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CFO Summit
San Jose 2025

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AI in finance that actually works- Where CFOs are seeing measurable ROI

David Chavez, CFO, CVS Health

The data truth problem- Fixing fragmented finance data without a 3-year transformation program

Diego de Arağao, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, Citi

When insight doesn’t translate into action- Fixing the breakdown between analysis and executive decisions

Caroline McAuliffe, SVP & Head of Corporate Finance, Fannie Mae

Our Stats

15+

Speakers

75+

Attendees

95%

Senior management

50+

Companies

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November 17, 2026
Embassy Suites Magnificent Mile
Chicago

“Fantastic format and opportunities to network and share best practices. Amazing people, I really enjoyed the event!"

Sr. Director, Customer Success, Microsoft

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Testimonials
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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.

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.

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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

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A snapshot of

our speakers...

Amit
Singhi
CFO
Humanetics
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November 17, 2026
Embassy Suites Magnificent Mile
Chicago

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