Name: Travis Lopez | FP&A Summit San Jose | Speaker | FP&A Summit | San Jose
Start: 2026-02-26T08:00:00.000Z
End: 2026-02-26T08:00:00.000Z
Location: San Jose Marriott

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Travis

Lopez

CFO

Canyon Bicycles

Travis Lopez is a strategic, execution-driven CFO with more than 18 years of experience leading finance, operations, and corporate development for venture-backed and private equity-backed companies across cannabis, AI, and SaaS. He has scaled startups from seed stage through exit, completing two successful acquisitions, raising over $200M in equity and convertible capital, and securing more than $80M in debt financing. Travis has also led over $100M in M&A transactions across buy-side and sell-side deals. He specializes in building scalable FP&A organizations, optimizing cash flow, implementing ERP and BI systems, and developing financial infrastructure that supports rapid growth, forecasting accuracy, and unit economics. A trusted partner to boards and investors, Travis brings deep experience in strategic planning, financial modeling, and cross-functional leadership, aligning finance with business strategy to drive performance and long-term enterprise value.

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26 February 2026 15:45 - 16:15

Fireside chat - The culture shift in finance: Building adaptive, insight-led teams

The evolution of FP&A is no longer just about adopting new tools or processes — it’s about transforming the very DNA of finance teams. Today’s most effective functions are built on adaptability, analytical fluency, and the confidence to challenge assumptions at every level of the business. This session dives into what it takes to lead that shift. Explore how progressive finance leaders are embedding resilience, data literacy, and strategic influence into their operating models to create teams that don’t just respond to change — they anticipate it. We’ll unpack the new leadership mindset shaping tomorrow’s FP&A: one where collaboration outperforms hierarchy, insight drives execution, and finance becomes the trusted engine of strategic decision-making. Key Takeaways: - Build adaptive teams equipped for real-time decision-making in a dynamic economy - Redefine leadership in FP&A to balance data mastery with commercial intuition - Create a culture of continuous learning, cross-functional trust, and strategic impact