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Event starts in:
90

days :

18

: hours :

12

minutes

13

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
Main stage
February 26
February 26
February 26
08:00
Networking and exhibition
Registration and networking breakfast
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09:00
Main stage
Welcome and chairperson opening remarks
Erik Nakamura, CFO, Journal Technologies
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09:15
Main stage
Precision, clarity, confidence: How high performing finance teams earn stakeholder trust in volatile markets
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09:15
Main stage
The next frontier of finance: Building intelligence, agility and resilience through AI
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09:45
Main stage
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
Nikki Mamedova, Senior Finance Executive, Office of the CFO, Royal Bank of Canada (RBC)
Janani Venkatesan, Senior Director, Financial Transformation, Hubspot
David Dang, Head of Strategic Finance, Growth Initiatives, Lyft
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10:30
Networking and exhibition
Morning break
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11:00
Main stage
Roundtable discussions | Peer perspectives: Creating the blueprint for financial resilience
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11:45
Main stage
Turning ESG into enterprise value: The CFO blueprint for reliable reporting and real impact
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12:15
Main stage
The transformational CFO: Owning the mandate for digital and enterprise-wide change
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12:45
Networking and exhibition
Lunch break
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13:45
Main stage
Panel | One vision, one agenda: Driving enterprise value through CFO-CEO-board alignment
Richard Tout, CFO, ETAP
Vrinda Shah, VP, FP&A, Grammarly
Sana Deshmukh, VP of Finance, Yext
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14:30
Main stage
The new capital playbook: Winning when rates rise and uncertainty rules
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15:00
Networking and exhibition
Afternoon break
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15:30
Main stage
Guardians of enterprise risk: How CFOs lead cybersecurity, resilience and continuity in an unpredictable world
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16:00
Main stage
Interactive session | The four CFO archetypes: Discover your style, strengths and strategic edge
Erik Nakamura, CFO, Journal Technologies
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16:45
Main stage
Chairperson's closing remarks
Erik Nakamura, CFO, Journal Technologies
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17:00
Networking and exhibition
Happy hour sponsored by Finance Alliance
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February 26, 2026
San Jose Marriott
301 South Market Street
San Jose

Last year's
top-rated sessions

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Maximizing ROI in M&A: A CFO's Guide to value creation and synergy capture

Christopher Toumajian, CFO, EP Wealth Advisors

Finance as a catalyst for innovation

Kevwe Ijatomi, Managing Director - FP&A and Strategic Finance, Google

February 26, 2026
San Jose Marriott
San Jose

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CPE 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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Co-located with

FP&A Summit

We’re hosting CFO Summit alongside FP&A Summit, so you can take advantage of even more networking opportunities.

Bring your team to FP&A Summit and upskill your entire finance team in just one day. It’s the perfect way to align on strategy and scale learnings across your org.

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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 senior finance leaders who are shaping enterprise strategy, designing next-gen operating models, and guiding long-term performance.

→ Explore how AI, automation, and advanced analytics are strengthening forecasting capabilities and supporting faster, more confident executive decision-making.

→ Gain practical, board-ready frameworks to build capital resilience, modernize your finance organization, and reinforce the confidence that fuels sustained growth.

San Jose
February 26, 2026

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