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February 26, 2026
San Jose Marriott
301 South Market Street
San Jose

Why
attend?

Step beyond your day-to-day and discover how leading finance teams are turning data into decisive action.

Redefine your business impact with modern FP&A.

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Hear why attendees

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Watch previous
summit highlights

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Agile FP&A - Accelerating the 'feedback loop'

GMax Das, Senior Director & Finance Head, Document Cloud, Adobe.

Redefining what finance is really about

Siqi Chen, Founder & CEO, Runway

Scaling with AI - The future of risk and documentation

Nick Tiscornia, Chief Business Officer, Klarity

February 26, 2026
San Jose Marriott
San Jose

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.

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What our
attendees say...

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February 26, 2026
San Jose Marriott
San Jose

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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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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

Leverage AI-driven FP&A to unlock autonomous forecasting, real-time insights, and agentic tools to scale business performance.

Data-driven success

Strengthen decision-making with advanced governance and visualization - turn complex financial data into clear, trusted, and actionable insight.

Risk management

Strengthen your ability to identify emerging risks, translate cyber and operational exposure into clear financial impact, and deliver exec recommendations with clarity and conviction.

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Unlock growth through partnership - frame financial narratives that drive meaningful organizational outcomes and deliver decision-ready insight .

Business partner like a pro

Product Marketing Manager

Enhance your scenario planning with decision-focused modelling that turns fast-moving data into clear strategy, sharp forecasts, and strong choices in uncertain conditions.

Scenario planning

Product Marketing Manager

Gain the perspectives and leadership skills that elevate FP&A professionals, from sharpening decision influence to building the strategic presence today’s finance teams demand.

Strategies to succeed

Product Marketing Manager

Our Stats

30+

Speakers

150+

Attendees

85%

Senior management

100+

Companies

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.

Join the summit and discover how to...

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Break the cycle

Step away from the daily grind. Get the insights you need to stay ahead of the competition and keep up to date with the rapidly evolving finance industry.

Collaborate

Engage with cross-industry peers in a fresh setting to unlock creativity and fuel growth, bring your team, expand your network, and build lasting connections.

Spark new ideas

Fuel your curiosity, share innovative ideas, and exchange perspectives on current FP&A challenges to overcome problems effectively.

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.

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our team?

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