As the year comes to a close, what decisions do you need to stand behind and which ones must change to lead confidently into the year ahead?
The National CFO Summit brings together senior finance leaders for a focused day of learning and peer exchange, featuring mainstage conversations and curated small-group discussions tailored to your stage and challenges.
Throughout the day, you and your peers will reflect on the year behind, pressure-test priorities for the year ahead, deepen connections within the F Suite community and form new relationships with peers navigating similar challenges. Expect honest dialogue, shared insights, and moments that spark new ideas!
Whether you're piloting your first AI tool or defending a real budget line to your board, you need proof it's paying off. Learn what actually worked, in dollars and in team capacity, and how it was measured. Leave with a framework for setting your own AI north star, whatever stage you're building at.
AI spend has become its own line item, and most budgets weren't built to hold it: usage that swings month to month, ROI that's hard to pin down, and no real benchmarks to check against yet. This working session is about treating AI as a category you can actually manage: what to track, how to measure return, and where to set guardrails before cost outpaces value.
Fund CFOs face a dual AI budget problem: what to spend on your own fund's tools (deal sourcing, LP reporting, fund admin), and what to tell portfolio companies when they ask what's normal. This workshop helps you feel confident on a number you can defend. We'll cover governance that works for a lean finance team, benchmarks for what peer funds are actually spending, and a framework you can hand to portcos asking where AI belongs on the P&L.
A breakout for Fund CFOs on managing the full reporting stack, from collecting and standardizing portco data, to monitoring portfolio company performance, to structuring internal GP reporting and LP delivery. Peers will compare tools and workflows across each stage and discuss where the biggest bottlenecks and opportunities for automation are.
The F Suite is a private, invite-only community for CFOs and their teams. Over 1,100 CFOs have access to 100+ world-class events per year and a robust online platform where members continuously collaborate in real time to help each other succeed in their careers and propel their companies forward.
For more information, visit www.fsuite.co