Date: March 16 - 17, 2027
Time: 11:30 a.m. – 12:55 p.m. PT
The future is now—Drive what’s next
The future of finance is already taking shape. The Future of Finance Summit explores the forces transforming business and the profession, from strategy, AI, and cybersecurity to capital, governance, and the evolving finance function.
Through forward-looking conversations and real-world insights, discover how organizations are navigating change, creating enterprise value, and preparing for what’s ahead. Gain fresh perspectives, practical ideas, and meaningful connections to help you lead with confidence and drive what’s next.
Save $50 when you register by Feb. 2, 2027.
1000005467
In-Person
CFOs, CAOs, CAEs, CEOs, Corporate finance and accounting leaders at mid-market and growth-stage companies
Business Management & Organization
Intermediate
General knowledge of accounting, finance, or business operations.
None
CEOs share what they need most from today’s finance leaders and how CFOs can turn strategic goals into investment priorities, operational action, and measurable growth. The conversation will explore when finance should support, challenge, or help redirect enterprise strategy.
The CFO’s mandate now extends far beyond financial stewardship into strategy, technology, talent, risk, and enterprise transformation. Panelists will share how their roles have changed since generative AI entered mainstream business use, the challenges for which they were and and were not prepared, and the specific experiences, skills, and leadership practices organizations need to develop now. Finance leaders will discuss the skills required to succeed, the evolving relationship with the CEO and board, and potential paths from CFO to COO or CEO.
AI-generated voices, video impersonation, deepfakes, and sophisticated social engineering are challenging conventional approval processes and internal controls. This session will explore how finance, audit, technology, and security leaders can strengthen defenses, prepare employees, and respond when attackers convincingly imitate trusted colleagues or executives.
Boards increasingly expect CFOs to provide strategic insight, strengthen governance, oversee enterprise risk, and ensure that investments align with the organization’s objectives. This session will examine how finance leaders can build board confidence through effective oversight, disciplined capital allocation, transparent performance measures, and responsible decision-making—across emerging technologies, transformation initiatives, and other drivers of sustainable business value.
Whether a company plans to raise capital, pursue an acquisition, go public, or prepare for a future sale, readiness must begin well before a transaction. A panel featuring an investment banker, attorney, CPA, and private equity representative can address value creation, tax implications, succession planning, common pain points, and the operational foundations investors expect.
Capital allocation, workforce, supply-chain, tax, and investment decisions can create lasting effects for businesses, communities, and the climate. This session will examine how leaders balance financial performance, resilience, stakeholder expectations, and broader societal consequences when making high-impact decisions.
AI and automation are transforming forecasting, reporting, controls, decision support, and go-to-market activities. Speakers will explore the highest-value opportunities, the changing skills finance teams need, and how leaders can redesign work while preserving accountability, trust, and employee engagement.