Executive Summit

Technology leaders want AI. Boards want results. CFOs need both. Learn how organizations are accelerating innovation by optimizing existing technology investments applying real innovation rather than simply increasing spending.

Join this session to discuss:

• Unlock savings from existing technology investments
• Redirect resources to use innovation for strategic initiatives
• Accelerate path to future operating model while improving financial outcomes

As AI reshapes finance, CFOs must lead with clarity and purpose. With a forward-thinking mindset and a culture of curiosity and adaptability, CFOs can ensure their teams are prepared to maximize the value of AI, navigate risks, and drive meaningful change across the finance function. There is no common blueprint since every finance team’s path is different, but lessons shared from fellow CFOs can guide your AI-ready finance strategy and turn ambition into measurable results.

Join this session to explore:

• Defining your leadership role in guiding AI adoption
• Identifying and prioritizing high-impact AI use cases
• Building organizational capabilities to sustain AI innovation

Modern platform decisions are more complex than ever as AI-powered tools, intelligent agents, and unified planning platforms reshape how CFO’s think about the tools they need to succeed. Finance leaders must balance speed, governance, and long-term value to drive confident transformation.

Join this boardroom to discuss:

• Connecting finance, operations, and economic intelligence to enable real-time, explainable planning
• Moving beyond general-purpose AI assistants to domain-specific, embedded agents that proactively guide planning, analysis, and decision-making
• Applying a practical framework for scalable, risk-aware and future-ready finance transformation

Connect with like-minded peers in a one-on-one setting through Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

In today’s environment of persistent inflation, geopolitical volatility, and rapid technological disruption, CFOs are being pushed beyond traditional stewardship into a more strategic role. Leading finance organizations are shifting from static planning toward agile, data-driven decision-making, with AI and advanced analytics playing a central role in redefining resilience, navigating uncertainty and unlocking growth.

Join this boardroom to discuss:

• Interpreting economic indicators for smarter resource allocation
• Leveraging AI and data analytics in financial decisions
• Strengthening forecasting to support long-term growth

Achieving sustainable growth means more than entering new markets; it’s about selecting the right ones and applying tailored strategies. Join Scott Wolfe, CFO, and Ray Midlam, Senior Vice President and Chief Strategy Officer at St. Luke’s University Health Network, as they share how understanding each market’s unique opportunities and challenges can drive smarter, more effective growth decisions.

In this session, you’ll learn how to:

• Identify high-potential markets with data-driven analysis
• Align strategies with organizational strengths
• Build scalable frameworks for market entry and resource allocation

Finance leaders are increasingly expected to provide strategic insights that shape boardroom decisions. The forward-thinking CFO will learn how to communicate the most impactful data, understand what boards value, and leverage analytics to elevate their strategic influence.

Join this boardroom to discuss:

• Selecting and presenting the data that matters most to boards
• Communicating financial insights for maximum board impac
• Enhancing the CFO’s role as a strategic advisor through data-driven storytelling

The CFO role has changed dramatically, expanding from financial oversight to digital transformation and enterprise leadership. Hear top CFOs reflect on how their careers have evolved and discuss what’s next for finance leaders.

In this keynote, you will discover:

• Lessons learned from the journey from finance steward to strategic leader
• Building and empowering digital finance talent
• Preparing for the next era of CFO leadership

Finish the day sharing lessons learned with your peers over light fare and drinks at this closing reception hosted by your governing body members.