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FP&A Summit
San Jose
From data to decisions: Redefine the modern FP&A function
Join the FP&A pros redefining intelligent operations with AI-equipped teams, agile reporting, and decision-ready analytics. Walk away with practical strategies to accelerate growth and amplify your strategic impact.
Get your ticket
early bird sale now on
Move beyond the monthly cycle of forecasts and reporting to master the strategies, technologies, and partnerships defining modern FP&A.
Unlock the secrets to a proactive FP&A function through five essential areas:
→ Intelligent operations: Integrate AI smartly and securely so you can focus on true business impact
→ Data-driven analytics: Turn insights into impact
→ Growth mindset: Unlock new growth opportunities with strategic business partnering
→ Agile planning: Discover robust budgeting and scenario planning models fit for an unpredictable world
→ Strategic influence: Engage your C-suite with clear data visualization and narrative-driven reporting
A snapshot of
our speakers...
Top up your
CPD 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/or the organization/ regulatory body you work with.
What our
attendees say...
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.
Co-located with
CFO Summit
FP&A Summit is co-located with the exclusive CFO Summit, giving you even more opportunities to connect with senior finance leaders.
Each summit features its own agenda and speakers, but both share the same venue and exhibition space, creating one powerful environment for insight, innovation, and connection across the finance ecosystem.
Access to the CFO Summit is invite-only, reserved for VP and C-suite finance executives.
From data to decisions:
Redefining the modern FP&A function
Leveraging AI
Leverage AI-driven FP&A to unlock autonomous forecasting, real-time insights, and agentic tools to scale business performance.
Data-driven success
Strengthen decision-making with advanced governance and visualization - turn complex financial data into clear, trusted, and actionable insight.
Unlock growth through partnership - frame financial narratives that drive meaningful organizational outcomes and deliver decision-ready insight .
Business partner like a pro
Product Marketing Manager
Enhance your scenario planning with decision-focused modelling that turns fast-moving data into clear strategy, sharp forecasts, and strong choices in uncertain conditions.
Scenario planning
Product Marketing Manager
Gain the perspectives and leadership skills that elevate FP&A professionals, from sharpening decision influence to building the strategic presence today’s finance teams demand.
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.
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.
Elevate your
team's game
Save on costs and invest in your FP&A team's development. Get $200 off per ticket with our group rate (just 3+ people required). It’s the perfect way to align on strategy and scale learnings across your org.
Book in a call with Effiom to secure the best rate for your 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.