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February 27, 2025
San Jose Marriott
301 South Market Street
San Jose

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What's on
Networking & exhibition
CFO Summit
FP&A Summit
Breakout session 2
Breakout session 1
February 27
February 27
February 27
08:00
Networking & exhibition
Registration and networking breakfast
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09:00
Networking & exhibition
Welcome and opening remarks
Ilana Esterrich, CFO, Planned Parenthood Foundation of America
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09:15
CFO Summit
Navigating the 2025 Post-election world
Scott Anderson, Ph.D., Chief U.S. Economist and Managing Director, BMO
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09:15
FP&A Summit
FP&A at the edge of chaos
Max Das, Sr. Director & Finance Head, Document Cloud, Adobe
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09:45
CFO Summit
Panel: Building a high-impact finance function
Kaustubh Khandelwal, VP Finance, Poshmark
Ilana Esterrich, CFO, Planned Parenthood Foundation of America
Niki Heim, CFO, Logic Source
Ruchi Gupta, Executive Vice President BPO GBS Services Leader, Teleperformance
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09:45
FP&A Summit
Panel: Enhancing financial forecasting: Techniques for accurate, adaptive planning
Appoorve Agarwal, Director of Cloud Finance, ServiceNow
Kate Mikolenko, VP, Chief Accounting Officer
Sana Deshmukh, VP of Finance, Yext
Madelynn Alford, Vice President of Finance at Olli Salumeria
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10:30
Networking & exhibition
Morning break
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11:00
CFO Summit
Roundtable discussions: Choose your topic and collaborate
Henner Schliebs, Chief Revenue Officer (CRO), PlaniFi
Jason Reid, Senior Director of Customer Success, PlaniFi
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11:00
FP&A Summit
Roundtable discussions: Choose your topic and collaborate
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11:45
CFO Summit
AI for CFOs: Real-world case study of margin expansion
Nick Tiscornia, Chief Business Officer, Klarity
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11:45
FP&A Summit
FP&A unleashed: Crafting strategic impact across every stage of growth
Priya Gupta, VP of Finance, Archer
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12:15
CFO Summit
Finance as a catalyst for innovation
Kevwe Ijatomi, Managing Director - FP&A and Strategic Finance, Google
Yvonne Leung, Director, Google Cloud Strategic Finance, Google
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12:15
FP&A Summit
Digital FP&A transformation – How to Prepare and Thrive
Jason Reid, Senior Director of Customer Success, PlaniFi
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12:45
Networking & exhibition
Lunch break
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13:45
CFO Summit
Maximizing ROI in M&A: A CFO's Guide to value creation and synergy capture
Christopher Toumajian, CFO, EP Wealth Advisors
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13:45
FP&A Summit
Redefining what finance is really about
Siqi Chen, Founder & CEO, Runway
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14:15
CFO Summit
Panel: Deploying AI in finance - Balancing innovation and compliance
David Wieseneck, Expert-In-Residence, Ramp
Anuj Aggarwal, VP Finance, Bloom Energy
Mike Kovar, CFO & Treasurer, Acra Lending
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14:15
FP&A Summit
Panel: FP&A Business partnering in the age of AI: Transforming insights into strategy
Manish Gundecha, Business Transformation Leader, HP
Kavin Soni, Financial Analyst, Google
Chandrika Bhutani, Senior Finance Manager, FP&A, Nutanix
Akshay Nagaich, Director Business Finance, Pacific Gas and Electric Company
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15:00
Networking & exhibition
Afternoon break
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15:30
CFO Summit
The CFO’s guide to building a future-ready tech stack
Dan Fletcher, CFO, Planful
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15:30
Breakout session 1
Scaling with AI: The Future of Risk and Documentation
Nick Tiscornia, Chief Business Officer, Klarity
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15:45
Breakout session 2
Leading and delivering results through transformation
Manish Gundecha, Business Transformation Leader, HP
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16:15
CFO Summit
Driving global growth: The CFO's role in scaling consumer brands across markets and cultures
Angela Chen, CFO, Veterinary Health (a division of Mars Inc.), Mars
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16:15
FP&A Summit
The fintech revolution in FP&A: Driving agility, innovation, and strategic value
Tripti Nashier, Finance Manager, Amazon
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16:45
Networking & exhibition
Closing Remarks
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17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
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This is an exclusive, invite-only gathering of C-suite finance leaders.

Request your invite to take advantage of this unrivaled networking, and learning opportunity so you can:

- Build local a network of connections within our global CFO community

- Turn your finance function into a world-class operation

- Gain a strategic edge by leveraging the latest trends & emerging tech

Co-located with FP&A Summit - explore your multi-track agenda.

San Jose
February 27, 2025

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