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49

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6

: hours :

13

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47

until ticket prices increase by $200

October 29, 2026
Westin Boston Seaport
425 Summer Street
Boston

CFO
Summit

An exclusive, invite-only gathering of senior finance leaders who come together to share success stories and industry insights to work through the prevailing challenges facing CFOs today.

  • Pick the brains of seasoned decision-makers to hone your financial strategy.

  • Revitalize and find inspiration by taking a break from the daily routine.

  • Absorb knowledge from leading CFOs and understand market-shifting trends.

  • Unite with your peers and establish new connections.

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FP&A Summit

From forecasting to scenario planning to AI integration; benchmark your strategies against the best in the biz to elevate your financial planning & analysis function.

Generative AI Summit

From infrastructure to train, fine-tune, & deploy multimodal AI, to robust methodologies for LLM observability & security.

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What's on
Networking & exhibition
FP&A Summit
FP&A Summit
FP&A Summit
FP&A Summit
08:00
Networking & exhibition
Registration and networking breakfast
09:00
FP&A Summit
Welcome and opening remarks
09:05
FP&A Summit
From R&D to commercial: How FP&A is critical to a successful transition
Fabien Vial, VP, FP&A, uniQure
09:35
FP&A Summit
Forecasting against a moving target: Planning through uncertainty
10:05
FP&A Summit
The attention deficit: Engineering AI-guided decision ecosystems over static reports
Prakrit Nepal, Director of Financial Planning and Analysis, Connection
10:35
Networking & exhibition
Coffee break
11:05
FP&A Summit
Panel - The future of FP&A: What will separate great finance teams by 2030?
Persia Setna, Senior Manager, Financial Planning and Analysis, Restaurant365
Jennifer Gates, Director, Financial Planning & Analysis, Pegasystems
Jessica Conroy, Associate Director, FP&A, United Therapeutics Corporation
Sam Berkowitz, Senior Strategic Revenue Manager, G-P
11:50
FP&A Summit
Roundtable discussions
Esel Shemmeri, Director of Sales Finance, Charles River Development, A State Street Company
Ami Patel, Associate Director of Finance, RoslinCT
12:35
Networking & exhibition
Lunch break
13:35
FP&A Summit
Your playbook for turning financial insight into executive action with AI-powered visualisation
14:05
FP&A Summit
Panel - Why finance transformation fails: Lessons from the front line
Polina Nyer, Senior FP&A Analyst - Global PS Strategy, HP
Roman Labutin, Chief Financial Officer, WI Harper Group
Edwin Llance, Senior Director FP&A, Barton Associates Inc.
Max Nesbit, Vice President of FP&A, Brunt Workwear
14:50
FP&A Summit
Quick-fire networking: CFO speed dating
15:20
Networking & exhibition
Coffee break
15:50
FP&A Summit
The AI value challenge: Turning finance’s biggest technology bet into business results
Sue Aksaz, Director of Corporate Finance, Forter
Kevin Neary, VP of Finance, Brainly
16:20
FP&A Summit
Double the revenue, same team: Scaling finance without scaling complexity
Lisa Arce, Previously Head of FP&A, Mozilla
16:50
FP&A Summit
Closing remarks
17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
October 29, 2026
Westin Boston Seaport
Boston

FP&A Summit

Agenda
at a glance

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Testimonials
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Measure AI, Don't Just Adopt It

Move beyond AI hype and learn how leading finance teams are measuring ROI, prioritising use cases and embedding AI where it creates genuine business value.

Forecasting in a Moving Target

See how modern FP&A teams are improving forecast accuracy, planning for uncertainty and adapting faster as assumptions change.

Why Finance Transformation Fails

Discover why transformation programmes stall, what successful finance leaders do differently and how to modernise your function without disrupting the business.

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What you’ll get

out of the summit

→ Clear frameworks for increasing decision velocity across planning, forecasting, and performance reviews

→ Learn how leading finance teams are using AI not just to save time, but to deliver better forecasts, uncover deeper insights, and support smarter decisions while maintaining strong governance.

→ Real-world models for restructuring reporting rhythms and decision forums to reduce bottlenecks

→ Candid discussions with FP&A leaders responsible for enterprise-scale budgets, trade-offs and outcomes.

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.

→ Unlock transformational gains with AI to improve forecast accuracy, cut the busy work, and sharpen analysis, without sacrificing compliance.

→ Build relationships with finance peers facing the same planning pressures, and leave with practical ideas, trusted connections, and fresh perspectives you can apply immediately.

Boston
October 29, 2026

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October 29, 2026
Westin Boston Seaport
Boston

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