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Event starts in:
98

days :

10

: hours :

56

minutes

25

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

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Why not bring along the whole team? Discover both of our co-located summit tracks - CFO Summit & FP&A Summit.

Or use the filter button below to get a full overview of both summit agendas.

Networking and exhibition
CFO Summit
Financial Planning and Analysis Summit
June 24
June 24
June 24
09:00
CFO Summit
Chairperson opening remarks
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09:15
CFO Summit
The finance function of the next era: Designing teams, tech, and workflows for today and tomorrow
Prawal Goyal, CFO, Hays Electrical Services
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09:15
Financial Planning and Analysis Summit
Rewiring FP&A for decision velocity
Mathew Reynders, VP of FP&A, Teads
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09:45
CFO Summit
AI in finance that actually works: Where CFOs are seeing measurable ROI
David Chavez, CFO, CVS Health
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09:45
Financial Planning and Analysis Summit
FP&A as the growth Architect: Building influence beyond the numbers
Amanda Hanson, Director of Finance, Product & Technology Strategy, Walmart
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10:15
CFO Summit
Rewiring the finance team: What disappears, what becomes critical
Troy Markusson, Vice President, Payroll, ABM Industries
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10:15
Financial Planning and Analysis Summit
Fireside chat - People, influence, and empathy: Human operating models that accelerate finance performance
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10:45
Networking and exhibition
Coffee break and networking
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11:15
CFO Summit
Beyond tools and ROI: The finance leader's investment in self
Trent York, CFO, Furnished Finder
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11:15
Financial Planning and Analysis Summit
From fragmented systems to financial clarity: Building the connected FP&A stack
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11:45
CFO Summit
The data truth problem: Fixing fragmented finance data without a 3-year transformation program
Diego de Aragão, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, Citi
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11:45
Financial Planning and Analysis Summit
Panel - The agentic ROI framework: Securing executive buy-in for autonomous finance
Puneet Thakkar, Finance Process & Transformation Lead, Google
Barrett Campbell, Former Finance Director, Google
Anthony Rossano, Senior Director, Financial Planning & Analysis, Indeed
Fred J., VP of Finance, SciPlay
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12:15
CFO Summit
Panel: Board-level finance - How CFOs influence strategy (not just validate it)
Katrina Montgomery, CFO, Austin Independent School District
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13:00
Networking and exhibition
Lunch
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14:00
CFO Summit
Moderated roundtable discussions
Kristopher Wade, CFO, Maas Verde Landscape Restoration
Mathew Reynders, VP of FP&A, Teads
Chad Seveland, CFO, Upbring
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14:15
Financial Planning and Analysis Summit
Capital at speed: Designing FP&A models that protect returns while funding growth
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14:45
CFO Summit
Panel - The CFO as enterprise value architect: Orchestrating capital, risk, and investor confidence
Rina Concha, Vice President, Credit Manager – Corporate & Institutional Banking, HSBC
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14:45
Financial Planning and Analysis Summit
Stop reporting unit economics. Start running the business with them.
Oscar Casanova, Head of of Finance, Commercial Marketing, Shopify
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15:30
Networking and exhibition
Afternoon coffee break
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15:45
Financial Planning and Analysis Summit
Trust at scale: Governing AI-driven finance without slowing it down
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16:00
CFO Summit
Inc master: Make a lasting impression on your organization
Eric Dutcher, CFO, Advanced Group
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16:15
Financial Planning and Analysis Summit
Forecasting isn’t enough: Start designing growth
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16:30
CFO Summit
The CFO as commercial weapon: How finance is driving pricing, growth strategy, and margin architecture
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17:00
CFO Summit
Closing remarks
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17:05
Networking and exhibition
Happy hour hosted by Finance Alliance
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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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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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