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Event starts in:
110

days :

19

: hours :

8

minutes

41

until the event starts

October 29, 2026
Boston Westin Seaport
425 Summer Street
Boston

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2025 agenda

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What's on
Networking & exhibition
CFO Summit
Workshops
FP&A Summit
CFO Summit
FP&A Summit
CFO Summit
CFO Summit
08:00
Networking & exhibition
Registration and networking breakfast
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09:15
CFO Summit
Welcome and opening remarks
Brian Kalish, Principal, Kalish Consulting
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09:30
CFO Summit
The evolving roles of a CFO: A conversation on strategic influence and executive leadership
Amit Singhi, CFO, Humanetics
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10:00
CFO Summit
Panel discussion | Integrated and extended planning: Unifying strategy, finance, and operations
Lara Smith Weber, CFO, Inari
Orli Shvartzman, Director, Corporate Financial Planning and Analysis, Balt
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10:45
Networking & exhibition
Coffee break and networking
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11:15
Workshops
Workshop | When strategy moves faster than systems: What CFOs do next
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12:15
CFO Summit
Hosted roundtable discussions: Choose your topic and collaborate
Kevin Neary, VP of Finance, Brainly
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13:00
Networking & exhibition
Lunch break
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14:00
CFO Summit
From forecasts to flexibility: The CFO’s role in scenario planning
Monica Cantonetti, VP Global Finance, Chiesi
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14:30
CFO Summit
Panel discussion | Building the backbone of xP&A: Modern finance infrastructure for resilience and agility
Nikki Mamedova, Senior Finance Executive, Office of the CFO, Royal Bank of Canada (RBC)
Lucie Thomas, Chief Financial Officer (Power Products Division), Schneider Electric
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15:15
Networking & exhibition
Coffee break and networking
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15:45
Workshops
Workshop | CFO Playbook: Best practices for a high-impact planning & budgeting season
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16:45
CFO Summit
Closing remarks
Brian Kalish, Principal, Kalish Consulting
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17:00
Networking & exhibition
Happy hour sponsored by Finance Alliance
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FP&A Summit
09:30
FP&A Summit
The evolving roles of a CFO: A conversation on strategic influence and executive leadership
Amit Singhi, CFO, Humanetics
See the details
10:00
FP&A Summit
Panel discussion | Integrated and extended planning: Unifying strategy, finance, and operations
Lara Smith Weber, CFO, Inari
Orli Shvartzman, Director, Corporate Financial Planning and Analysis, Balt
See the details
11:15
FP&A Summit
AI beyond technology: Why behavior change is finance’s biggest challenge
Esel Shemmeri, Director of Sales Finance, Charles River Development, A State Street Company
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11:45
FP&A Summit
Hosted roundtable discussions: Choose your topic and collaborate
Orli Shvartzman, Director, Corporate Financial Planning and Analysis, Balt
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12:30
FP&A Summit
From data to decisions: Elevating FP&A through strategic storytelling, business partnership, and digital intelligence
Vaibhav Kukreja, Director of Finance, Elanco
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14:00
FP&A Summit
AI and automation: Transforming FP&A for faster and smarter decision-making
Sue Aksaz, Director of Corporate Finance, Forter
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14:30
FP&A Summit
Fireside chat | Reporting with impact: Drive informed decision-making with effective financial storytelling
William Chen, Senior Director of Finance, Mevion Medical Systems
Brian Kalish, Principal, Kalish Consulting
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15:00
FP&A Summit
Future of the finance team: Resetting, reskilling, rightsizing for digital and analytical demands
Kevin Neary, VP of Finance, Brainly
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16:00
FP&A Summit
Panel discussion | Building the backbone of xP&A: Modern finance infrastructure for resilience and agility
Nikki Mamedova, Senior Finance Executive, Office of the CFO, Royal Bank of Canada (RBC)
Lucie Thomas, Chief Financial Officer (Power Products Division), Schneider Electric
Matt Ficca, Senior Vice President of Finance & Administration, GLOBO
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to the summit

CFO risk appetite swung from 59% to 48% and back to 59% across three consecutive Deloitte surveys this year. The market didn't move that fast. Confidence did.

Request your seat at the CFO summit so you can:

→ See how peer CFOs are holding their capital allocation steady between growth, efficiency, and risk, even as conditions swing under them

→ Build a playbook for making the call when the data's incomplete, and defending it to the board when the market changes its mind again next quarter

→ Discover what's actually separating the finance functions turning new technology into real advantage from the ones just adding tools

→ Build your local CFO network, candid conversations with peers under the exact same pressure you are

Boston
October 29, 2026

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