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30

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51

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

Why
attend?

Join southern finance leaders for a high-impact day of strategic connections, AI-driven insight, and board-ready tools to fuel resilient growth.

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

Hear from our

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What our past
attendees said...

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summit highlights

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Maximizing ROI in M&A: A CFO's Guide to value creation and synergy capture

Christopher Toumajian, CFO, EP Wealth Advisors

Finance transformation through AI and modernization

John Dean, VP of Solution Advisory at SAP

Resilience, managing risk & planning for volatility

Oliver Diehm, CFO of N. American Brose

June 24, 2026
Austin Marriott South
Austin

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.

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Convince your boss

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.

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.

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.

Our Stats

15+

Speakers

75+

Attendees

95%

Senior management

50+

Companies

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 reshaping skills, organizational structure, 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

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 Effiom, our delegate sales rep to discuss team rates.

Book a call with Effiom

Discover FP&A Summit

June 24, 2026
Austin Marriott South
Austin

Download

your brochure

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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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.

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