Why
attend?
One day with the FP&A teams getting a say in pricing, catching margin before it leaks and building forecasts the board believes.
Leave with models you can use, peers youāll keep calling and 8+ CPD credits.
Hear why attendees
love our summits...
Watch previous
summit highlights
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
Top up your
CPD credits
Earn up to 8 continuing professional development (CPD) or education (CPE) credits through your attendance.
1. Attend the summit
2. After the event, request your certificate of attendance
3. Submit your certificate to the regulatory body that manages your CPD/CPE accreditation*
*Please note, the specific requirements for claiming CPD/CPE credits can vary depending on your profession and/or the organization/ regulatory body you work with.
What our
attendees say...
Download
your brochure
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? Donāt worry, weāve done the hard work for you, use our customizable convince the boss letter to accelerate your approval process.
Agenda
at a glance
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.
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.
Explore 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 later.
A vote on pricing
Product Marketing Manager
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
Get leaders to make decisions based on your forecast, and give the board a narrative it believes, including the parts that didnāt go to plan.
Numbers that get acted on
Product Marketing Manager
Our Stats
30+
Speakers
150+
Attendees
85%
Senior management
100+
Companies
What youāll get
out of the summit
ā A stronger case for FP&Aās seat in pricing decisions, backed by the data, questions and approval rules other teams have used to get one
ā Forecasting and budgeting models you can put to work the next day, from a hands-on working session with the people who built them
ā Peers across the co-located FP&A, CFO and Controller Summits who are working through the same decisions this year, and worth knowing long after February 24
Join the summit and discover how to...
Break the cycle
Step out of close, reforecast and board prep for a day. Earn 8+ CPD credits while you pressure-test your plan with peers whoāll tell you where itās weak.
Collaborate
Compare models, pricing calls and forecasting mistakes with FP&A, CFO and Controller peers. Bring your team and leave with contacts youāll call on all year.
Spark new ideas
Hear how other teams handled discount creep, missed NRR targets and price changes that didnāt land, then take back ideas you can test the following week.
Join the
conversation
Join a global community of finance leaders to exchange ideas, attend local meet-ups, get answers to your questions, and find new job opportunities. Join the discussion.
Got a question?
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.