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Summit recap

FP&A Summit
San Jose 2025

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summit highlights

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Agile FP&A - Accelerating the 'feedback loop'

Max Das, Senior Director & Finance Head, Document Cloud, Adobe.

Redefining what finance is really about

Siqi Chen, Founder & CEO, Runway

Building AI products in finance - The intersection of data, product thinking, and AI

Abhishek Chandna, Director of Finance Strategy, VISA

Our Stats

30+

Speakers

150+

Attendees

85%

Senior management

100+

Companies

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February 24, 2027
DoubleTree by Hilton Hotel
San Jose

It's a rare opportunity to have cutting-edge content with worldwide experts. Not many events are deep-appointed to FP&A. For me, it’s one-of-a-kind

Head of FP&A, Swissport

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Testimonials
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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.

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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.

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Stopping margin leakage

Trace where deal desk exceptions, quarter-end discounting and extended payment terms eat into margin, and find the approval rules that actually stop it.

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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

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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

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Get leaders to make decisions from your forecast, and give the board a narrative it believes, including the parts that didn’t go to plan.

Numbers that get acted on

Product Marketing Manager

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February 24, 2027
DoubleTree by Hilton Hotel
San Jose

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