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CFO Summit
Austin
Where finance leaders pressure-test the future, not just plan for it.
The CFO mandate is being rewritten. Be in the room with Texan finance executives shaping what comes next.
Secure your invite
to the summit
We’re bringing together an exclusive community of southern leaders shaping the future of finance for a day of high-impact networking, learning, and discussion, so you can:
- Connect with CFOs shaping enterprise strategy, workforce productivity, and next-gen operating models while balancing investor expectations, capital efficiency, and long-term performance.
- Unlock AI, automation, and advanced analytics strategies delivering measurable ROI today. Strength your forecasting accuracy, workforce planning, and make faster capital allocation decisions.
- Gain practical, board-ready frameworks to drive capital resilience, maximize enterprise value, and modernize your finance function in PE-backed, investor-led, and high-growth environments.
What our
attendees say...
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.
A snapshot of
our past speakers...
What you’ll get
out of the summit
- Executive foresight to stay ahead of the curve – anticipate disruption, align strategy with investor expectations, and make confident enterprise decisions before market forces dictate.
- Proven playbooks and transformation tactics - actionable approaches to modernize finance teams, optimize workforce productivity, deploy AI/automation, and drive capital efficiency immediately.
- Peer access to CFOs who get it – connect with leaders navigating the same high-pressure, PE-backed, and high-growth environments, and exchange insights you can apply in real time.
Agenda
at a glance...
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 reshaping skills, organizational structure, and technology to meet evolving enterprise demands.
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
Our Stats
15+
Speakers
75+
Attendees
95%
Senior management
50+
Companies
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.
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
partners
Our summit partners
Executive
summary
A community of senior finance decision-makers
The world’s most influential companies
75+ CFO's and VP's of Finance
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.