San Francisco CFO Executive Summit

May 2, 2024 | Parc 55

May 2, 2024
Parc 55


Collaborate with your peers

Get together with San Francisco's top CFOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.

Join your peers to discuss the most critical issues impacting CFOs today:

Understanding the Evolving Standards for AI in Finance

Enhancing Cost Efficiency Through Connected and Clean Data

Transforming Finance Talent to Bridge Future Skill Gaps

San Francisco CFO Governing Body

The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven by CFOs, for CFOs.

What to Expect

Interactive Sessions

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

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your San Francisco CFO community.

Peer-to-Peer Meetings

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


Coming Soon

The CFO Executive Summit agendas are driven by the mission-critical priorities identified among the community. Each agenda is uniquely crafted ‘by CFOs, for CFOs,’ and will be available closer to the gathering. All topics and sessions will be inspired by the following themes:

Developing Adaptable Business Strategies Amid Persistent Inflation

CFOs are focused on balancing investments in critical areas to drive business outcomes while optimizing costs in a difficult economic environment. As inflation continues to dampen profitability, CFOs will need to prioritize strategic spending cuts.

Strategies To Attract and Retain Talent While Protecting Margins

Scarce talent is requiring employers to offer competitive compensation, benefits and employee experience. CFOs in 2023 need to prioritize meeting employee expectations to attract talent within the economic constraints organizations currently face.

Using Actionable Data to Forecast and Drive Organizational Growth

Economic headwinds are presenting challenges when developing forecasts. CFOs are planning to invest in technology to enhance forecast accuracy and equip finance teams with digital skills to use these tools to their maximum potential.


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

Evanta cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.


Venue & Accommodation

Parc 55

Community Program Managers

For inquiries related to this community, please reach out to your dedicated contacts.

Marissa Bernal

Associate Community Program Manager


Dan Philpott

Senior Program Manager Territory Specialist