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Event starts in:
109

days :

4

: hours :

6

minutes

29

until the summit starts

May 06, 2026
New York

CFO Summit
New York

The modern CFO advantage in action: hear how CFOs build clarity, control, and strategic influence to lead confidently through operational pressure, risk, and constant change.

Attendance is by application only. Request your invite today.

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to the summit

Request your invite to join this exclusive summit where CFOs gather to:

Pressure test how leading CFOs are navigating complexity, from operating model decisions to enterprise-wide influence in a volatile cycle.

Compare approaches with peers on creating clarity, maintaining control, and freeing capacity without increasing risk.

Examine where AI is genuinely changing finance work, separating practical time-saving applications from initiatives that add cost, complexity, or governance exposure.

Leave with proven frameworks for board-level communication, decision-ready insight, and where automation truly adds value.

Earn CPE/CPD credits while engaging in high-calibre peer discussion.

New York
May 6, 2026

Apply to join

A snapshot of

our speakers...

Ilana
Esterrich
CFO
Planned Parenthood Foundation of America
Amit
Singhi
CFO
Humanetics
Rachael
Methal
Former CFO, Advisor to CEO
Somos
Kate
Motonaga
CFO
Public Library of Science
Christina
Homburg
CFO
Koala Health
Caroline
McAuliffe
Senior Vice President and Head of Corporate Finance
Fannie Mae
Nikki
Mamedova
Senior Finance Executive, Office of the CFO
Royal Bank of Canada (RBC)
Dai
Shi
Development Committee Chair, Former CFO
The Washington Ballet
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May 06, 2026
New York

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.

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What you’ll get

out of the summit

→ Board-level clarity you can use immediately: Walk away with sharper ways to frame performance, risk, and opportunity, and lead higher-quality conversations with the CEO and board.

→ Time back without losing control: Learn what actually reduces workload in close, reporting, and governance, and where automation and AI deliver real value.

High-performing teams: Build talent, shape culture, and scale finance operations effectively.

→ A peer network worth showing up for: Meet CFOs facing the same pressure, compare approaches candidly, and leave with relationships you will use long after the event.

May 06, 2026
New York

CFO Summit

Agenda
at a glance

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Practical AI integration

Pinpoint where AI delivers measurable lift in close, forecasting, and decision support, then scale it with governance, auditability, and clear ownership.

Shape the narrative

Frame results, risk, and opportunity in a way that aligns the CEO and board, strengthens confidence, and withstands scrutiny.

Harden the risk posture

Set a practical, defensible approach to cyber, regulatory exposure, concentration risk, and model risk, without slowing execution.

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Influence the calls that matter across the business, align stakeholders, and keep momentum without finance becoming the bottleneck.

Stakeholder engagement

Product Marketing Manager

Move from scenario decks to triggers, decision points, and resource moves that guide action when assumptions shift.

Scenario planning

Product Marketing Manager

Clarify ownership, controls, and cadence across finance so work moves faster, standards rise, and senior attention stays focused where it counts.

Redesign accountability

Product Marketing Manager

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Our Stats

12+

Speakers

75+

Attendees

95%

Senior management

50+

Companies

Join the summit

and discover how to...

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Break the cycle

Step out of close, reporting, and constant escalation to reset priorities, pressure test decisions with peers, and return with clearer direction for future.

Collaborate

Trade notes with CFOs who carry the same accountability, compare approaches candidly, and build relationships that stay valuable long after the event.

Spark new ideas

Get fresh perspective on operating model choices, risk posture, and decision-making, then take practical frameworks back to your CEO, board, and leadership team.

Request
your invite

  • Unlock access to all sessions and the networking happy hour - earn up to 8 CPE/CPD credits.

  • Connect with 75+ CFOs and finance executives in an exclusive, invite-only setting.

  • Gain insights on strategic leadership, automation, and data-driven finance

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May 06, 2026
New York

Co-located with
Controller Summit

We’re hosting CFO Summit alongside Controller Summit, giving you access to a broader peer group across senior finance leadership and expanding the number of high-value conversations you can have in one day.

Bring your Controller or senior accounting leaders to Controller Summit to strengthen controllership, reporting rigor, and operational execution across the finance function, while you focus on the CFO agenda.

Chat with Effiom to discuss team rates.

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Discover Controller Summit

May 06, 2026
New York

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your brochure

Get an in-depth breakdown of what you can expect from the summit, download your brochure today.

Already know you want a seat at the table? Request your invite today to secure your spot.

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Executive
summary

  • A community of senior decision-makers

  • The world’s most influential companies

  • 75+ CFO & VP-level finance leaders

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partners   

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our

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Check out our

summit series...

Feb 26, 2026
FP&A Summit
San Jose

Find out more

Feb 26, 2026
CFO Summit
San Jose

Find out more

May 06, 2026
Controller Summit
New York

Find out more

May 06, 2026
CFO Summit
New York

Find out more

Jun 24, 2026
FP&A Summit
Austin

Find out more

Jun 24, 2026
CFO Summit
Austin

Find out more

Sep 24, 2026
FP&A Summit
Boston

Find out more

Sep 24, 2026
CFO Summit
Boston

Find out more

Nov 05, 2026
FP&A Summit
London

Find out more

Nov 05, 2026
CFO Summit
London

Find out more

Nov 17, 2026
CFO Summit
Chicago

Find out more

Got a question?

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