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CFO Summit
Chicago
Your 2027 plan won't survive the year exactly as expected. Join 75+ finance leaders at the summit built for decisions, not predictions.
Attendance is complimentary and by invitation only, with 8+ CPD credits to be earned.
Request
your invite
By November, most 2027 budgets will have just cleared sign-off.
Request your invite to join CFOs already building in ways to defend it once reality moves:
→ See exactly how fast peers are moving to re-cut a signed-off budget once Q1 numbers shift, what evidence actually triggers it, and who has the authority to approve it without restarting the full budget cycle.
→ Get specific on what other CFOs are choosing to absorb versus pass on when costs move mid-year, and where their read on the number differs from yours.
→ Hear exactly how peers are defending a plan to the board once the numbers underneath it have already started to shift.
Back to summits page
A snapshot of
our speakers...
What you’ll get
out of the summit
- The AI accountability map – where peers are letting AI touch the forecast, pricing, or close, and who signs off when nobody officially owns it.
- A redesigned team blueprint – how CFOs are restructuring finance as automation takes over the transactional work, and where they still won't hand over judgment.
- A capital allocation gut-check – how peers are deciding what gets funded, cut, or delayed right now.
- A CFO network worth keeping – off-the-record conversations with peers carrying your exact budget pressure.
Top up your
CPD credits
Earn 8+ continuing professional development (CPD) 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.
Agenda
at a glance
Own the AI forecast
AI is doing more of the modeling, but authority over the forecast doesn't move with it. What properly trained data and a real audit trail actually look like, and why "the model said so" isn't an acceptable answer when a number misses.
Borrowed conviction
Learn how to build boardroom confidence before you have all the answers. Hear from CFOs who learned the hard way what happens when decisions need to be made before the numbers are complete, and how they adapted.
The 2027 budget gets approved, then reality moves. How much has to shift before you actually reopen it, and what it costs to wait too long, or move too fast.
When the plan breaks
Product Marketing Manager
Where the job actually sits now: less owning every approval yourself, more setting the guardrails that let your VPs and directors make the call without you, and knowing when that's actually working.
The modern CFO
Product Marketing Manager
Strengthen your strategic leadership and elevate your impact as CFO by driving enterprise-wide planning, performance, and transformation.
Strategies to succeed
Product Marketing Manager
Our Stats
15+
Speakers
75+
Attendees
95%
Senior management
50+
Companies
Join the summit
and discover how to...
Break the cycle
Step out of budget-defense mode for one day and get a clear read on which parts of your 2027 plan are actually built to bend.
Collaborate
Trade perspectives and real mistakes with peers carrying the same tariff exposure, AI bets, and board scrutiny you are.
Spark new ideas
Leave with a specific answer to the question every CFO in the room is quietly asking: what happens when this plan doesn't survive contact with reality.
What our
attendees say...
Executive
summary
A community of senior decision-makers
The world’s most influential companies
75+ CFO & VP-level finance leaders
Previous attendees at
CFO Summit
Agenda
at a glance
Own the AI forecast
AI is doing more of the modeling, but authority over the forecast doesn't move with it. What properly trained data and a real audit trail actually look like, and why "the model said so" isn't an acceptable answer when a number misses.
Borrowed conviction
Learn how to build boardroom confidence before you have all the answers. Hear from CFOs who learned the hard way what happens when decisions need to be made before the numbers are complete, and how they adapted.
Lockton
VP, Risk
Magnolia Bakery
CFO
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
Margin under pressure
Capital and sourcing calls when the cost pressure isn't only coming from inside the business. Tariffs, rates, and input costs as the sharpest current case, and where CFOs are choosing to absorb, automate, or pass it on.
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.