Why
attend?
Join Bay Area finance leaders for a high-impact day of strategic connections, AI-driven insight, and board-ready tools to fuel resilient growth.
Hear from our
past attendees...
What last year's
attendees said...
More events
in San Jose
Join us on December 11 for the Finance Leaders Dinner, a complimentary fine-dining event hosted by Finance Alliance and SAP that brings senior finance executives together for focused conversations on growth, customer engagement, and smarter financial decisions.
Seats are limited. Apply now to secure your place.
Watch previous
summit highlights
Maximizing ROI in M&A: A CFO's Guide to value creation and synergy capture
Christopher Toumajian, CFO, EP Wealth Advisors
Finance as a catalyst for innovation
Kevwe Ijatomi, Managing Director - FP&A and Strategic Finance, Google
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.
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.
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.
Two Cents:
Finance Talk
Learn how to navigate your way to the C-Suite and excel within your role with help from the Two Cents podcast.
Each episode features exclusive interviews with finance leaders and industry experts - all sharing their two cents on everything finance.
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.
Our Stats
30+
Speakers
150+
Attendees
95%
Senior management
100+
Companies
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
Join the
conversation
Join a global community of finance leaders to exchange ideas, attend local meet-ups, get answers to your questions, and find new job opportunities. Join the discussion.
Got a question?
Speak to the team
Want to find out more about the summit? We're a friendly bunch - get in touch.