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June 24, 2026
Austin Marriott South
4415 South IH 35
Austin

CFO Summit
Austin

Where finance leaders pressure-test the future, not just plan for it.

Attendance is by application only. Request your invite today.

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Agenda

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to the summit

We’re bringing together a select group of CFOs and senior finance leaders for a closed-door day of peer exchange on the decisions shaping the future of the finance function.

Connect with CFOs shaping enterprise strategy, and next-genaration operating models while balancing investor expectations and capital efficiency.

Pressure-test how AI, automation, and advanced analytics are delivering measurable ROI across the modern finance function.

Walk away with practical, board-ready frameworks to modernize finance in PE-backed, investor-led, and high-growth environments.

Austin
June 24, 2026

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A snapshot of

our speakers...

David
Chavez
CFO
CVS Health
Eric
Dutcher
CFO
Advanced Group
Trent
York
CFO
Furnished Finder
Kristopher
Wade
CFO
Maas Verde Landscape Restoration
Rina
Concha
Vice President, Credit Manager – Corporate & Institutional Banking
HSBC
Diego
de Aragão
SVP, Balance Sheet Executive Decision Support, Data Analytics & AI
Citi
Troy
Markusson
Vice President, Payroll
ABM Industries
Prawal
Goyal
CFO
Hays Electrical Services
Mathew
Reynders
VP of FP&A
Teads
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What our
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What you’ll

walk away with

Clarity on where the CFO mandate is heading.
Hear how finance leaders are adapting their operating models, capital strategy, and decision-making to meet the demands of the next decade.

Real-world approaches to modernizing finance.
Explore how peers are implementing AI, automation, and advanced analytics to drive efficiency, insight, and enterprise value.

Peer access to CFOs who 'get it'. Connect with leaders navigating the same challenges you face every day.

June 24, 2026
Austin Marriott South
Austin

Previous attendees at

CFO Summit

Get an in-depth breakdown of what you can expect from the summit, download your brochure today.

Already know you want a seat at the table? Request your invite today to secure your spot.

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Partnership opportunities

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Testimonials
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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.

June 24, 2026
Austin Marriott South
Austin

CFO Summit

Agenda
at a glance...

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Testimonials
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AI finance ROI

Discover how CFOs are turning AI into measurable business impact, streamlining processes, improving forecasting accuracy, and enabling smarter enterprise decisions.

Future CFO design

Future-proof your finance function by prioritising organizational structure, personal devlopment and technology to meet evolving enterprise demands.

Capital strategy mastery

Link capital allocation, growth planning, and long-term value creation to strengthen enterprise performance and investor confidence.

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Elevate finance leadership by mastering storytelling, data framing, and strategic communication at the executive and board level.

Boardroom influence

Product Marketing Manager

Prepare for evolving ESG disclosure and regulatory requirements by building finance-led systems, improving controls, and ensuring assurance readiness.

ESG and compliance

Product Marketing Manager

Build future-ready finance teams by bridging skill gaps, leveraging analytics, and enabling strategic business partnership.

Next-gen teams

Product Marketing Manager

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Our Stats

15+

Speakers

75+

Attendees

95%

Senior management

50+

Companies

June 24, 2026
Austin Marriott South
Austin

Top up your

CPD credits

Earn up to 8 CPD or CPE credits by attending:

1. Attend the summit

  1. 2. After the event, request your certificate of attendance

  2. 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.

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Convince your boss

Join the summit and discover how to...

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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.

Who's attending...

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By invite only:

join an exclusive

assembly of CFOs

  • Remain competitive, fine-tuning your Finance strategy with the help of innovative industry leaders.

  • Connect with 75+ CFOs and VPs in an exclusive, invite-only setting

Eligibility: C-suite & VP-level finance leaders at companies with 200+ employees and/or $50M+ annual revenue.

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Co-located with

FP&A Summit

We’re hosting CFO Summit alongside FP&A Summit so you can take advantage of even more networking opportunities.

Bring your team to FP&A Summit and upskill your entire finance team in just one day. It’s the perfect way to align on strategy and scale learnings across your org.

Chat with Matt, our delegate sales rep to discuss team rates.

FP&A Summit Austin
June 24, 2026

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Take a look at our past summits

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Check out our

summit series...

Feb 26, 2026
FP&A Summit
San Jose

Find out more

Feb 26, 2026
CFO Summit
San Jose

Find out more

May 07, 2026
Controller Summit
New York

Find out more

May 07, 2026
CFO Summit
New York

Find out more

Jun 24, 2026
FP&A Summit
Austin

Find out more

Jun 24, 2026
CFO Summit
Austin

Find out more

Oct 29, 2026
FP&A Summit
Boston

Find out more

Oct 29, 2026
CFO Summit
Boston

Find out more

Nov 05, 2026
FP&A Summit
London

Find out more

Nov 05, 2026
CFO Summit
London

Find out more

Nov 17, 2026
CFO Summit
Chicago

Find out more

Got a question?

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