Name: Connect CFO Online Leadership Summit
Start: 2026-10-19
End: 2026-10-23

Comprised of executive leaders and experts, the CONNECT CFO Leadership Advisory Board provides strategic program guidance to build our event agendas. All programming and topics are designed to
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<li>Value-Centric Finance Leadership</li>
<li>Technology Integration &amp; Automation for Scalable Insights</li>
<li>Operational Agility &amp; Cross-Functional Transformation</li>
</ul>
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A Strategic Agenda Crafted By Senior Finance Executives

Event Schedule

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

Agenda

Watch 35+ presentations on demand and with lifetime access.

In our 15+ year tenure we’ve connected 1000s of peers across every industry. 

Over 80% of the Fortune 100 attends. 

Govil Kumar Gopal

Business Analytics & Planning leader

David DeFreitas

Group CFO - Retired

Paulo Brehmer

CFO, Bayer Group Mexico

Ranil DeSilva

Chief Financial and Operating Officer

Abi Adeoti

Senior Director, Head of Airbnb Platform Finance

Dawn E. LaDuke

Vice President Supply Chain Finance

James Metzger

Global CFO

Valquir Correa

Vice President of Corporate Finance

Samantha Johnson

Chief Financial Officer

Antinea Reyes

Jencil Philip

Vice President of Commercial Finance

William Washington Iii

Dynamics Inc., founded in 2007 by Jeff Mullen, designs and manufactures intelligent battery-powered payment devices and advanced payment platforms. The company won the $1M People's Choice Award at DEMO Fall 2010, four Finovate Best of Show awards, and Best in Show for Personal Electronics at the 2011 International CES show. Dynamics investors include MasterCard, Canadian Imperial Bank of Commerce, Adams Capital Management, and Bain Capital Ventures. For more information, visit www.dynamicsinc.com.

Sage Therapeutics is a biopharmaceutical company committed to developing novel therapies with the potential to transform the lives of people with debilitating disorders of the brain. We are pursuing new pathways with the goal of improving brain health and our depression, neurology and neuropsychiatry franchise programs aim to change how brain disorders are thought about and treated. Our mission is to make medicines that matter so people can get better, sooner. The human brain is the most complex organ of the human body. It is made up of an integrated network of approximately 100 billion nerve cells called neurons, connected in complex electrical circuits to communicate. Brain health and function depend on the interaction of these circuits. Navigating these complex circuits is a challenge, but a welcome opportunity for the teams at Sage as we seek to develop novel medicines. Sage is a place where unconventional thinking to solve problems with new ideas is welcome – and where unconventional thinkers can imagine what’s possible and do big. Read our Community Guidelines: http://bit.ly/2tFyAoj

Gatekeeper is a cloud based contract and supplier management platform that was born in the cloud and works on any device. As a subsidiary of Cinergy Group, a leading global procurement consultancy, our software has been built to provide answers to real work challenges faced by our clients the world over. At Gatekeeper we have a strong focus on collaboration, clear actionable data, obligation and compliance tracking, email alerts and most of all ease of use. We have a ‘zero training’ mantra driving a fanatical focus on usability that results in an application internal stakeholders and suppliers can use effortlessly.

Argus Logistics is a global, non-asset-based transportation management partner delivering strategic supply chain solutions through advanced technology, data intelligence, and hands-on operational expertise. Founded in 1992, Argus manages over $2.5 billion in annual freight across all transportation modes, helping leading manufacturers and distributors transform logistics from a cost center into a source of competitive advantage. As a fully outsourced control-tower partner, Argus integrates seamlessly with clients’ existing ERP and financial ecosystems to create real-time visibility, financial precision, and operational agility. Our proprietary, cloud-based Transportation Management System (TMS) provides end-to-end transparency, enabling clients to make informed decisions based on accurate, actionable data. We contractually guarantee measurable freight savings while enhancing resilience, compliance, and performance across the network. Argus combines the sophistication of a technology company with the accountability of a managed-services provider. Every engagement is bespoke—engineered around the client’s unique network, supplier base, and business priorities. Our specialists deliver process automation, cost optimization, and sustainability reporting that align logistics performance with corporate objectives. With strategic operations across the U.S., Mexico, and Canada, Argus supports global and cross-border supply chains with 24/7/365 coverage. Clients partner with Argus not only to manage transportation, but to elevate it—turning freight data into financial intelligence and logistics execution into enterprise growth.

Planful is a financial performance management platform that helps businesses drive peak financial performance, and is used around the globe to streamline business wide planning, consolidations, budgeting, reporting, and analytics. More than 1500 companies use Planful. Planful is a private company backed by Vector Capital, a leading private equity firm,

Maxima AI is the most advanced AI platform for enterprise accounting. Trusted by companies like Rippling, Scale AI, Zip, Glean, Zendesk and Bilt Rewards, Maxima's AI agents do more than just coordinate the work. They pull data from your finance stack, transform transactions to accounting entries, post journal entries with source data, reconcile to the general ledger, detect anomalies, and generate variance explanations to deliver SOX compliant, real-time close Our team brings together top fintech engineers from Google, Apple, Robinhood, Bolt, and Meta with former accountants and auditors from EY, PwC to solve a decades-old problem with agent prepared, human reviewed accounting.

Digital technology has forever changed business. Now, it’s transforming tax. Soon, tax enforcement will be part of every business process - and every transaction. As governments go digital, financial systems and traditional tax software can't keep up. And, businesses now face escalating risk and mounting compliance costs. Sovos was built for the digital future of tax. Global Coverage + Modern Cloud Software The Sovos Intelligent Compliance Cloud is the first complete solution for modern tax, combining tax determination, e-invoicing compliance and tax reporting on Sovos'​ reliable, scalable and secure S1 Platform. Sovos customers are more adaptable to regulatory change, more connected to the data they need to comply and more global in their approach to tax. As a result, Sovos is trusted by more than half the Fortune 500, including many of the world largest manufacturers, retailers and banks and insurance companies. The Intelligent Compliance Cloud reduces the burden and risk of modern tax across a wide variety of transactional tax regulations, including: • Global Tax Determination &amp; Reporting (VAT, GST, Sales &amp; Use Tax, Insurance Premium Tax) • Electronic Invoicing Compliance • Electronic Signature and Archiving Compliance • Tax Information Reporting • Automatic Exchange of Information (AEOI) automation • Beverage Alcohol &amp; Regulated Goods Compliance

Wolters Kluwer (EURONEXT: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, financial and corporate compliance, legal and regulatory, and corporate performance and ESG sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2024 annual revenues of €5.9 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 21,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands. Beware of Recruitment Fraud! 🔒 Scammers may pose as Wolters Kluwer, offering fake job opportunities and requesting personal info or payments. Protect yourself: - Apply only via our secure Workday hub on our Careers page. - Our recruiters never ask for banking info or payments. - We don't use public email accounts (e.g., Hotmail, Yahoo, Gmail). Report suspected fraud: thirdpartyincident@wolterskluwer.com. If you've made a payment, contact local authorities. Read more here - https://careers.wolterskluwer.com/en/recruitment-fraud-alert

From Scorekeeper to Strategist: The Modern CFO Mandate

CFO Peer Breakout Discussions - From Scorekeeper to Strategist: The Modern CFO Mandate

Business Meetings

AI in Finance: What's Real, What's Ready, and What's Next

CFO Peer Breakout Discussions — AI in Finance: What's Real, What's Ready, and What's Next

Building the Finance Team for What's Next

CFO Peer Breakout Discussions — Building the Finance Team for What's Next

CONNECT CFO Leadership Summit gives senior finance leaders a more useful way to spend three days: real peer conversations, timely finance strategy sessions, and curated 1:1 meetings with solution providers selected around their business priorities.

CFO Leadership Summit

Join Finance’s Most Esteemed Summit

In-Person Event 

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CONNECT CFO is a peer-led leadership-focused event that is complimentary for qualified professionals. Discover strategies from field experts, research new solutions, and meet like-minded peers on your path for professional growth. Your invitation is waiting.

Join Your Peers in Senior Leadership at Finance's Most Esteemed Summit

Reserved for senior executives. Designed around your strategic priorities. How It Works:

As an in-person attendee, you’ll receive the following at no cost:
<ul>
<li>Comped night&#8217;s stay at the Bellagio Hotel &amp; Casino &#8211; partners are welcome!</li>
<li>Exquisite catering for all meals throughout the event</li>
<li>5 on-site networking events</li>
<li>Generous travel reimbursement</li>
<li>Dedicated Concierge to tailor your experience</li>
</ul>

A Full Suite of VIP Benefits

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.

Curated Research Meetings

Key connections. Elevated ambience.

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<li style="font-weight: 400;" aria-level="1">Minimal time investment. Just 5-6 hours during event week. Join sessions that fit your schedule—no all-day commitment required.</li>
<li style="font-weight: 400;" aria-level="1">Curated connections with peers and vendors. Engage with senior level peers and meet 1:1 with vetted partners, handpicked for you. </li>
<li style="font-weight: 400;" aria-level="1">Access beyond the event. Enjoy on-demand sessions and complimentary QN Solutions membership for ongoing resources.</li>
<li style="font-weight: 400;" aria-level="1">Choose VIP rewards. Select up to $400 in rewards: gift cards, charitable donations, premium tech, or whatever you prefer.</li>
</ul>
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Low Commitment, Big Results.

Your time is valuable. That’s why we include our signature 1-on-1 research meetings in every online event.
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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Experience the power of our in-person events in a convenient, online format.

Why Attend: An Online Event with VIP Benefits

video testimonials from OUR SOLUTION PROVIDERS

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.

Strategic Solutions by Category:

Meet our sponsors

Yoana Land

CFO of Transformation - North America

Marcus Silveira

Division CFO - Global SMB

Dumitrache Martinez

CFO, VP Strategy & Transformation, Mars Global Services

Amit Shroff

Vice President, Toyota Financial Services

Sandra Pham

VP, Finance, People & Culture - The Permanente Federation

CFO Bayer Group Mexico

Yazmin Magos

CFO for HBT LATAM

Fernando Maskobi

Former Associate Director FP&A

Christi Broussard

VP & CAO

Ramesh Murthy

VP & Head - Business Development & Alliances

Govil Kumar

Director of FP&A

Christelle Ramen

CFO North America

Daniel Echeverri

 Executive Director of FP&A

Bona Allen

 SVP & CFO

Samuel Paik

Cassie Lee

SVP & Chief Audit Executive

Melissa Lintinger

SVP of Production Finance

Luciana Duarte

Former VP & Global Head of Employee Experience

Speakers

Network and learn from the peers driving innovation in Finance.

William Washington III

Jennifer Black

Kevin Ostertag

VP, Commercial Finance - Pharma Services Group

Daya Harvey

Executive Director, Enabling Functions Finance & Finance Innovation

Global Director of Strategy & Operations - SMB Organization

Wendell Austin

Director, Services Finance

Sandra Clarke

EVP & COO

Miguel Mendieta

 Senior Director - International Tax

Matt Poleski

CFO, Northeast & Mid-Atlantic Regions

Michael Mills

Director of Finance - Strategy & Sustainability

Mearah Paramasivum

Director Strategic Finance Initiatives

Carla Carrillo

CFO LATAM & Caribbean

Become a sponsor

Experience Connect CFO, Finance's iconic peer-led Online Leadership Summit, coming in the Fall of 2026.

Connect CFO Online Leadership Summit

CFO (retired)

Dave DeFreitas Group

Define Your Focus

 Join Live Expert Sessions

Meet Vetted Partners

 Engage With Peers 

The cost of producing our Summits is underwritten by our sponsors, allowing us to provide our attendees with a beautifully hosted VIP event experience, all complimentary. 
Through our registration process, we’ll take a deep dive to understand your unique challenges, areas of interest, and upcoming projects. Using our proprietary AI, we’ll connect you with the industry leading solution providers best placed to support your unique needs. From there, we’ll arrange collaborative exploration discussions during your event. We do all the heavy lifting for you to identify cutting edge technology and innovation to drive down costs and run your department as efficiently as possible. 
You always have 100% control of your schedule and our dedicated concierge team is on hand to adjust as desired. Our goal is to support you from start to finish, and deliver maximum value for you and your company. We’ve hosted senior level professionals from over 80% of the Fortune 100 and facilitated 300,000+ curated meetings over the last 15 years, so we’ve got a lot of experience under our belts. Our attendees constantly cite these meetings as the most valuable aspects of our events. It’s a perfect win-win for all involved. We hope to see you there!

Join us! We’ll cover everything. 

Experience the difference. This is the only event catered completely to you and your individual needs.
Every event attendee is assigned a Personal Concierge from day one. Beginning with your registration, we get to know everything you’re looking for to achieve your professional and departmental goals.
Your concierge will work with you to build a talk track, find relevant solution providers, and handle every aspect of your attendance, all the way down to dietary needs. Complete your registration and leave the rest to us.

Your experience is white-gloved and customized to you.

Personalized Experience

Come in with a challenge. Leave with options, contacts, and a game-plan. 
Researching B2B solutions can be a long, frustrating process—especially when you’re already stretched thin. That’s what makes 1-on-1 onsite meetings so powerful. Instead of wandering an exhibition hall, we ask about your priorities in advance, and arrange short, informal meetings with solution providers who match your needs.
It’s a fast, easy, and no-pressure way to handle month’s worth of solutions research with ease. As a thank you, our sponsors will cover your entire costs of the event, including your conference pass and other event benefits. It’s a win-win!

Make real progress with tailored solutions meetings. 

Research Meetings

Quartz Network events are reserved for senior-level leaders, allowing you to connect with your high-profile peers across a variety of networking receptions. 
Our in-person events are known for attracting the top leaders in the industry. Since passes are invitation-only, we tailor our guest list include the decision makers transforming their industry.
All in-person event include multiple networking receptions, where you’ll mix and mingle with your high-profile peers. (We’ll even pick up your bar tab.) You’ll also enjoy 5-star catered meals alongside your fellow attendees, creating ample opportunities to create powerful new connections.

Connect with 100s of your peers at in-person summits. 

High level Networking

Gallery

CFO Leadership Summit

Online October 19 - 23, 2026

Join Finance’s Most Esteemed Summit

Network and learn from the peers driving innovation in Finance.

Brett Abbey

Amanda Afeiche

Agenda

Low Commitment, Big Results.

Curated Research Meetings

Meet our sponsors

Testimonials

Request an Invitation

Still have questions?

Online Event

Wondering about something else?

CFO Leadership Summit, US

CFO Leadership Summit

Online October 19 - 23, 2026

Join Finance’s Most Esteemed Summit

Network and learn from the peers driving innovation in Finance.

Brett Abbey

Amanda Afeiche

Agenda

Low Commitment, Big Results.

Curated Research Meetings

Meet our sponsors

Testimonials

Request an Invitation

Still have questions?

Online Event

Why is the event complimentary?

What are the one-on-one meetings?

Who attends?

Do I have to be online at a specific time or day?

Why should I attend?

Wondering about something else?

CFO Leadership Summit, US