What does it take for a CEO and CFO to truly operate as a velocity-driving duo? When they set a unified vision, build a shared plan, and establish the rhythm of execution, the entire company moves faster and performs better.
Join us as we discuss how alignment between CFOs & CEOs shows up when the stakes are highest, in the boardroom, across the business, and during moments of real transformation. It’s designed for candid, practical dialogue with peers who understand the responsibility that comes with the role.
Opening Remarks &Â General Session
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After quick opening remarks from our Co-Chairs, we will dive into a discussion on How CEOs and CFOs Work Together in High-Stakes Moments.
When the stakes are highest, such as a missed quarter, activist pressure, a major deal, or a crisis, the CEO–CFO relationship defines the outcome.
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This off-the-record discussion brings CFOs and CEOs together for a candid exchange on how they build, test, and protect trust under pressure. Through real scenarios and peer insight, we’ll explore how alignment, communication, and decision-making hold up when it matters most.
General Session - Revenue You Can Trust: Turning GTM Spend into Predictable Financial Results
Growth doesn’t matter if it’s not predictable. This session brings CEOs and CFOs together to examine how GTM investment translates into real financial outcomes, not just pipeline optimism.
We’ll explore how to align spend with forecast integrity, capital efficiency, and board-ready growth.
Small Group Breakout Discussion -  Double Down or Shut It Down: Evaluating AI Bets in Real Time
This small group discussion will cut through the AI noise to focus on what actually delivers enterprise value—and what doesn’t. CEOs and CFOs will share real experiences funding, measuring, and scaling AI, including where ROI is showing up, where costs were underestimated, and which initiatives should be doubled down on, paused, or left behind.
This is a candid discussion about capital allocation, decision speed, and risk—designed for leaders who need AI to move the business forward, not just look good in a board deck.
General Session -Â No Surprises: How CEOs and CFOs Control the Board Narrative
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A candid group discussion on how CEOs and CFOs shape board dynamics and decisions, rooted in operator experience and informed by a board member’s perspective.
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Participants will exchange practical lessons on building trust, influencing without formal authority, navigating difficult board conversations, and aligning the board around strategy as companies scale.
