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February 25, 2026
San Jose

CFO
Summit

An exclusive, invite-only gathering of senior finance leaders who come together to share success stories and industry insights to work through the prevailing challenges facing CFOs today.

  • Pick the brains of seasoned decision-makers to hone your financial strategy.

  • Revitalize and find inspiration by taking a break from the daily routine.

  • Absorb knowledge from leading CFOs and understand market-shifting trends.

  • Unite with your peers and establish new connections.

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FP&A Summit

From forecasting to scenario planning to AI integration; benchmark your strategies against the best in the biz to elevate your financial planning & analysis function.

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Generative AI Summit

From infrastructure to train, fine-tune, & deploy multimodal AI, to robust methodologies for LLM observability & security.

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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
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09:00
FP&A Summit
Welcome and opening remarks
Ricky Koo, Senior Director of Finance, Autodesk
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09:15
CFO Summit
Navigating the 2025 Post-election world
Scott Anderson, Ph.D., Chief U.S. Economist and Managing Director, BMO
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09:15
FP&A Summit
Agile FP&A : Accelerating the ‘Feedback Loop’
Max Das, Sr. Director & Finance Head, Document Cloud, Adobe
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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
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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
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10:30
Networking & exhibition
Morning break
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11:00
CFO Summit
Roundtable discussions: Choose your topic and collaborate
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11:00
FP&A Summit
Roundtable discussions: Choose your topic and collaborate
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11:45
CFO Summit
AI for CFOs: Real-world case study of margin expansion
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11:45
FP&A Summit
The fintech revolution in FP&A: Driving agility, innovation, and strategic value
Tripti Nashier, Finance Manager, Amazon
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12:15
CFO Summit
Finance as a catalyst for innovation
Kevwe Ijatomi, Managing Director - FP&A and Strategic Finance, Google
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12:15
FP&A Summit
Digital FP&A transformation – How to Prepare and Thrive
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12:45
Networking & exhibition
Lunch break
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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
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13:45
FP&A Summit
Redefining what finance is really about
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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
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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
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15:00
Networking & exhibition
Afternoon break
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15:30
CFO Summit
The CFO’s guide to building a future-ready tech stack
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15:30
FP&A Summit
Scaling with AI: The Future of Risk and Documentation
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15:45
CFO Summit
Leading and delivering results through transformation
Manish Gundecha, Business Transformation Leader, HP
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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
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16:15
FP&A Summit
Finance and strategy leader
Manadeep Raje, Director of FP&A, Sensor Tower
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16:45
Networking & exhibition
Closing remarks
Ricky Koo, Senior Director of Finance, Autodesk
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17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
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February 25, 2026
San Jose

FP&A Summit

Agenda
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Testimonials
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Leveraging AI

Learn insights on how to leverage ChatGPT, Microsoft Co-Pilot and Generative AI with confidence to enhance your FP&A skills.

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Data-driven success

Inform data-driven decision-making with second-to-none data governance and visualization strategies.

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Risk management

Anticipate cyberattacks, make smart decisions and present recommendations with confidence to your executive leadership.

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What you’ll get

out of the summit

→ Unlock your full strategic potential by leveraging AI and automation to enhance forecasting accuracy, data-driven decision-making, and business growth.

→ Future-proof your skillset to accelerate your career and foster a high-performing culture in your FP&A team.

→ Share insights and build lasting connections within a global community of finance professionals.

Get your ticket

early bird sale now on

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

Save $200

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early bird rates end

Save up to $300 on your ticket when you register before October 01.

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February 25, 2026
San Jose

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