Registration & Breakfast

Welcome & Table Ice Breakers

Start the day off by getting to know your fellow attendees. 

Opening Remarks and Mainstage -

The Capital Allocation Test: Balancing Growth, Margin, and Board Pressure

In today’s higher-cost, scrutiny-heavy environment, capital allocation has become a defining test of finance leadership.

This session explores how finance leaders are resetting investment priorities, establishing clear capital guardrails, and driving operating discipline without stalling growth. We’ll examine how leaders evaluate tradeoffs across hiring, product investment, and expansion while maintaining credibility with CEOs and boards.

The focus is building a capital framework that sustains performance, protects margin, and reinforces board confidence.

Networking Break

Small Group Discussion - Risk as a Finance Lever: Prioritization, Tradeoffs, and Board-Ready Signals

This roundtable will explore how finance leaders are approaching risk as a driver of financial decision making, not just a compliance exercise.

Together, we’ll discuss how teams are prioritizing the risks that truly matter, translating them into financial tradeoffs, and determining what warrants escalation to the CFO and board. Topics will include regulatory and geopolitical exposure, scenario planning, risk ownership, and defining clear escalation thresholds.

Participants will share how they’re prioritizing and responding to the 2–3 risks most likely to shape their next 12 months.

Small Group Discussion - Pricing as a Strategic Lever: Monetization, Margin, and Market Signaling

Pricing remains one of the most underused strategic levers. In peer discussions, we’ll examine packaging and monetization shifts, experimentation frameworks, margin modeling, and how pricing aligns with capital strategy.

Expect practical insight from leaders navigating similar growth dynamics.

Networking Lunch

Interactive Session - Understanding the Modern Finance Stack: Where AI Actually Creates Leverage

CFOs will break down how their teams are actually deploying AI and automation across forecasting, reporting, and operational decision-making.

Leaders will share what’s driving real leverage, what didn’t scale, and how they’re evolving their finance stacks to move faster with greater confidence.

Networking Break

Mainstage - Redesigning the Finance Organization: Building the Team You’ll Need in 18–24 Months

The shape of finance is being rewritten by AI, automation, and rising performance expectations.

We will examine how to design an org that creates leverage without losing control, how to make deliberate hiring versus automation tradeoffs, and how to structure FP&A, accounting, and strategic finance for the next stage of scale.

You’ll leave with a sharper blueprint for building a finance team that drives enterprise value, not just supports it.

Closing Remarks & Closing Reception