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Event starts in:
64

days :

11

: hours :

40

minutes

45

until ticket prices increase

February 24, 2027
DoubleTree by Hilton Hotel
2050 Gateway Place
San Jose

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agenda

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What's on
Networking & exhibition
FP&A Summit
FP&A Summit
FP&A Summit
FP&A Summit
08:00
Networking & exhibition
Registration and networking breakfast
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09:00
FP&A Summit
Opening remarks
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09:15
FP&A Summit
Where margin leaks: Deal desk approvals, quarter-end discounting and the exceptions that became policy
Joy Mbanugo, CFO, CXAI
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09:45
FP&A Summit
Modeling a price change before sales declares victory: Measuring whether it worked, and what you check six months in
Simon Ng, VP of Finance, Quark Pharmaceuticals
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10:15
FP&A Summit
Your most profitable customers might not be: What cost-to-serve tells you about price
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10:45
Networking & exhibition
Coffee break
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11:15
FP&A Summit
Where the hours go: What FP&A teams automated this year, and what went back to a spreadsheet
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11:45
FP&A Summit
Panel | Who owns price? FP&A’s real role in pricing and packaging decisions
David Dang, VP Finance & Accounting, Magnus
Magdalena Omens, Senior Director, Global FP&A, Hourglass Cosmetics
Roshiana Bell, Strategic Finance - Advanced EV Development, Ford Motor Company
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12:30
Networking & exhibition
Lunch break
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13:30
FP&A Summit
Interactive roundtable discussions
Jessica Yang, Finance Transformation Manager, Autodesk
Soureesh Ghosh, Strategic Finance and BizOps Lead, Instagram
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14:15
FP&A Summit
The plan is eight weeks old: What to rebuild before the Q1 reforecast
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14:45
FP&A Summit
Your forecast is right. Why isn’t anyone acting on it?
Ricky Koo, Senior Director of Finance, Autodesk
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15:15
Networking & exhibition
Coffee break
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15:45
FP&A Summit
Fireside chat | Net revenue retention is your weakest assumption: Forecasting renewals, expansion and churn honestly
Chandrika Bhutani, Senior Finance Manager, FP&A, Nutanix
Ksenia Karnaukhova, Senior Director of Finance, Handshake
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16:15
FP&A Summit
Interactive session | How Visa built Jane 3.0: The playbook for finance AI that actually works
Abhishek Chandna, Director of Finance Strategy, Visa
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17:00
FP&A Summit
Closing remarks
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17:05
Networking & exhibition
Happy hour sponsored by Finance Alliance
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Built for the calls

you’ll make in 2027

Q4’s only just closing yet your 2027 plan is already under scrutiny.

We’re covering the core areas you’ll need to keep credibility with your C-suite for the months ahead:

→ Pricing & margin leakage: Get FP&A a real say in pricing and find where deal discounts and quarter-end concessions are costing you; and the guardrails to actually stop it

→ Retention forecasting: Build a revenue forecast that holds when renewals and churn don’t go to plan

→ Replanning: Decide what to rebuild before the Q1 reforecast, and what to leave alone

→ Automation & AI: See what other teams automated, what held up and what went back to a spreadsheet

→ Influence: Get the business to act on your numbers, and give the board a forecast it trusts

San Jose
February 24, 2027

Save $200 until January 8

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