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Event starts in:
32

days :

12

: hours :

19

minutes

42

until the summit starts

October 29, 2026
Westin Boston Seaport
425 Summer Street
Boston

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agenda...

Discover both of our co-located summit tracks, FP&A Summit and CFO Summit.

Or use the filter button below to get a full overview of both summit agendas.

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What's on
Networking & exhibition
FP&A Summit
CFO Summit
FP&A Summit
FP&A Summit
FP&A Summit
08:00
Networking & exhibition
Registration and networking breakfast
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09:00
FP&A Summit
Welcome and opening remarks
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09:05
FP&A Summit
From R&D to commercial: How FP&A is critical to a successful transition
Fabien Vial, VP, FP&A, uniQure
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09:15
CFO Summit
What's missing from most governance frameworks when it comes to autonomous AI systems
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09:35
FP&A Summit
Forecasting against a moving target: Planning through uncertainty
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09:45
CFO Summit
The capital allocation tell: What your budget actually reveals about your conviction
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10:05
FP&A Summit
The attention deficit: Engineering AI-guided decision ecosystems over static reports
Prakrit Nepal, Director of Financial Planning and Analysis, Connection
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10:35
Networking & exhibition
Coffee break
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10:45
CFO Summit
Vibe coding live: Building a purchase order agent from scratch
Dave Sackett, VP of Finance, Persimmon Technologies
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11:05
FP&A Summit
Panel - The future of FP&A: What will separate great finance teams by 2030?
Persia Setna, Senior Manager, Financial Planning and Analysis, Restaurant365
Jennifer Gates, Director, Financial Planning & Analysis, Pegasystems
Jessica Conroy, Associate Director, FP&A, United Therapeutics Corporation
Sam Berkowitz, Senior Strategic Revenue Manager, G-P
Gaurav Walawalkar, Finance Manager, Amazon
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11:30
CFO Summit
Panel - The confidence architecture: What boards, CEOs, and investors actually need from finance
Dan Carducci, VP of Finance, CloudZero
Max Nesbit, Vice President of FP&A, Brunt Workwear
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11:50
FP&A Summit
Roundtable discussions
Esel Shemmeri, Director of Sales Finance, Charles River Development, A State Street Company
Ami Patel, Associate Director of Finance, RoslinCT
Anitha Bala, Former Director of Finance, Crown Castle
Soureesh Ghosh, Strategic Finance and BizOps Lead, Instagram
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12:35
Networking & exhibition
Lunch break
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13:35
FP&A Summit
Your playbook for turning financial insight into executive action with AI-powered visualisation
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14:00
CFO Summit
The efficiency trap: Why blanket cost cuts quietly cut capability too
Caroline McAuliffe, SVP and Head of Corporate Finance, Fannie Mae
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14:05
FP&A Summit
Panel - Why finance transformation fails: Lessons from the front line
Polina Nyer, Senior FP&A Analyst - Global PS Strategy, HP
Roman Labutin, Chief Financial Officer, WI Harper Group
Edwin Llance, Senior Director FP&A, Barton Associates Inc.
Max Nesbit, Vice President of FP&A, Brunt Workwear
Bina Negandhi, VP, FP&A, Semrush
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14:30
CFO Summit
Building the next gen finance function
Roman Labutin, Chief Financial Officer, WI Harper Group
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14:50
FP&A Summit
Quick-fire networking: FP&A speed dating
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15:20
Networking & exhibition
Coffee break
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15:30
CFO Summit
Panel - The organizational resilience myth: Why some companies emerge stronger from disruption
Kate Motonaga, CFO, Public Library of Science
Lara Smith Weber, CFO, Fractyl Health
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15:50
FP&A Summit
The AI value challenge: Turning finance’s biggest technology bet into business results
Sue Aksaz, Director of Corporate Finance, Forter
Kevin Neary, VP of Finance, Brainly
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16:20
FP&A Summit
Double the revenue, same team: Scaling finance without scaling complexity
Lisa Arce, Previously Head of FP&A, Mozilla
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16:50
FP&A Summit
Closing remarks
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17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
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Get your ticket

for the summit

Join a room of your finance peers who understand the pressure behind the forecast, the politics behind planning, and the scrutiny behind every number.

Across one focused day, you’ll:

→ Benchmark how high-performing FP&A teams are improving planning, forecasting, and decision support.

→ Unlock transformational gains with AI to improve forecast accuracy, cut the busy work, and sharpen analysis, without sacrificing compliance.

→ Build relationships with finance peers facing the same planning pressures, and leave with practical ideas, trusted connections, and fresh perspectives you can apply immediately.

Boston
October 29, 2026

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