Speakers
Agenda ▼
Why attendPartnersVenue
Locations ▼

Get invited

Register

Request to partner

Request your invite

Event starts in:
102

days :

0

: hours :

23

minutes

49

until the event starts

June 24, 2026
Austin Marriott South
4415 South IH 35
Austin

View the

agenda...

Sponsor

Download brochure

Request your invite


Why not bring along the whole team? Discover both of our co-located summit tracks - CFO Summit & FP&A Summit.

Or use the filter button below to get a full overview of both summit agendas.

Networking and exhibition
CFO Summit
FP&A Summit
June 24
June 24
June 24
09:00
CFO Summit
Chairperson opening remarks
See the details
09:15
CFO Summit
The finance function of the next era: Designing teams, tech, and workflows for today and tomorrow
Prawal Goyal, CFO, Hays Electrical Services
See the details
09:15
FP&A Summit
Rewiring FP&A for decision velocity
Mathew Reynders, VP of FP&A, Teads
See the details
09:45
CFO Summit
AI in finance that actually works: Where CFOs are seeing measurable ROI
David Chavez, CFO, CVS Health
See the details
09:45
FP&A Summit
FP&A as the growth Architect: Building influence beyond the numbers
Amanda Hanson, Director of Finance, Product & Technology Strategy, Walmart
See the details
10:15
CFO Summit
Rewiring the finance team: What disappears, what becomes critical
Troy Markusson, Vice President, Payroll, ABM Industries
See the details
10:15
FP&A Summit
Fireside chat - People, influence, and empathy: Human operating models that accelerate finance performance
See the details
10:45
Networking and exhibition
Coffee break and networking
See the details
11:15
CFO Summit
Beyond tools and ROI: The finance leader's investment in self
Trent York, CFO, Furnished Finder
See the details
11:15
FP&A Summit
From fragmented systems to financial clarity: Building the connected FP&A stack
See the details
11:45
CFO Summit
The data truth problem: Fixing fragmented finance data without a 3-year transformation program
Diego de Aragão, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, Citi
See the details
11:45
FP&A Summit
Panel - The agentic ROI framework: Securing executive buy-in for autonomous finance
Puneet Thakkar, Finance Process & Transformation Lead, Google
Barrett Campbell, Former Finance Director, Google
Anthony Rossano, Senior Director, Financial Planning & Analysis, Indeed
Fred J., VP of Finance, SciPlay
See the details
12:15
CFO Summit
Panel: Board-level finance - How CFOs influence strategy (not just validate it)
Katrina Montgomery, CFO, Austin Independent School District
See the details
13:00
Networking and exhibition
Lunch
See the details
14:00
CFO Summit
Moderated roundtable discussions
Kristopher Wade, CFO, Maas Verde Landscape Restoration
Mathew Reynders, VP of FP&A, Teads
Chad Seveland, CFO, Upbring
See the details
14:15
FP&A Summit
Capital at speed: Designing FP&A models that protect returns while funding growth
See the details
14:45
CFO Summit
Panel - The CFO as enterprise value architect: Orchestrating capital, risk, and investor confidence
Rina Concha, Vice President, Credit Manager – Corporate & Institutional Banking, HSBC
See the details
14:45
FP&A Summit
Stop reporting unit economics. Start running the business with them.
Oscar Casanova, Head of of Finance, Commercial Marketing, Shopify
See the details
15:30
Networking and exhibition
Afternoon coffee break
See the details
15:45
FP&A Summit
Trust at scale: Governing AI-driven finance without slowing it down
See the details
16:00
CFO Summit
Inc master: Make a lasting impression on your organization
Eric Dutcher, CFO, Advanced Group
See the details
16:15
FP&A Summit
Forecasting isn’t enough: Start designing growth
See the details
16:30
CFO Summit
The CFO as commercial weapon: How finance is driving pricing, growth strategy, and margin architecture
See the details
17:00
CFO Summit
Closing remarks
See the details
17:05
Networking and exhibition
Happy hour hosted by Finance Alliance
See the details
June 24, 2026
Austin Marriott South
Austin

Top up your

CPD credits

Earn up to 8 CPD or CPE credits by attending:

1. Attend the summit

2. After the event, request your certificate of attendance

3. Submit your certificate to the regulatory body that manages your CPD/CPE accreditation*

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

Sponsor

Download brochure

Convince your boss

Secure your invite

to the summit

We’re bringing together an exclusive community of southern leaders shaping the future of finance for a day of high-impact networking, learning, and discussion, so you can:

• Connect with CFOs shaping enterprise strategy, and next-gen operating models while balancing investor expectations and capital efficiency.

• Unlock AI, automation, and advanced analytics strategies delivering measurable ROI.

• Gain practical, board-ready frameworks to modernize your finance function in PE-backed, investor-led, and high-growth environments.

Austin
June 24, 2026

Apply to join

Got a question?

Speak to the team

Want to find out more about the summit? We're a friendly bunch - get in touch.

Request your invite

Schedule a call

Want to contact

our team?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Aziza Sayid
Speaker enquiries

Matthew Simmonds

Media partner enquiries

Jack Grant
Partnership enquiries

Useful links

Contact us

Privacy

made with Acara

Join the conversation