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March 06 & 07, 2025
San Jose

FP&A Summit

"FP&A Summit had great information and collaboration. It was great hearing how others are addressing issues and problems and I’ve been able to take some of that information back and use it".

Gina Spain, Director of Finance Reporting at Virgin Galactic

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What is FP&A Summit?

We upskill individuals & teams by showcasing strategies & solutions from the best-in-class. Join us and you'll:

📈 Keep up-to-date with the latest industry trends innovations

📐 Benchmark your strategy against the best in the business

💡 Meet FP&A peers facing the same challenges; find real solutions

🤝 Build a network of trusted advisors & forge meaningful connections

30+

Speakers

100+

Attendees

75%

Senior management

80+

Companies

Check out some of our previous speakers

See our influential speakers.

David
Dang
VP, Financial Planning & Analysis
Calm
Mike
Kovar
CFO & Treasurer
Acra Lending
Jenifer
Grocock
Vice President of Corporate Finance
Teradata
Christina
Lewis
Senior Director of Global Finance
Visa
Glenn
Snyder
VP of FP&A
Vacasa
Gabriela
Gutierrez
Head of Finance
Teads
Doris
Yip
Director of Enterprise Transformation
Cerner corporation
Ricky
Koo
Senior Director of Finance
Autodesk
Sutej
Bhosekar
Senior Director, Finance Excellence
Salesforce
Bruno
Oliveira
Head of FP&A
Swissport
Marlo
Sarmini
Senior Finance Analyst
Warner Bros. Discovery
Chidi
Nwosu
Director of FP&A - Value Added Services
Visa
Vrinda
Shah
Head of Corporate Finance & Strategy
Unity
Shraddha
Upadhyay
Director Revenue Management
Align technology
Juhi
Nagpal
Finance Transformation Manager - CFO Group
Ally
Madelynn
Alford
Head of Finance
New Culture
Kaitlin
Finch
Head of FP&A
Visby Medical
Manadeep
Raje
Director of FP&A
Sensor Tower
Amit
Varma
Head of FP&A
Clockwise
Nicholas
Pardini
President
Davos Investment Group
Harout
Sahakian
Director FP&A
Airgas
Armin
Sarfaraz
Head of Corporate FP&A
Visa
Matthew
Sledge
Presales Consultant
Jedox
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What our attendees have to say

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"It was great to hear how others are tackling challenges. I’ve been able to take that information back and use it at Virgin Galactic"

Gina Spain

Director of Finance Reporting at Virgin Galactic

"The FP&A Summit was extremely insightful. All presenters were great and created engaging environment amongst all attending individuals."

Darren Griffith

Director of FP&A at Sycuan Casino Resort

"It was a very engaged audience. Like comedy, right? You go to a comedy show and the quality of it depends on how engaged the audience is.

Steve Robertson

CFO at HDMI

Summit key themes:

In just 2 days, you'll explore topics about:

  • Mastering financial forecasting strategies

  • Navigating risk management in financial strategies.

  • Harnessing the power of data analytics in finance

  • Navigating FP&A pain points: Strategies for overcoming challenges

  • The role of AI and ML in advanced analytics for FP&A

  • Elevating FP&A: Securing your seat at the table in strategic decision-making

CPE & CPD Credits

Earn continuing professional development (CPD) or education (CPE) credits by attending:

1. Attend the summit

2. At the end of the event request your certificate of attendance*

3. Submit your certificate to the professional organisation or regulatory body that manages your CPD/CPE accreditation**

*We're committed to providing you with the necessary documentation to claim your CPD/CPE credit, if you have any questions or need assistance please don't hesitate to contact us.

**Please note, the specific requirements for claiming CPD/CPE credits can vary depending on your profession and the organisation or regulatory body you work with.

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Break the cycle

Step away from the daily grind of reporting responsibilities and crunching numbers. Rejuvenate and refocus without distractions.

Collaborate

Connect with peers in person, and invest in expanding your network to unlock opportunities for growth.

Spark new ideas

Be curious, get insights into cutting-edge ideas, and be inspired to overhaul your processes and optimize your team strategy.

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Join the conversation

Finance Alliance is a community where finance pros come to accelerate their career. Connect with your peers and join the conversation today.

Our team

We’re here to help. Reach out to learn more about the event.

Gosia Smoszynska

Speaker enquiries

Email me

Ayisha Marlow

Attendee enquiries

Email me

Juta Yang

Partnership enquiries

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