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259

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54

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February 25, 2026
San Jose

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2025 agenda

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What's on
Networking & exhibition
CFO Summit
FP&A Summit
February 27
February 27
February 27
08:00
Networking & exhibition
Registration and networking breakfast
09:00
FP&A Summit
Welcome and opening remarks
Ricky Koo, Senior Director of Finance, Autodesk
09:15
CFO Summit
Navigating the 2025 Post-election world
Scott Anderson, Ph.D., Chief U.S. Economist and Managing Director, BMO
09:15
FP&A Summit
Agile FP&A : Accelerating the ‘Feedback Loop’
Max Das, Sr. Director & Finance Head, Document Cloud, Adobe
09:45
CFO Summit
Panel: Building a high-impact finance function
Kaustubh Khandelwal, VP Finance, Poshmark
Ilana Esterrich, CFO, Planned Parenthood Foundation of America
Ruchi Gupta, Executive Vice President BPO GBS Services Leader, Teleperformance
Niki Heim, CFO, Logic Source
09:45
FP&A Summit
Panel: Enhancing financial forecasting: Techniques for accurate, adaptive planning
Appoorve Agarwal, Director of Cloud Finance, ServiceNow
Sana Deshmukh, VP of Finance, Yext
10:30
Networking & exhibition
Morning break
11:00
CFO Summit
Roundtable discussions: Choose your topic and collaborate
11:00
FP&A Summit
Roundtable discussions: Choose your topic and collaborate
11:45
CFO Summit
AI for CFOs: Real-world case study of margin expansion
11:45
FP&A Summit
The fintech revolution in FP&A: Driving agility, innovation, and strategic value
Tripti Nashier, Finance Manager, Amazon
12:15
CFO Summit
Finance as a catalyst for innovation
Kevwe Ijatomi, Managing Director - FP&A and Strategic Finance, Google
12:15
FP&A Summit
Digital FP&A transformation – How to Prepare and Thrive
12:45
Networking & exhibition
Lunch break
13:45
CFO Summit
Maximizing ROI in M&A: A CFO's Guide to value creation and synergy capture
Christopher Toumajian, CFO, EP Wealth Advisors
13:45
FP&A Summit
Redefining what finance is really about
14:15
CFO Summit
Panel: Deploying AI in finance - Balancing innovation and compliance
Anuj Aggarwal, VP Finance, Bloom Energy
Mike Kovar, CFO & Treasurer, Acra Lending
14:15
FP&A Summit
Panel: FP&A Business partnering in the age of AI: Transforming insights into strategy
Kavin Soni, Financial Analyst, Google
Manish Gundecha, Business Transformation Leader, HP
Chandrika Bhutani, Senior Finance Manager, FP&A, Nutanix
Akshay Nagaich, Director Business Finance, Pacific Gas and Electric Company
15:00
Networking & exhibition
Afternoon break
15:30
CFO Summit
The CFO’s guide to building a future-ready tech stack
15:30
FP&A Summit
Scaling with AI: The Future of Risk and Documentation
15:45
CFO Summit
Leading and delivering results through transformation
Manish Gundecha, Business Transformation Leader, HP
16:15
CFO Summit
Driving global growth: The CFO's role in scaling consumer brands across markets and cultures
Angela Chen, CFO, Veterinary Health (a division of Mars Inc.), Mars
16:15
FP&A Summit
Finance and strategy leader
Manadeep Raje, Director of FP&A, Sensor Tower
16:45
Networking & exhibition
Closing remarks
Ricky Koo, Senior Director of Finance, Autodesk
17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance

Get your ticket

for the summit

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.

Co-located with CFO Summit - explore your multi-track agenda.

San Jose
February 25, 2026

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