days :
: hours :
minutes
until the summit starts
CFO Summit
New York
If you're still doing month-end the same way you did in 2023 it's no wonder you don't have time to deliver the insight expected from a world-class finance function. Join 75 CFOs who are also transforming their team from bottleneck into decision engine.
Attendance is complimentary and by application only. Request your invite today.
Request your invite
to the summit
How can you deliver insightful commentary and fuel growth when your finance function is still buried in manual processes?
Request your invite to join 75 CFOs and see what's actually working:
→ Assess automation plays from CFOs (at $50M+ companies) who've freed up days of team capacity without adding headcount
→ Stop being the bottleneck with frameworks CFOs use to transform finance into the function that unblocks decisions and enables growth
→ Get the board slides that work – proven communication frameworks that drive real engagement, not polite nods
→ Vet vendors with peer intel – leave with a shortlist of tools CFOs have successfully deployed, saving you months of demos
→ Build your local CFO network – candid, off-the-record conversations with peers facing your exact challenges (200+ employee orgs only)
A snapshot of
our speakers...
Earn
CPD credits
Earn up to 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.
What our
attendees say...
What you’ll get
out of the summit
→ Board communication that lands – frameworks CFOs use to present performance and risk that enables decisions, not endless follow-up questions
→ A 90-day automation hit list – see which processes CFOs automated first (month-end close, reporting, variance analysis) and the time gains they've unlocked
→ A playbook to scale with confidence – hear how CFOs build cross-functional collaboration and maintain control as complexity increases
→ A local CFO network on speed dial – peer connections that fuel continued conversation after the summit wraps
Agenda
at a glance
Practical AI integration
Pinpoint where AI delivers measurable lift across close, forecasting, and decision support, and then scale it with clear ownership, governance, and auditability.
Shape the narrative
Frame performance, risk, and opportunity in a way that aligns the CEO and board, strengthens confidence, and withstands scrutiny.
Influence decisions that move the needle, align stakeholders across your business, and build momentum to remove the ‘finance bottleneck’.
Stakeholder engagement
Product Marketing Manager
Move beyond decks to clear triggers, decision points, and resource moves that guide action as assumptions change.
Scenario planning
Product Marketing Manager
Clarify ownership, controls, and cadence across finance so work moves faster, standards rise, and senior attention stays focused where it counts.
Redesign accountability
Product Marketing Manager
Join the summit
and discover how to...
Break the cycle
Break free from the time pressure of managing month-end reporting manually and return with a clear automation implementation handbook.
Collaborate
Trade playbooks with CFOs who understand the scrutiny you're under and build connections that return value long after the summit ends.
Spark new ideas
Get a fresh perspective on operating model choices, risk posture, and team development through candid discussions with CFO peers.
Co-located with
Controller Summit
CFO Summit will be hosted alongsisde Controller Summit,. Each summit has it's own curated agenda, but you'll benefit from increased networking opportunities.
Invite your controller and senior accounting leaders to attend to strengthen controllership, reporting rigor, and operational execution across your finance function, while you focus on the CFO agenda.
Chat with Effiom to discuss team rates.
Our Stats
25+
Speakers
150+
Attendees
95%
Senior management
100+
Companies
Executive
summary
A community of senior decision-makers
The world’s most influential companies
150+ senior finance leaders gathing in NYC
Previous attendees at
CFO Summit
* Not sure if you meet the criteria? Go ahead and apply - we review each application individually and are open to making exceptions for finance leaders with strong, relevant experience.
*Presentation slide decks and video recordings are provided pending each speaker's approval.
**We reserve the right to refuse access to vendors & consultants; please contact us to discuss partnership opportunities.
Louise Dunne
Product Marketing Manager
Author Name
Product Marketing Manager
Lockton
VP, Risk
Mars
CFO, Veterinary Health
MathWorks
CFO
Micron Technology
CFO, Commercial & Component Group
Planned Parenthood Federation of America
CFO
Poshmark
SVP, Finance, Accounting & Legal
Ringcentral
SVP, Financial Planning & Analysis
Royal Bank of Canada
Office of the CFO
Schneider Electric
CFO Field Device
Summit Partners
VP, Finance Operating Partner
WWF
Head of Finance Systems Transformation
Author Name
Product Marketing Manager
Take a look at our past summits
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Check out our
summit series...
Got a question?
Speak to the team
Want to find out more about the summit? We're a friendly bunch - get in touch.