Overview
In today’s rapidly evolving business landscape, finance leaders face increasing pressure to drive strategic decision-making, improve forecasting accuracy, and enhance financial agility. With economic uncertainty, digital transformation, and evolving business models, the role of Financial Planning & Analysis (FP&A) has never been more critical. Organizations must leverage AI, automation, and data-driven insights to optimize performance, manage risks, and ensure long-term financial stability.
The Strategic Finance Virtual Summit: The Future of FP&A brings together 350+ senior finance executives, CFOs, and FP&A leaders for a day of insightful discussions on how to navigate the changing financial landscape. Featuring 12+ expert-led sessions, including keynote presentations, panel discussions, interactive Q&A, and real-world case studies, the summit will provide actionable strategies on AI-powered financial forecasting, automation in FP&A, strategic cost management, and data-driven decision-making.
This event is designed for CFOs, VPs & Directors of FP&A, finance transformation leaders, and corporate finance executives who want to stay ahead of industry shifts, explore the latest financial technologies, and build more resilient, future-ready finance functions. Attendees will have the opportunity to engage with industry thought leaders, connect with peers, and discover innovative solutions to today’s biggest FP&A challenges.
Join us on 21st May 2025 for this high-impact virtual experience and gain the insights needed to drive financial excellence in your organization. Register now to secure your spot!
About us
Key Themes To Be Covered At The Event
Maximizing Sales Productivity with AI Tools
Strategies for leveraging AI to streamline sales processes and improve efficiency.
Transforming Sales Calls: The Role of AI in Communication
How AI technologies can enhance the quality and outcomes of sales conversations.
Harnessing Real-Time Insights for Better Sales Decisions
The importance of real-time data and analytics in shaping sales strategies.
Automating Follow-Up: Balancing Efficiency and Personal Touch
Best practices for automating follow-up communications while maintaining rapport with leads.
Enhancing Team Collaboration in a Digital Sales Environment
Tools and techniques for fostering effective collaboration among remote sales teams.
AI-Driven Lead Qualification: Prioritizing Opportunities Effectively
Exploring methods for using AI to identify and prioritize high-value leads.
Data Analytics in Sales: Turning Insights into Action
Discussing how to leverage analytics to inform and enhance sales tactics.
The Future of Remote Selling: Innovations and Best Practices
Trends shaping the future of remote sales and how to adapt to them
Customer Experience in Sales: Using AI to Enhance Interactions
Strategies for leveraging AI to improve customer engagement during the sales process.
About us
Key Themes To Be Covered At The Event
The Evolving Role of FP&A in Strategic Decision-Making
AI, Automation, and Digital Transformation in FP&A
Data-Driven Decision-Making and Financial Analytics
Managing Financial Risk and Uncertainty
ESG and Sustainability in Financial Planning
The Future of CFOs and Finance Leadership
Budgeting, Forecasting, and Cost Optimization Strategies
Finance and Business Partnering: Collaboration for Success
Industries
Telecommunications
Ecommerce & Retail
Pharmaceutical
Consumer Goods
Information technology
Manufacturing
Food Production
Saas
Financial Institutions
Real State
About us
Key Topics
Scenario Planning and Risk Management in an Uncertain Economy
The Evolving Role of CFOs: Driving Digital Transformation in Finance
Best Practices for Dynamic Forecasting and Rolling Budgets
Building Agile FP&A Teams: Skills and Tools for the Future
Empowering Remote Workforces with Cloud Communications
Ensuring Business Continuity with Cloud Communications
Speakers
Sara Funk
Director of FP&A at C.H. Robinson
Milind Karnik
Head of FP&A at Citizens
Peter Skutis
Sr. Director, Business Finance at TIAA
Edwin Llancce
Head of Corporate FP&A at Stori
About us
Who Should Attend?
This event is designed for:
Financial Officers
FP&A
Finance Transformation
IT
Budgeting and Forecasting
Risk Management
Treasury
Compliance
Controllers
Business Analysts
Financial Data
Digital Transformation
Corporate Finance and Accounting
Digital Innovation
And many more
About us
Why Attend?
Exclusive Insights
Gain knowledge from AI and sales automation experts who are pushing the boundaries of what’s possible in sales transformation.
Actionable Strategies
Discover how AI-driven tools can optimize your sales funnel, improve customer relationships, and boost sales performance.
Networking Opportunities
Connect with decision-makers, sales leaders, and technology experts from across industries in a collaborative virtual environment.
Interactive Sessions
Engage with live Q&A sessions, panel discussions, and hands-on demonstrations of cutting-edge AI-driven sales tools.
Past Sponsor
About us
Why Attend?
Exclusive Insights
Gain knowledge from AI and sales automation experts who are pushing the boundaries of what’s possible in sales transformation.
Actionable Strategies
Discover how AI-driven tools can optimize your sales funnel, improve customer relationships, and boost sales performance.
Networking Opportunities
Connect with decision-makers, sales leaders, and technology experts from across industries in a collaborative virtual environment.
Interactive Sessions
Engage with live Q&A sessions, panel discussions, and hands-on demonstrations of cutting-edge AI-driven sales tools.
Platinum Sponsor
Request Agenda
Don’t miss the opportunity to learn how AI-driven sales automation can transform your business. Register today and secure your spot at the event.
About us
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Testimonials from our
Previous Virtual Events
All the speakers delivered exceptional presentations, each offering a unique and insightful perspective on their respective stories. Particularly noteworthy was Vivek Kariyavula's discussion on the Digital Supply Chain, a topic that resonates deeply with me. Additionally, I found Mark Gilham's presentation on the Transformative Journey of Procurement to be both enjoyable and enlightening. The venue was well-chosen, the food was excellent, and overall, the event was a success. Honestly, I can't pinpoint any areas that require improvement - the presentations and audience engagement were excellent.
Andrei Bulgaru
I appreciated the networking opportunities and the global perspective gained through the presentations exploring possibilities within the Supply Chain. The diverse range of topics and speakers, as well as the mix of attendees, contributed to the overall success of the event. The organizational aspects were commendable, and the content curated by the organizers was both relevant and engaging for me. The inclusion of handy handouts added to the overall positive experience.
Remko Sweers
