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Event starts in:
14

days :

15

: hours :

58

minutes

15

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September 25, 2025
The Westin Copley Place
10 Huntington Avenue
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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Discover how you can position your product in front of our audience of finance innovators and early-adopters in-person and online.

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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
09:15
FP&A Summit
Welcome and opening remarks
Brian Kalish, Principal, Kalish Consulting
09:30
FP&A Summit
The evolving roles of a CFO: A conversation on strategic influence and executive leadership
Amit Singhi, CFO, Humanetics
10:00
FP&A Summit
Panel discussion | Integrated and extended planning: unifying strategy, finance, and operations
Jamex Xu, FP&A Lead, Philips
Craig McGrail, Director of Financial Planning and Analysis, Optimizely
10:45
Networking & exhibition
Coffee break
11:15
FP&A Summit
Cybersecurity and fraud prevention in FP&A: safeguarding your data and financial integrity
11:15
Workshops
Workshop | When strategy moves faster than systems: What CFOs do next
Laz Pastrikos, Director, Revenue Advisory, Zuora
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
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
13:00
Networking & exhibition
Lunch break
14:00
FP&A Summit
AI and automation: Transforming FP&A for faster and smarter decision-making
Sue Aksaz, Director of Corporate Finance, Forter
14:30
FP&A Summit
Fintech innovation: empowering FP&A with new tools and technologies
Vaibhav Kukreja, Director of Finance, Elanco
14:30
Workshops
Workshop | CFO Playbook: Best practices for a high-impact planning & budgeting season
Tom Kelly, Sr. Director Product Management, Oracle NetSuite
15:30
Networking & exhibition
Coffee break
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)
16:45
FP&A Summit
Closing remarks
Brian Kalish, Principal, Kalish Consulting
17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
CFO Summit
September 25, 2025
The Westin Copley Place
Boston

FP&A Summit

Agenda
at a glance

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Testimonials
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AI-driven finance

Actionable guidance and real-world applications of AI and automation that deliver measurable impact across financial planning, analysis, and security.

Data-driven success

Inform data-driven decision-making with second-to-none data governance and visualization strategies.

Risk management

Anticipate cyberattacks, make smart decisions and present recommendations with confidence to your executive leadership.

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What you’ll get

out of the summit

Discover how to unlock the full strategic potential of your finance function by leveraging AI innovations and automation to increase predictability, accuracy and growth.

Acquire the skills you need to future-proof your finance operation, foster a high-performing team and accelerate your career progression.

Trade perspectives and form lasting relationships within our global finance community.

Get your ticket

for the summit

We’re bringing together the brightest minds in finance for a day of unrivaled networking, learning, and discussion so you can:

Benchmark your processes and rejuvenate your procedures to future-proof your FP&A strategy.

Leverage the latest industry trends, AI & emerging tech to increase accuracy and amplify your output.

Build a local network of FP&A connections within our global community.

Bring your boss! This event will be co-located with CFO Summit - whilst each content track will be hyper-focused you’ll benefit from shared networking.

Boston
September 25, 2025

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Get your ticket before

early bird rates end

Save up to $300 on your ticket when you register before October 01.

Register today

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September 25, 2025
The Westin Copley Place
Boston

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your brochure (CFO)

Get an in-depth breakdown of what you can expect from the summit, download your brochure today.

Know you want to join us but need a little help getting budget sign-off? Don’t worry, we’ve done the hard work for you, use our customizable convince the boss letter to accelerate your approval process.

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team's game

If you want to bring your team along, chat to Reanne to secure the best rate.

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Want to discuss large group discounts, or just find out more about the summit? We're a friendly bunch - get in touch.

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