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October 29, 2026
Boston Westin Seaport
425 Summer Street
Boston

Why
attend?

Every CFO in the room is dealing with the same uncertainty. Come find out how the ones pulling ahead are handling it.

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Hear why CFOs

love our summits...

October 29, 2026
Boston Westin Seaport
Boston

Top up your

CPD credits

Build your capability while earning 8+ CPD credits for a full day of senior-level insight, practical frameworks, and closed-door peer discussion.

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 accreditation*

*Please note, the specific requirements for claiming CPD credits can vary depending on your profession and the organization or regulatory body you work with.

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Convince your boss

Watch past
summit highlights

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AI in finance that actually works- Where CFOs are seeing measurable ROI

David Chavez, CFO, CVS Health

The data truth problem- Fixing fragmented finance data without a 3-year transformation program

Diego de Arağao, SVP, Balance Sheet Executive Decision Support, Data Analytics & AI, Citi

When insight doesn’t translate into action- Fixing the breakdown between analysis and executive decisions

Caroline McAuliffe, SVP & Head of Corporate Finance, Fannie Mae

What our
attendees say...

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What you’ll get

out of the summit

→ A sharper playbook for redesigning operating models and team structure before conditions force you to

→ A clear-eyed read on where technology and AI is actually creating advantage

→ A local CFO network built for candid, off-the-record conversations that keep paying off long after the summit ends

Join the summit

and discover how to...

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Break the cycle

Step away from the swings and the second-guessing. Come back with a clearer read on where to hold steady and where to move fast next quarter.

Collaborate

Trade real numbers with CFOs who know the pressure of walking into a boardroom without every answer, and having to sound sure anyway.

Spark new ideas

Walk away with ideas on capital, AI, and team structure that are actually worth stealing, not just noting down.

October 29, 2026
Boston Westin Seaport
Boston

CFO Summit

Agenda
at a glance

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Testimonials
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AI as advantage

Every finance function has AI now. Very few have turned it into a real advantage. Discover how to turn experimentation into scalable workflows for efficiency and impact.

Capital allocation

Growth, efficiency, AI, and risk are all competing for the same budget. See where your peers are actually placing their bets, and where they're pulling back.

Confident leadership

Assumptions break, forecasts move, and the board still wants a straight answer. Explore how CFOs create clarity and drive decisions when the data won't cooperate.

Testimonials
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Some companies respond to disruption in days. Others take quarters. See the operating model and team choices that make the difference.

Organizational adaptability

Product Marketing Manager

The skills that got your team here won't be the skills that maintain wider influence. Gain expert perspectives on how CFOs are rebuilding talent and structure for what's next.

Next-gen finance

Product Marketing Manager

Boards and investors don't want more reporting, they want conviction. Understand what actually earns their confidence, and what quietly erodes it.

Boardroom confidence

Product Marketing Manager

Our Stats

30+

Speakers

150+

Attendees

95%

Senior management

100+

Companies

October 29, 2026
Boston Westin Seaport
Boston

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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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