information and collaboration. It was great hearing how others are addressing issues and problems and I’ve been able to take that information back and use it." Director, Finance Reporting at Virgin Galactic

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What is FP&A Summit?

An assembly of the most forward-thinking finance executives in and around Boston, sharing their tried, tested, and proven strategies.

Our contributors will deliver thought-provoking content designed to rapidly upskill you and your team and equip you with the tools you need to overcome future challenges.

Benchmark processes, rejuvenate your procedures and accelerate your career growth.

30+

Speakers

150+

Attendees

80%

Senior management

100+

Companies

Meet the speakers

Full 2024 lineup to be released in the coming weeks.

William
Fink
Executive Vice President and Head of U.S. Commercial Bank Strategic Partnerships
TD
Bill
Guerrero
CFO
University of Bridgeport
Michael
Schiebel
VP of Finance
Allianz
Leah
Weiss
Co-Founder / CEO
Preql
Eli
Caiyem
Managing Director
Randstad
Yarty
Kim
Founder of Growthier, FP&A/Finance /Accounting Solutions
Growthier
Jacob
Sperry
VP of Customer Experience
Trullion
David
Magna
CEO
Andovia Health
Amit
Singhi
CFO
Humanetics
Simon
Dealy
CFO
swipejobs
David
Forlizzi
CFO
Veracode
Sue
Aksaz
Director of Corporate Finance
Justworks
Kavin
Soni
Financial Analyst
Google
Matthew
Reynders
VP of FP&A
Outbrain
Nick
Quiroz
Director, Head of Corporate Finance
Wayfair
Jay
Dyer
Formerly Head of FP&A
MetLife
Scott
Huang
Senior Director of Finance
Stop & Shop
Harold
Tamayo
CFO
Neighborhood LTC Pharmacy
Patrick
Dennehy
Senior Director, Finance
Kyruus Health
Perry
Loud
Senior Director, Head of Central Finance
Everbridge
Drew
Murphy
VP of Pricing Strategy and Revenue Analytics
Globalization Partners
Tom
Kelly
Sr. Director Product Marketing/Management
Oracle NetSuite
Jamex
Xu
FP&A Lead
Philips
Michael
Goodblatt
Strategic Customer Engagement Lead
Workday
Tom
Malecki
CFO and VP, Administration
National Disease Research Interchange
Gabi
Steele
Co-Founder / CEO
Preql
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Agenda at a glance

High impact content created and delivered by leading finance professionals. You'll explore topics such as:

  • Unlock the potential of AI to make smarter, data-driven decisions that propel your organization forward.

  • Boost your career with expert advice, inspirational success stories, and valuable connections.

  • Utilize cutting-edge modelling tools to deliver precise forecasts and superior strategic plans.

  • Master the art of data storytelling to influence key decisions and achieve impactful outcomes.

  • Equip your team with the latest technologies to stay ahead and optimize performance in the evolving FP&A landscape.

  • Learn how to transition into a strategic business partner role, adding value and driving organizational growth.

  • Develop advanced communication skills to effectively present insights and recommendations to executive leadership.

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Break the cycle

Break free from the daily grind to rejuvenate and refocus without distractions, enhancing productivity and clarity.

Collaborate

Engage face-to-face with peers from diverse industries in a fresh setting to unlock creativity and fuel growth.

Spark new ideas

Fuel your curiosity, share innovative ideas, and exchange perspectives on current finance topics to tackle challenging problems effectively.

What our attendees have to say

"

"The summit had great information and collaboration. It was great hearing how others are addressing issues and problems and I’ve been able to take some of that information back and use it at Virgin Galactic."

Director, Finance Reporting

Virgin Galactic

"

"The summit provided a great opportunity to share your own viewpoint in an intimate setting with other CFOs and FP&A leaders."

CEO

Fresh FP&A

"

"Attending the summit was invigorating. The event offered valuable networking opportunities and insightful sessions on topics like Generative AI and cash flow management, crucial for today's economic challenges."

VP, Finance & People

Kaiser Permanente

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CPE and CPD Credits

Earn continuing professional development (CPD) or education (CPE) credits from the summit.

1. Attend the summit.

2. Receive your certificate of attendance.

3. Submit the certificate to your professional organization or regulatory body.

We're committed to providing you with the necessary documentation to claim your CPD or CPE credit and help you advance in your career. If you have any questions or need assistance with the process, please don't hesitate to contact us.

Please note that the specific requirements for claiming CPD/CPE credits can vary depending on your profession and the organization/regulatory body you work with.

Who's attending?

Join attendees from the world’s largest companies and most exciting startups.

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Summit series

Take a look at our other summits in this series.

Oct 08, 2024
CFO Summit (redirected)
Boston

Visit event website

Oct 08, 2024
CFO & FP&A Summit
Boston

Visit event website

Nov 06, 2024
CFO Summit
London

Visit event website

Nov 06, 2024
FP&A Summit
London

Visit event website

Mar 06, 2025
CFO Summit
San Jose

Visit event website

Mar 06, 2025
FP&A Summit
San Jose

Visit event website

Our team

We’re here to help. Reach out to learn more about the event.

Gosia Smoszynska

Juta Yang

Partner enquiries

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Scott Owen

Join the conversation

Finance Alliance is a global community where leaders can gather, discuss, and share ideas with like-minded pros. Join the conversation.

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