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February 25, 2026
San Jose

FP&A
Summit

An assembly of the most forward-thinking finance executives in and around Boston, sharing their tried, tested, and proven strategies.

Our contributors will deliver thought-provoking content designed to rapidly upskill you and your team and equip you with the tools you need to overcome future challenges.

Benchmark processes, rejuvenate your procedures and accelerate your career growth.

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What's on
Networking & exhibition
FP&A Summit
February 27
February 27
February 27
08:00
Networking & exhibition
Registration and networking breakfast
09:00
FP&A Summit
Welcome and opening remarks
Ricky Koo, Senior Director of Finance, Autodesk
09:15
FP&A Summit
Agile FP&A : Accelerating the ‘Feedback Loop’
Max Das, Sr. Director & Finance Head, Document Cloud, Adobe
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
10:30
Networking & exhibition
Morning break
11:00
FP&A Summit
Roundtable discussions: Choose your topic and collaborate
11:45
FP&A Summit
The fintech revolution in FP&A: Driving agility, innovation, and strategic value
Tripti Nashier, Finance Manager, Amazon
12:15
FP&A Summit
Digital FP&A transformation – How to Prepare and Thrive
12:45
Networking & exhibition
Lunch break
13:45
FP&A Summit
Redefining what finance is really about
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
15:00
Networking & exhibition
Afternoon break
15:30
FP&A Summit
Scaling with AI: The Future of Risk and Documentation
16:15
FP&A Summit
Finance and strategy leader
Manadeep Raje, Director of FP&A, Sensor Tower
16:45
Networking & exhibition
Closing remarks
Ricky Koo, Senior Director of Finance, Autodesk
17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
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.

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

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

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team's game

Interested in attending with your FP&A team? Bring them along to benefit from valuable training and an impactful offsite experience.

Leverage group discounts to save on costs and invest in your FP&A team's development. Chat to Raluca to secure the best rate for your team.

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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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