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September 25, 2025
The Westin Copley Place
10 Huntington Avenue
Boston

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Join our Interactive, hands-on workshop sessions and leave with practical takeaways.

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What's on
Networking and exhibition
CFO Summit
Workshops
FP&A Summit
CFO Summit
FP&A Summit
CFO Summit
CFO Summit
08:00
Networking and 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
Jamex Xu, FP&A Lead, Philips
Lara Smith Weber, CFO, Inari
Orli Shvartzman, Director, Corporate Financial Planning and Analysis, Balt
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10:45
Networking and exhibition
Coffee break and networking
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11:15
Workshops
Workshop | When strategy moves faster than systems: What CFOs do next
Laz Pastrikos, Director, Revenue Advisory, Zuora
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12:15
CFO Summit
Hosted roundtable discussions: Choose your topic and collaborate
Kevin Neary, VP of Finance, Brainly
Dave Collins, Director, Go-to-Market Enablement, Strategic Alliances, OneStream Software
Agnes Engmann, Co-Founder & CFO, Anchora Consulting
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13:00
Networking and 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 and exhibition
Coffee break and networking
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15:45
Workshops
Workshop | CFO Playbook: Best practices for a high-impact planning & budgeting season
Tom Kelly, Sr. Director Product Management, Oracle NetSuite
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16:45
CFO Summit
Closing remarks
Brian Kalish, Principal, Kalish Consulting
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17:00
Networking and exhibition
Happy hour sponsored by Finance Alliance
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FP&A Summit
09:15
FP&A Summit
Welcome and opening remarks
Brian Kalish, Principal, Kalish Consulting
See the details
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
Jamex Xu, FP&A Lead, Philips
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
Anitha Bala, Former Director of Finance, Crown Castle
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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16:45
FP&A Summit
Closing remarks
Brian Kalish, Principal, Kalish Consulting
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