SpeakersAgendaWhy attendVenuePartners
Locations ▼

Get invited

Register

Request to partner

Request your invite

Event starts in:
77

days :

1

: hours :

51

minutes

16

until the event starts

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

Agenda
at a glance

Sponsor

Download brochure

Request your invite

What's on
Networking and exhibition
CFO Summit
FP&A Summit
February 26
February 26
February 26
08:00
Networking and exhibition
Registration and networking breakfast
See the details
09:00
CFO Summit
Welcome and chairperson opening remarks
Erik Nakamura, CFO, Journal Technologies
See the details
09:00
FP&A Summit
FP&A in the age of AI: Mastering the 4 quotients (EQ, IQ, TQ, and AQ)
Julia Kozlov, Head of Finance, Intercare Therapy, Inc.
See the details
09:15
CFO Summit
Precision, clarity, confidence: How high performing finance teams earn stakeholder trust in volatile markets
Tony Gonnella, CFO, Hitachi Vantara
See the details
09:15
FP&A Summit
The new frontier of FP&A
Kate Mikolenko, VP, Chief Accounting Officer, inDrive
See the details
09:45
CFO Summit
Panel | Mindset is the new multiplier: How CFOs build adaptive, high-performing & AI-ready finance teams
Aaron George, VP, Corporate Finance & Treasury, Blue Shield of California
Nikki Mamedova, Senior Finance Executive, Office of the CFO, Royal Bank of Canada (RBC)
Janani Venkatesan, Senior Director, Financial Transformation, Hubspot
David Dang, Head of Strategic Finance, Growth Initiatives, Lyft
See the details
09:45
FP&A Summit
The FP&A approach to sales compensation and territory planning
Joy Mbanugo, CFO, CXAI
See the details
10:30
Networking and exhibition
Morning break
See the details
10:45
FP&A Summit
The value advantage: Enabling smarter growth through connected finance tools
See the details
11:00
CFO Summit
Roundtable discussions | Peer perspectives: Creating the blueprint for financial resilience
See the details
11:15
FP&A Summit
Panel - FP&A as the growth architect: Building influence beyond the numbers
Georgios Bamparoutsis, FP&A Director, Ampure
Nathaniel Yaek, VP of Finance, TOMS
David Dang, Head of Strategic Finance, Growth Initiatives, Lyft
Michel Attar, VP, Global Strategic Initiatives, Finance & Business Operations, NBCUniversal
See the details
11:45
CFO Summit
Turning ESG into enterprise value: The CFO blueprint for reliable reporting and real impact
See the details
12:15
CFO Summit
The transformational CFO: Owning the mandate for digital and enterprise-wide change
See the details
12:45
Networking and exhibition
Lunch break
See the details
13:45
CFO Summit
Panel | One vision, one agenda: Driving enterprise value through CFO-CEO-board alignment
Richard Tout, CFO, ETAP
Vrinda Shah, VP, FP&A, Grammarly
Sana Deshmukh, VP of Finance, Yext
See the details
14:15
FP&A Summit
Modern finance transformation: Aligning people, process, and performance
See the details
14:30
CFO Summit
The new capital playbook: Winning when rates rise and uncertainty rules
See the details
14:45
FP&A Summit
Rebuilding the finance engine: What transformation really means for FP&A
Meera Raman, VP Finance Transformation, Amplify
See the details
15:00
Networking and exhibition
Afternoon break
See the details
15:30
CFO Summit
Guardians of enterprise risk: How CFOs lead cybersecurity, resilience and continuity in an unpredictable world
See the details
15:45
FP&A Summit
Fireside chat - The culture shift in finance: Building adaptive, insight-led teams
See the details
16:00
CFO Summit
Interactive session | The four CFO archetypes: Discover your style, strengths and strategic edge
Erik Nakamura, CFO, Journal Technologies
See the details
16:15
FP&A Summit
The new trust mandate: Elevating finance through risk, ESG, and resilience
See the details
16:45
CFO Summit
Chairperson's closing remarks
Erik Nakamura, CFO, Journal Technologies
See the details
17:00
Networking and exhibition
Happy hour sponsored by Finance Alliance
See the details
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 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.

Sponsor

Download brochure

Convince your boss

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.

San Jose
February 26, 2026

Apply to join

Got a question?

Speak to the team

Want to find out more about the summit? We're a friendly bunch - get in touch.

Request your invite

Schedule a call

Want to contact

our team?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Elena Simou
Speaker enquiries

Matthew Simmonds

Media partner enquiries

Jack Grant
Partnership enquiries

Useful links

Contact us

Privacy

made with Acara

Join the conversation