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FP&A Summit
San Jose
Price is the plan: The margin lever FP&A doesnāt own yet
Pricing, discounting and retention move margin more than any cost program, and most FP&A teams still find out about them after the deal is signed. Join the FP&A leaders who are changing that. Compare how they forecast NRR and stop margin leaking, work through the models they actually use.
Early bird tickets
are live & limited
By late February the plan is locked, Q4 is closed, and the assumptions are already being tested. Spend the day with FP&A leaders working through the same decisions you are.
The agenda covers five areas, each tied to a call youāll make this year:
ā Price ownership: Get FP&A a real say in pricing and packaging decisions, and know what to bring when you get it
ā Margin leakage: Find where discounting, deal desk exceptions and quarter-end concessions are costing you, and which approval rules actually stop it
ā Retention forecasting: Build an NRR forecast that still holds when renewals, expansion and churn donāt go to plan
ā February replanning: Decide what to rebuild in the plan eight weeks in, and what to leave alone
ā Influence: Get the business to act on your numbers, and give the board a forecast it believes
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...
The boardroom, the plan and the close
3 summits, one day in San Jose
Pick the track built for your role.
The CFO Summit for the leaders setting strategy, the FP&A Summit for the teams planning it and the Controller Summit for the people closing the books on it.
Each one is built around the decisions that role is making in 2027, with peers who are making them too.
What youāll get
out of the summit
ā A stronger case for FP&Aās seat in pricing decisions, backed by the data, questions and approval rules other teams have used to get one
ā Forecasting and budgeting models you can put to work the next day, from a hands-on working session with the people who built them
ā Peers across the co-located FP&A, CFO and Controller Summits who are working through the same decisions this year, and worth knowing long after February 24
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.
Where margin is won and lost:
The decisions FP&A shapes in 2027
Automation that held up
What finance teams have actually automated in forecasting, reporting and planning, what held up in practice, and what quietly went back to a spreadsheet.
Forecasting retention
Renewals, expansion and churn are often the shakiest assumptions in the plan. Build an NRR forecast that holds when deals slip and customers downgrade.
What FP&A brings to pricing and packaging decisions, how to model a price change before launch, and how to tell whether it worked six months on.
A vote on pricing
Product Marketing Manager
The plan is eight weeks old and already being tested. Decide what to rebuild and what to leave alone, and stress-test tariffs, demand and hiring before the first reforecast locks them in.
Before the Q1 reforecast
Product Marketing Manager
Get leaders to make decisions from your forecast, and give the board a narrative it believes, including the parts that didnāt go to plan.
Numbers that get acted on
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 out of close, reforecast and board prep for a day. Earn 8+ CPD credits while you pressure-test your plan with peers whoāll tell you where itās weak.
Collaborate
Compare models, pricing calls and forecasting mistakes with FP&A, CFO and Controller peers. Bring your team and leave with contacts youāll call on all year.
Spark new ideas
Hear how other teams handled discount creep, missed NRR targets and price changes that didnāt land, then take back ideas you can test the following week.
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? Donāt worry, weāve done the hard work for you, use our customizable convince the boss letter to accelerate your approval process.
our
Partners
Summit partners
Executive
summary
A community of senior decision-makers
The worldās 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). Itās the perfect way to align on strategy and scale learnings across your org.
Book in a call with Jenna 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.