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September 24, 2026

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

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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Secure your invite

to the summit

Join this exclusive, invite-only gathering of C-suite finance leaders. Request your invite to take advantage of this unrivaled networking, and learning opportunity so you can:

- Build local a network of connections within our global CFO community

- Take the risk out of AI integration by tapping into the insights of leaders who’ve already made it work.

- Transform your finance function into an agile, AI-powered operation

Bring your team! This summit will be co-located with FP&A Summit - upskill your team with each hyper-focused content track and benefit from shared networking.

Boston
September 24, 2026

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