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January 28, 2026

FP&A

Summit

The value of FP&A comes from the decisions it enables, not just the insights it produces.

Uncover how teams build decision-ready analytics, trusted reporting, adaptive ways of working, and stronger partnerships. Gain practical strategies that help you forecast smarter, communicate more effectively, and deliver measurable strategic value.

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Move beyond static planning and see how high-performing FP&A teams operate with speed, confidence, and influence in today’s volatile environment.

Across five core pillars, explore how modern FP&A drives real decisions and business momentum:

→ Intelligent operations: Build processes and systems that cut friction and sharpen execution.

→ Decision-ready analytics: Deliver insights that land at the moment decisions are made.

→ Future-ready capability: Equip teams with the skills and operating rhythm needed to sustain impact.

→ Trusted reporting: Reinforce confidence through governance that supports accuracy and alignment.

→ Strategic influence: Shape conversations, challenge assumptions, and move the business forward.

San Francisco
September 4 - 5, 2024

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Meet our

speakers...

Stephen
Ejide
Former Director, Financial Planning & Analysis and Contract Management
Microsoft
Rivoningo
Ntlemo
Director - Africa FP&A Value Chains
The Coca Cola Company
Eric
Dutcher
CFO
Advanced Group
Travis
Lopez
CFO
Canyon Bicycles
Rachael
Methal
Former CFO, Advisor to CEO
Somos, Inc.
Valeria
Gutowski
SVP of Finance & CAO
Norstella
Govil
Kumar Gopal
Director FP&A
Honeywell
Nathaniel
Yeak
VP of Finance
TOMS
Barrett
Campbell
Former Director of Finance
Google
Ricky
Koo
Senior Director of Finance
Autodesk
Puneet
Thakkar
Finance Process & Transformation Lead
Google
Caroline
McAuliffe
SVP & Head of Corporate Finance
Fannie Mae
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Our Stats

12+

Speakers

800+

Attendees

8+

Sessions

$0

Cost to attend

January 28, 2026

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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Explore the

agenda

The event will kick off at 9am ET | 6am PST | 2pm GMT.

Tune in live to get the most out of the sessions and ask questions directly to our expert speakers

January 28
January 28
January 28
14:00
FP&A Summit
The future of FP&A: From insight to impact
Caroline McAuliffe, SVP & Head of Corporate Finance, Fannie Mae
14:45
FP&A Summit
The credibility gap: Building trust in numbers, narratives, and judgement
Rivoningo Ntlemo, Director - Africa FP&A Value Chains, The Coca Cola Company
15:30
FP&A Summit
Agile finance in action
Eric Dutcher, CFO, Advanced Group
16:15
FP&A Summit
Panel | Inside the decision moment: What executives actually need from FP&A to make confident calls
Stephen Ejide, Former Director, Financial Planning & Analysis and Contract Management, Microsoft
Nathaniel Yeak, VP of Finance, TOMS
Travis Lopez, CFO, Canyon Bicycles
Govil Kumar Gopal, Director FP&A, Honeywell
17:15
FP&A Summit
The agentic finance operating model: From ‘live enterprise’ to autonomous execution
Puneet Thakkar, Finance Process & Transformation Lead, Google
18:00
FP&A Summit
The art of FP&A negotiation: Using data, framing, and influence to drive better decisions
Ricky Koo, Senior Director of Finance, Autodesk
18:45
FP&A Summit
Panel | Leading high-performance finance teams: Building adaptability, focus, and strategic clarity at scale
Rachael Methal, Former CFO, Advisor to CEO, Somos, Inc.
Valeria Gutowski, SVP of Finance & CAO, Norstella
Barrett Campbell, Former Director of Finance, Google

Why you need

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What you'll get

out of the event

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Smarter Finance Operations

Explore modern planning and forecasting systems, automation, and connected data workflows that improve accuracy, reduce manual effort, and give FP&A teams more time for meaningful strategic analysis.

Data executives actually use

Learn how leading FP&A teams transform complex data into clear, actionable insights, refine scenario modelling, and deliver performance visibility that helps leaders move faster with confidence.

Elevated strategic influence

Hear how high-performing FP&A professionals strengthen their communication, sharpen their judgement, and build the influence required to shape decisions and guide organizational strategy.

FAQS

Will sessions be recorded?

All sessions will be recorded and available to watch OnDemand after the event for all attendees, subject to speaker approval. To access the recordings, you must pre-register, as they cannot be shared.


How do I join live sessions?

You will receive a unique joining link the day before the summit. Simply follow the link in your email to access the event.

What time will the live sessions begin?


The event will kick off at 9am ET | 6am PST | 2pm GMT.

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January 28, 2026

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Want to spotlight your brand in front of 800+ FP&A leaders at the FP&A Summit?

Partner with us to build brand awareness, cement your place as an industry leader, and accelerate your sales cycle.

Download our media guide for more info, or get in touch with Jack to find out how you can collaborate with us.

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January 28, 2026

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Nov 05, 2026
FP&A Summit London
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Nov 17, 2026
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