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CFO Summit
San Jose
The CFO is evolving. Connect with fellow finance leaders who're redefining the role and become an architect of enterprise growth & transformation
Attendance is by application only. Request your invite today.
Secure your invite
to the summit
We’re bringing together an exclusive community of Bay Area leaders shaping the future of finance for a day of high-impact networking, learning, and discussion, so you can:
→ Connect with CFOs who are shaping enterprise strategy, designing next-gen operating models, and securing long-term performance.
→ Unlock advanced AI, automation, and analytics strategies to strengthen forecasting capabilities and support faster, more confident decision-making.
→ Gain practical, board-ready frameworks to build capital resilience, modernize your finance function, and reinforce leadership confidence to fuel sustained growth.
What our
attendees say...
Top up your
CPD credits
Earn up to 8 continuing professional development (CPD) or education (CPE) credits by attending:
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 the organization or regulatory body you work with.
A snapshot of
our speakers...
What you’ll get
out of the summit
→ The executive-level insight to see around corners, anticipate disruption, and make confident enterprise decisions before the market forces your hand.
→ Proven models, playbooks, and transformation tactics you can take back to your team and put into motion immediately.
→ Connect with those who truly 'get it' and get direct access to CFOs dealing with the same pressure, pace, and transformation challenges you face every day.
Agenda
at a glance
Intelligent finance
Optimize your intelligent finance ecosystem with AI to drive stronger forecasting, deeper insights, and more confident enterprise decisions.
ESG and regulation
Prepare for new disclosure rules by improving data quality, tightening controls, and building finance-led systems ready for assurance.
Build confidence through data-grounded communication that enhances understanding and supports transformation across the business.
Trust and transparency
Product Marketing Manager
Learn how to build organizational strength by aligning capital allocation, liquidity planning, and forecasting to navigate ongoing economic pressure.
Strategic resilience
Product Marketing Manager
Discover how to build a finance function that’s ready for the future with stronger AI skills, enhanced business partnering, and a modern talent strategy.
Next-gen finance teams
Product Marketing Manager
Intelligent finance
Discover how to deploy AI, automation, and predictive analytics to modernize forecasting, accelerate insight, and elevate strategic decision-making.
ESG and regulation
Prepare for new disclosure rules by improving data quality, tightening controls, and building finance-led systems ready for assurance.
Lockton
VP, Risk
Mars
CFO, Veterinary Health
MathWorks
CFO
Micron Technology
CFO, Commercial & Component Group
Planned Parenthood Federation of America
CFO
Poshmark
SVP, Finance, Accounting & Legal
Ringcentral
SVP, Financial Planning & Analysis
Royal Bank of Canada
Office of the CFO
Schneider Electric
CFO Field Device
Summit Partners
VP, Finance Operating Partner
WWF
Head of Finance Systems Transformation
Enterprise transformation
Explore how to lead cross-functional change, manage investment trade-offs, and advance strategic growth through stronger executive and board alignment.
Co-located with
FP&A Summit
We’re hosting CFO Summit alongside FP&A Summit, so you can take advantage of even more networking opportunities.
Bring your team to FP&A Summit and upskill your entire finance team in just one day. It’s the perfect way to align on strategy and scale learnings across your org.
Chat with Effiom to discuss team rates.
Our Stats
30+
Speakers
150+
Attendees
95%
Senior management
100+
Companies
Join the summit and discover how to...
Break the cycle
Step away from operational noise and discover new ways to think about transformation, performance, and leadership.
Collaborate
Collaborate with senior leaders who understand your world, expand your circle of trusted peers, and uncover new avenues for partnership.
Spark new ideas
Challenge conventional approaches and explore fresh perspectives that help you solve today’s complex finance problems more effectively.
Executive
summary
A community of senior finance decision-makers
The world’s most influential companies
150+ attendees
Take a look at our past summits
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Check out our
summit series...
Got a question?
Speak to the team
Want to find out more about the summit? We're a friendly bunch - get in touch.