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17

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February 27, 2025
San Jose Marriott
301 South Market Street
San Jose

FP&A Summit
San Jose

Unleash the full strategic potential of your financial planning & analysis function.

Join FP&A leaders as they share best practices, recent innovations, and common challenges to help you increase forecasting accuracy, successfully integrate AI, and become a strategic business partner.

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We’re bringing together the brightest minds in finance for a day of unrivaled networking, learning, and discussion so you can:

→ Discover ways to innovate your processes and future-proof your FP&A strategy.

→ Successfully integrate emerging tech to leverage AI & automation for increased accuracy and efficiency.

→ Build a local network of FP&A connections within our global community.

San Jose
February 27, 2025

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What our
attendees say...

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A snapshot of

our speakers...

Tripti
Nashier
Finance Manager
Amazon
Max
Das
Sr. Director & Finance Head, Document Cloud
Adobe
Ricky
Koo
Senior Director of Finance
Autodesk
Manish
Gundecha
Head of Finance Transformation
HP
Priya
Gupta
VP of Finance
Archer
Appoorve
Agarwal
Director of Cloud Finance
ServiceNow
Yuan
Chen
Finance Director, Cloud Finance
Microsoft
Ilana
Esterrich
CFO
Planned Parenthood Foundation of America
Brian
Galvin
VP Finance
CoderPad
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What you’ll get

out of the summit

→ Unlock your full strategic potential by leveraging AI and automation to enhance forecasting accuracy, data-driven decision-making, and business growth.

→ Future-proof your skillset to accelerate your career and foster a high-performing culture in your FP&A team.

→ Share insights and build lasting connections within a global community of finance professionals.

February 27, 2025
San Jose Marriott
San Jose
FP&A Summit

Agenda
at a glance

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Testimonials
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Leveraging AI

Learn insights on how to leverage ChatGPT, Microsoft Co-Pilot and Generative AI with confidence to enhance your FP&A skills.

Data-driven success

Inform data-driven decision-making with second-to-none data governance and visualization strategies.

Risk management

Anticipate cyberattacks, make smart decisions and present recommendations with confidence to your executive leadership.

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Transform your finance partnering skills by learning top tips on effective communication with the C-suite and driving strategic organisational growth.

Business partner like a pro

Product Marketing Manager

Utilise cutting-edge modelling tools to deliver precise forecasts and superior strategic plans to minimise risk and maximise ROI in a tough economy.

Scenario planning

Product Marketing Manager

Accelerate your FP&A career with insider tips, success stories, and networking strategies from seasoned finance pros.

Strategies to succeed

Product Marketing Manager

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Co-located with

CFO Summit

FP&A Summit is held alongside the exclusive CFO Summit, creating even more chances to connect with top finance professionals.

Each summit has its own unique agenda and speakers, but you'll share the venue and exhibition space, allowing you to meet a wider range of finance leaders.

Access to the CFO Summit is invite-only and reserved for VP and C-suite level finance leaders.

San Jose
February 27, 2025

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Join the summit and discover how to...

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Break the cycle

Step away from the daily grind. Get the insights you need to stay ahead of the competition and keep up to date with the rapidly evolving finance industry.

Collaborate

Engage with cross-industry peers in a fresh setting to unlock creativity and fuel growth, bring your team, expand your network, and build lasting connections.

Spark new ideas

Fuel your curiosity, share innovative ideas, and exchange perspectives on current FP&A challenges to overcome problems effectively.

Our Stats

30+

Speakers

150+

Attendees

85%

Senior management

100+

Companies

February 27, 2025
San Jose Marriott
San Jose

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your brochure

Get an in-depth breakdown of what you can expect from the summit, download your brochure today.

Know you want to join us but need a little help getting budget sign-off? Don’t worry, we’ve done the hard work for you, use our customizable convince the boss letter to accelerate your approval process.

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Executive
summary

  • A community of senior decision-makers

  • The world’s most influential companies

  • 150+ attendees

Who's attending...

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Elevate your
team's game

If you want to bring your team along, chat to Scott to secure the best rate.

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Check out our

summit series...

Feb 27, 2025
FP&A Summit
San Jose

Find out more

Feb 27, 2025
CFO Summit
San Jose

Find out more

Oct 08, 2025
FP&A Summit Boston
Boston

Find out more

Oct 08, 2025
CFO Summit Boston
Boston

Find out more

Nov 05, 2025
FP&A Summit
London

Find out more

Nov 05, 2025
CFO Summit
London

Find out more

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Interested in more than one summit? Speak to our team.

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Want to discuss large group discounts, or just find out more about the summit? We're a friendly bunch - get in touch.

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