In-Person

New York CFO Community

Executive Summit

October 27, 2026 | Convene 101 Park Ave

October 27, 2026
Convene 101 Park Ave

Apply to Participate

Governing Body Agenda Location Sponsors Contact

Governing Body Co-Chairs

Rick Davison

Sumitomo Mitsui Banking Corporation
CFO, Americas

Entela Hana

Sompo Holdings
CFO, North America

Guru Ramamurthy

Bayer
Chief Financial Officer and Head of Finance, Bayer Crop Science

Aradhana Sarin

AstraZeneca
Group CFO & Executive Director

What to Expect at an Executive Summit

Gain New Perspectives from Peers

Hear from CFO practitioners and thought leaders on how they're solving critical challenges impacting your role in Keynote sessions, and participate in smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Strengthen Your Peer Network

Catch up with familiar faces and build new relationships in your New York CFO Community through dedicated networking time in an intimate environment and curated, one-on-one conversations with peers matched based on shared priorities and interests.

Leverage Gartner Insights

Gain data-driven insights and field-tested best practices from a Gartner analyst in the opening Keynote, setting the context for peer conversations throughout the day on the most critical topics affecting your role.

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Agenda

October 27, 2026

morning afternoon

8:00am - 8:30am Registration & Breakfast

8:30am - 9:15am Gartner Keynote

Finance 2030 — Key Actions for CFOs

Nisha Bhandare

Distinguished VP Analyst

Gartner

The future presents many opportunities for CFOs to reach new levels of efficiency and effectiveness. Between now and 2030, CFOs and their teams will find a number of forces acting to reshape finance, ranging from increased matrix decision making to fast-paced advancements in technology to heightened divergence across regulatory regimes.

Join this Gartner-led keynote to explore insight on:

Adopting the use of sophisticated enterprise simulations
Key governance principles for AI-enabled enterprises
Evolving the finance workforce to be more capable of doing technology work

9:15am - 9:40am Networking Break

9:40am - 10:25am Breakout Session

What's Your Take on the Gartner Keynote?

Rolf Hoffmann

EVP Financial Planning and CFO

ITG Brands

What keynote insights resonated most with you? As AI, new operating models, and workforce transformation reshape finance, CFOs must decide which trends demand immediate action and which can wait. With Gartner predicting that 60% of finance organizations will use AI-enabled scenario planning by 2028, now is the perfect time to compare perspectives and share experiences on where the function is headed.

Join your peers to discuss:

The key themes and takeaways from the opening keynote
The opportunities and challenges shaping the future of finance
How to prioritize investments that will drive the greatest business impact

9:40am - 10:25am Breakout Session

Explore Operationalizing AI with Ramp

Ben Levick

Head of Operations & AI

Ramp

Join this session to explore one of the community's top priorities this year: Operationalizing AI. Gain insights into key challenges, emerging approaches, and practical applications to help you navigate what's next.

9:40am - 10:25am Executive Boardroom

AI in Accounts Receivable: What the Data Says, and What It Means for Finance

Tarek Alaruri

CEO & Co-Founder

Stuut

Flavia Landsberg

CFO

Del Monte Foods

AI is reshaping accounts receivable, and the pressure to adopt is real. This boardroom session is grounded in evidence, featuring a meta-analysis of collections data and a peer discussion on what these findings mean for finance leaders.

Join this boardroom to discuss:

How AI-driven outreach changes collections by channel and timing
Where automated cash application earns trust, and where judgment stays
How teams redeploy time as manual AR work drops

10:25am - 11:10am Networking Break

10:35am - 11:00am Peer-to-Peer Meetings

Peer-to-Peer Meetings

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.

11:10am - 11:55am Breakout Session

AI Won't Fix Broken Processes — Transformation Starts with Standardization

Daniel Nagle

Head of Finance Transformation, Americas

SAP

CFOs must address fragmented, inconsistent processes that limit AI’s potential and hinder transformation. Adding AI to a broken system only creates a more complex and costly problem. The journey to autonomous finance relies on process standardization, automation, evolving operating models, and workforce development.

Join this session to explore how to:

Scale productivity through standardization, automation, and workforce transformation
Embed AI into trusted finance workflows
Build the operating model, governance, and culture needed to accelerate AI adoption

11:10am - 11:55am Executive Boardroom

Defending AI Decisions in Finance

Jason Kurtz

CEO

Basware

Colleen Cielo

CFO, Strategy and Corporate Development

Bloomberg

AI promises efficiency, but for finance leaders the real challenge is building trust, accountability, and ensuring audit readiness. Discover how Governed Autonomy empowers organizations to adopt AI at their own pace while maintaining oversight and compliance. Learn how Auditable AI accelerates automation, strengthens financial integrity, and enables you to confidently defend every AI-driven decision.

Join this session to:

Understand how Governed Autonomy lets teams scale AI with oversight and control
Build trust by using auditable, traceable, and explainable AI for compliance
Balance efficiency and risk to automate more while protecting financial integrity

11:10am - 11:55am Executive Boardroom

Leading Teams Through Change With AI

Akash Raju

CEO & Co-Founder

Glimpse

Ron Gimbel

CFO

Sumitomo-Pharma America

Finance leaders are now navigating change as a constant instead of a series of waves. The future-looking executive will discover how to guide teams through uncertainty, invest in evolving AI solutions, and build the next generation of talent.

Join this boardroom to discuss:

Making smart investment and utilization decisions as AI evolves
Training and upskilling teams for an AI-driven future
Attracting and developing young talent for long-term leadership

11:55am - 12:30pm Lunch Service

1:05pm - 1:30pm Break

1:30pm - 2:15pm Breakout Session

CFO Peer Perspectives - Lessons Learned from an AI-Forward Organization

Geoff Winkler

CFO/VP Finance, AWS Worldwide Sales Finance

Amazon Web Services

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

1:30pm - 2:15pm Executive Boardroom

Accelerating ERP Innovation Without Increasing Spend

Eric Helmer

EVP & Global CTO

Rimini Street

Tracey Perini

CFO

Fitch Group

Roberto Tomei

CFO, America

Intercos

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

Join this session to discuss:

Unlock savings from existing ERP investments
Redirect resources from ERP maintenance and technical debt to innovation
Accelerate ERP modernization and future operating models while improving financial outcomes

1:30pm - 2:15pm Executive Boardroom

AI-Driven Finance: Build, Buy, or Blend?

Vijay Kurkal

Chief Operating Officer

Board

Yogesh Akhani

VP, US CFO

Hikma Pharmaceuticals

Michael Gower

EVP, CFO & Treasurer

Rutgers University

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

2:15pm - 3:00pm Networking Break

2:25pm - 2:50pm Peer-to-Peer Meetings

Peer-to-Peer Meetings

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.

3:00pm - 3:45pm Executive Boardroom

Navigating Macroeconomic Uncertainty in Finance

Patrick Lenihan

Vice President, Sales and Business Development

Capital One Financial

Kevin Durning

US CFO & VP Finance - BioPharmaceuticals

AstraZeneca

Chris Hurren

CFO

Holman Automotive

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

3:00pm - 3:45pm Gartner Boardroom

Influencing Board Decisions With the Right Data

Antonio Morales

Executive Partner

Gartner

Haji Glover

CFO

Scholastic

Amy Trojanowski

CFO

O'Neal Industries

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 impact
Enhancing the CFO’s role as a strategic advisor through data-driven storytelling

3:45pm - 4:00pm Networking Break

4:00pm - 4:35pm Keynote

Beyond the Balance Sheet — The Evolution of CFO Leadership

Chris Clipper

CFO

David Yurman

Karsten Folkerts

SVP and Chief Financial Officer

Heineken

Beth Gaspich

CFO

NICE

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

4:35pm - 4:45pm Closing Comments and Prize Drawing

4:45pm - 6:00pm Governing Body Reception

Governing Body Reception

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

October 27, 2026

morning afternoon

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Each application is carefully vetted to ensure members meet established criteria, preserving the quality of the network and enabling meaningful, peer‑level discussions among leaders from the world’s leading organizations.

Once you submit your application, a Community Program Manager will schedule a conversation to understand your priorities and interests and complete onboarding, including access to year‑round community events.

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Community Member Criteria

To maintain the highest standard of peer‑level connections and discussions, members must meet the following criteria:

• Enterprise-wide C-Level or

• Business unit or regional C-Level responsible for:

- Private sector: $500M+ in revenue

- Public sector: 1,000+ employees

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We look forward to seeing you at an upcoming in-person gathering

Gartner cares about the health and safety of our community. If you are feeling unwell, please refrain from attending the conference. At this time, Gartner does not have any health-related requirements in place for attendance. Should this change, we will follow up with updated guidance.