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Join Finance’s Most Esteemed Summit

Marriott Marquis San Diego Marina, San Diego, CAMay 5–7, 2027
Four Centerstage Keynote Speakers
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CFO Leadership Summit | Spring

CONNECT is an invite-only experience for senior finance leaders—meaningfully connect with peers, meet matched vendors, and explore today’s most relevant trends.

Agenda

Take advantage of CPE Credits, Watch 35+ sessions and speakers across various markets, 6 Networking Events & More

2:00 PM–2:30 PM

General SessionOpening Remarks

2:30 PM–3:20 PM

General SessionThe CFO Role Moves to "Enterprise Performance Orchestrator"
  • The panel will explore how CFOs are expected to connect financial performance to strategy, operations, capital allocation, and risk, not just report on how each of those went after the fact.
  • Explaining value creation: capital allocation decisions are now explicitly linked to technology roadmaps and talent strategy rather than treated as a standalone finance exercise.
  • Playing that role well requires a new muscle: translating raw financial data into the trade-offs the rest of the C-suite actually needs to see. That makes the CFO's office the connective tissue between departments that used to operate on separate data and separate timelines.
Asim Aleem

Asim Aleem

Chief Financial Officer

Midtown Athletic Clubs

Emilia Flamini

Emilia Flamini

Chief Financial Officer

Keplr Vision

Govil Kumar Gopal

Govil Kumar Gopal

Segment Leader Chief Finance Officer

TiC Solutions

Jencil Philip

Jencil Philip

Vice President of Commercial Finance

Thermo Fisher Scientific

Ranil DeSilva

Ranil DeSilva

Chief Financial and Operating Officer

CARE

3:30 PM–5:25 PM

Business MeetingsBusiness Meetings

3:30 PM–4:20 PM

BreakoutBoardroom: Margins Are Slipping, and Fast: Cost structures built for calmer markets are already falling behind, forcing finance to rebuild them before margins erode further.

4:30 PM–5:20 PM

BreakoutBoardroom: The CFO Can No Longer Stay in Their Lane: The role has expanded into strategy, technology, and risk so quickly that finance chiefs without a seat in those conversations are already exposed.

5:30 PM–6:20 PM

General SessionHow to Acquire and Develop AI/Digital Talent in Finance & Accounting
  • The panel will explain their winning approach. It's a build-borrow-buy strategy that pairs a handful of external AI/data specialists with structured reskilling of the controllers and FP&A analysts who already understand the business, since institutional judgment is the harder thing to replace.
  • Acquiring and developing AI and digital talent has become finance leaders' single largest near-term challenge, ahead of budget pressure or technology cost. The bottleneck isn't ambition, it's capability.
  • The gap shows up in results: finance executives want AI to drive efficiency gains, yet they say they haven't realized a return on their AI investments in finance. Most of that shortfall traces back to teams that can run a model but can't yet turn its output into a defensible decision.
Kah Liew

Kah Liew

Vice President, Finance

DNAnexus, Inc.

Rita Maria Reed

Rita Maria Reed

Managing Director

Texas Advisory Services

Moderator

6:30 PM–8:30 PM

MealWelcome Cocktail Reception + Dinner

Key connections. Elevated ambience.

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A Full Suite of VIP Benefits

As an in-person attendee, you’ll receive the following at no cost:

  • Comped night’s stay at the Marriott Marquis San Diego Marina – partners are welcome!
  • Exquisite catering for all meals throughout the event
  • 5 on-site networking events
  • Dedicated Concierge to tailor your experience
AWS in one-on-one meetings with attendee
Curated Research Meetings

Your time is valuable, which is why we skip the usual “wandering the exhibition hall” and connect you directly to relevant solution providers.

Tell us about your current challenges during registration, and we’ll arrange meetings with a tailored set of solution providers who can help. It’s a simple, fun way to do solutions research in a relaxed, no-pressure environment.

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Meet our sponsors

We ‘re proud to work with the best in the business. By learning about your projects up front, we match you for 1-on-1 meetings with those best-suited to tackle the challenge.Become a sponsor
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Testimonials

Connect was easily the most successful event I've experienced. The Quartz Events team were such a pleasure to work with!"– SVP Financial Advisor, FISCAL Technologies
I'd never participated in anything quite this good. I found it to be well organized and very helpful."– CFO, Naxos of America
I think the event was a huge success. I enjoyed the experience and thought it was well put together. The sessions were direct and to the point and really helped."– CFO, ITVCO
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Marriott Marquis San Diego Marina, San Diego, CA | May 5–7, 2027

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In-Person Event

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Join Finance’s Most Esteemed Summit, US
May 5–7, 2027 | Marriott Marquis San Diego Marina, San Diego, CA