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22

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until early bird prices end

February 26, 2026
San Jose Marriott
301 South Market Street
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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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
09:00
FP&A Summit
Welcome and opening remarks
09:15
FP&A Summit
The New Frontier of FP&A
09:45
FP&A Summit
Accelerating decisions with intelligence and trust
10:15
Networking & exhibition
Coffee break
10:45
FP&A Summit
The value advantage: enabling smarter growth through connected finance tools
11:15
FP&A Summit
Panel - FP&A as the growth architect: Building influence beyond the numbers
12:00
Networking & exhibition
Lunch break
13:00
FP&A Summit
Moderated roundtable discussions
14:00
FP&A Summit
Modern finance transformation: Aligning people, process, and performance
14:30
FP&A Summit
Smarter, faster, stronger: Finance in real time
15:00
Networking & exhibition
Coffee break
15:30
FP&A Summit
Fireside chat - The culture shift in finance: Building adaptive, insight-led teams
16:15
FP&A Summit
The new trust mandate: Elevating finance through risk, ESG, and resilience
16:45
Networking & exhibition
Closing remarks
17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
February 26, 2026
San Jose Marriott
San Jose

FP&A Summit

Agenda
at a glance

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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.

Data-driven success

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

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

Move beyond forecasts and reports to master the strategies, technologies, and partnerships defining modern FP&A.

Explore five essential areas transforming the field: intelligent operations, data-driven analytics, adaptive teams, trusted reporting, and strategic influence.

You'll....

Uncover new models for partnership with the business that elevate FP&A’s role in strategic growth

Gain actionable insight from leaders reshaping finance into a driver of innovation and performance

Build powerful peer connections with senior finance leaders who are solving the same challenges you face and redefining what FP&A leadership looks like

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.

Register today

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February 26, 2026
San Jose Marriott
San Jose

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your brochure (CFO)

Get an in-depth breakdown of what you can expect from the summit, download your brochure today.

Know you want to join us but need a little help getting budget sign-off? Don’t worry, we’ve done the hard work for you, use our customizable convince the boss letter to accelerate your approval process.

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Elevate your
team's game

Save on costs and invest in your FP&A team's development. Get $200 off each ticket with our group rate (just 3+ people required).

Book in a call with Effiom to secure the best rate for your team.

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Speak to the team

Want to discuss large group discounts, or just find out more about the summit? We're a friendly bunch - get in touch.

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