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CFO Summit
San Jose 2024

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AI in finance that actually works- Where CFOs are seeing measurable ROI

David Chavez, CFO, CVS Health

The data truth problem- Fixing fragmented finance data without a 3-year transformation program

Diego de Arağao, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, Citi

When insight doesn’t translate into action- Fixing the breakdown between analysis and executive decisions

Caroline McAuliffe, SVP & Head of Corporate Finance, Fannie Mae

Our Stats

30+

Speakers

150+

Attendees

95%

Senior management

100+

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October 29, 2026
Boston Westin Seaport
Boston

“Fantastic format and opportunities to network and share best practices. Amazing people, I really enjoyed the event!"

Sr. Director, Customer Success, Microsoft

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AI as advantage

Every finance function has AI now. Very few have turned it into a real advantage. Discover how to turn experimentation into scalable workflows for efficiency and impact.

Capital allocation

Growth, efficiency, AI, and risk are all competing for the same budget. See where your peers are actually placing their bets, and where they're pulling back.

Confident leadership

Assumptions break, forecasts move, and the board still wants a straight answer. Explore how CFOs create clarity and drive decisions when the data won't cooperate.

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Some companies respond to disruption in days. Others take quarters. See the operating model and team choices that make the difference.

Organizational adaptability

Product Marketing Manager

The skills that got your team here won't be the skills that maintain wider influence. Gain expert perspectives on how CFOs are rebuilding talent and structure for what's next.

Next-gen finance

Product Marketing Manager

Boards and investors don't want more reporting, they want conviction. Understand what actually earns their confidence, and what quietly erodes it.

Boardroom confidence

Product Marketing Manager

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our speakers...

Amit
Singhi
CFO
Humanetics
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October 29, 2026
Boston Westin Seaport
Boston

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