Why
attend?
Spend one day with the Bay Area’s senior finance leaders comparing capital calls, from equity and headcount to the board, and leave with a sharper plan for 2027.
Hear from our
past attendees...
What last year's
attendees said...
Watch previous
summit highlights
Maximizing ROI in M&A: A CFO's Guide to value creation and synergy capture
Christopher Toumajian, CFO, EP Wealth Advisors
Finance as a catalyst for innovation
Kevwe Ijatomi, Managing Director - FP&A and Strategic Finance, Google
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.
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
Magnolia Bakery
CFO
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
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
The equity playbook: How peers set SBC burn-rate targets, dilution ceilings and refresh-grant limits.
An allocation benchmark: Where other CFOs are putting the next dollar (compute, headcount, inventory) and what they’ve cut.
A board-ready case: What audit committee chairs want from the CFO in Q1, straight from the board side.
A CFO bench: Bay Area peers to call before your next hard decision.
Two Cents:
Finance Talk
Learn how to navigate your way to the C-Suite and excel within your role with help from the Two Cents podcast.
Each episode features exclusive interviews with finance leaders and industry experts - all sharing their two cents on everything finance.
Join the summit and walk away with...
A clear head
One day out of budget season to look at your 2027 capital calls with fresh eyes.
A CFO bench
Bay Area peers facing the same decisions, and people to call when the next one lands.
Frameworks that work
How other CFOs run SBC, allocation and board reporting, including what they’d change.
Agenda
at a glance
Compute vs. headcount
Decide who owns the call when compute and people come out of the same dollar, and see how peers are splitting it in 2027.
Capital allocation
See where peer CFOs are putting the next dollar, what they cut to fund it, and the calls they’d take back.
Hear what audit committee chairs want from the CFO in Q1, and build a board case that holds up under questioning.
The board’s view
Product Marketing Manager
Protect cash and margin as tariffs reshape sourcing, inventory and the hardware balance sheet.
Tariffs and inventory
Product Marketing Manager
Weigh what changes when finance takes the operating seat, and what breaks when the CFO is also the COO.
The CFO remit
Product Marketing Manager
The boardroom → the plan → the close
3 summits, 1 unrivaled gathering in San Jose
Your own CFO-only track, agenda and speakers, plus access to the whole finance function for networking and happy hour.
That means the FP&A leaders who build your plan and the controllers who close your books, all in the same building on February 24.
Our Stats
30+
Speakers
250+
Attendees
85%
Senior management
150+
Companies
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.
Got a question?
Speak to the team
Want to find out more about the summit? We're a friendly bunch - get in touch.