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FP&A Summit
San Jose
From data to decisions: Redefine the modern FP&A function
Skip the buzzwords. Experience how leading FP&A teams are turning data into strategic decisions that drive performance, influence, and growth.
Connect with senior finance professionals reimagining intelligent operations, adaptive teams, trusted reporting, and decision-ready analytics, shaping a new era of clarity, speed, and strategic impact.
Get your ticket
early bird sale now on
Move beyond forecasts and reports to master the strategies, technologies, and partnerships defining modern FP&A.
Explore five essential areas transforming the field: intelligent operations, data-driven analytics, adaptive teams, trusted reporting, and strategic influence.
You'll....
→ Uncover new models for partnership with the business that elevate FP&A’s role in strategic growth
→ Gain actionable insight from leaders reshaping finance into a driver of innovation and performance
→ Build powerful peer connections with senior finance leaders who are solving the same challenges you face and redefining what FP&A leadership looks like
What our
attendees say...
Top up your
CPE credits
Earn up to 8 continuing professional development (CPD) or education (CPE) credits through your attendance.
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.
A snapshot of
previous speakers...
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.
Agenda
at a glance
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.
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
Our Stats
30+
Speakers
150+
Attendees
85%
Senior management
100+
Companies
Join the summit and discover how to...
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.
Register your interest
& access the brochure
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Download
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.
Executive
summary
A community of senior decision-makers
The world’s most influential companies
150+ attendees
Take a look at our past summits
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Check out our
summit series...
Interested in more than one summit? Speak to our team.
Got a question?
Speak to the team
Want to discuss large group discounts, or just find out more about the summit? We're a friendly bunch - get in touch.