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Event starts in:
13

days :

6

: hours :

24

minutes

46

until the event starts

February 26, 2026
San Jose Marriott
301 South Market Street
San Jose

Agenda
at a glance

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What's on
Networking and exhibition
CFO Summit
Interactive Workshops
February 26
February 26
February 26
08:00
Networking and exhibition
Registration and networking breakfast
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09:00
CFO Summit
Welcome and chairperson opening remarks
Erik Nakamura, CFO, Daily Journal Corporation
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09:15
CFO Summit
Panel | One vision, one agenda: Driving enterprise value through CFO-CEO-board alignment
Richard Tout, CFO, ETAP
Vrinda Shah, VP, Finance, Mozilla
Sana Deshmukh, VP of Finance, Yext
Christopher Toumajian, CFO, EP Wealth Advisors
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09:15
Interactive Workshops
Interactive workshop | The job nobody hired for: Fiduciary oversight for self-insured healthcare spend
Justin Magnan, President & Co-Founder, Andovia
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10:00
CFO Summit
Defining 2026: The five decisions that will shape finance leadership
Rob Seifert, Senior Director, SAP S/4HANA Cloud Center of Excellence, SAP
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10:30
Networking and exhibition
Morning break
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11:00
CFO Summit
Roundtable discussions | Peer perspectives: Creating the blueprint for financial resilience
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12:00
CFO Summit
Panel | Turning ESG into enterprise value: The CFO blueprint for reliable reporting and real impact
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12:45
Networking and exhibition
Lunch break
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13:45
CFO Summit
Panel | Mindset is the new multiplier: How CFOs build adaptive, high-performing & AI-ready finance teams
Aaron George, VP, Corporate Finance & Treasury, Blue Shield of California
David Dang, Head of Strategic Finance, Growth Initiatives, Lyft
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14:00
Interactive Workshops
Interactive workshop | The modern CFO mandate: How to unlock working capital with AI
Timothy Ray, Vice President, Sales, Growfin
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14:30
CFO Summit
Securing the CFO seat of tomorrow: The moves that define future-ready finance leaders today
Tony Gonnella, CFO, Hitachi Vantara
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15:15
Networking and exhibition
Afternoon break
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15:45
CFO Summit
Guardians of enterprise risk: How CFOs lead cybersecurity, resilience and continuity in an unpredictable world
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16:15
CFO Summit
Interactive session | The four CFO archetypes: Discover your style, strengths and strategic edge
Erik Nakamura, CFO, Daily Journal Corporation
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16:45
CFO Summit
Chairperson's closing remarks
Erik Nakamura, CFO, Daily Journal Corporation
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17:00
Networking and exhibition
Happy hour sponsored by Finance Alliance
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18:00
Networking and exhibition
Finance leaders dinner in partnership with Savant
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February 26, 2026
San Jose Marriott
San Jose

Top up your

CPD credits

Earn up to 8 continuing professional development (CPD) or education (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.

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to the summit

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

→ Connect with CFOs who are shaping enterprise strategy, designing next-gen operating models, and securing long-term performance.

→ Unlock advanced AI, automation, and analytics strategies to strengthen forecasting capabilities and support faster, more confident decision-making.

→ Gain practical, board-ready frameworks to build capital resilience, modernize your finance function, and reinforce leadership confidence to fuel sustained growth.

San Jose
February 26, 2026

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