Why
attend?
Most finance conferences are a day of listening. This one is built for active discussion and debate: bring your own plan and leave having pressure-tested it against 75 peers, not just taken notes on theirs.
Hear what past
attendees had to say
Top up your
CPD credits
Earn 8+ continuing professional development (CPD) 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.
Watch previous
summit highlights
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
What our
attendees say...
Our Stats
15+
Speakers
75+
Attendees
95%
Senior management
50+
Companies
What you’ll get
out of the summit
→ The AI accountability map – where peers are actually letting AI touch the forecast, pricing, or close, and how they're structuring sign-off.
→ A redesigned team blueprint – how CFOs are restructuring finance now that automation owns more of the transactional work, and exactly where they're still refusing to hand over judgment.
→ A capital allocation gut-check – how peers are deciding what actually gets funded, cut, or delayed.
→ A CFO network worth keeping – candid, off-the-record conversations with peers carrying the same budget and board pressures.
Join the summit
and discover how to...
Break the cycle
Step out of budget-defense mode for one day and get a clear read on which parts of your 2027 plan are actually built to bend.
Collaborate
Trade perspectives and real mistakes with peers carrying the same tariff exposure, AI bets, and board scrutiny you are.
Spark new ideas
Leave with a specific answer to the question every CFO in the room is quietly asking: what happens when this plan doesn't survive contact with reality.
Agenda
at a glance
Own the AI forecast
AI is doing more of the modeling, but authority over the forecast doesn't move with it. What properly trained data and a real audit trail actually look like, and why "the model said so" isn't an acceptable answer when a number misses.
Borrowed conviction
How CFOs win boardroom arguments before they can fully prove the numbers, and what it costs them when they're wrong.
The 2027 budget gets approved, then reality moves. How much has to shift before you actually reopen it, and what it costs to wait too long, or move too fast.
When the plan breaks
Product Marketing Manager
Where the job actually sits now: less owning every approval yourself, more setting the guardrails that let your VPs and directors make the call without you, and knowing when that's actually working.
The modern CFO
Product Marketing Manager
Strengthen your strategic leadership and elevate your impact as CFO by driving enterprise-wide planning, performance, and transformation.
Strategies to succeed
Product Marketing Manager
Join the
conversation
Join a global community of finance leaders to exchange ideas, attend local meet-ups, get answers to your questions, and find new job opportunities. Join the discussion.
Got a question?
Speak to the team
Want to find out more about the summit? We're a friendly bunch - get in touch.