Daniel Bryan, Finance, Strategy & Analytics Leader at UBS, is a qualified accountant with approximately 20 years of experience in financial services, including FP&A, business partnering, and organizational transformation. Based in Switzerland, he specializes in systems thinking, data analytics, AI, and finance transformation. He shares insights on challenging assumptions, understanding different business perspectives, and developing planning processes that deliver meaningful business value.

Expect to Learn:

• Why traditional financial planning processes often fail to deliver value.

• How systems thinking helps finance teams solve complex business challenges.

• Why asking better questions leads to better decisions.

• How organizational behaviors and incentives influence planning outcomes.

• Why AI requires clearly defined objectives and human judgment.

Jason Brisbane is the CEO and Founder of FinHelm, with over 15 years of experience in FP&A technology. He developed the UA-FP&A methodology and Uncertainty Exposure Score to improve forecast reliability. Tanvi Lal is an investor at Intuit Ventures, focused on AI and fintech. Formerly at Deloitte, she is also the co-founder of VC Unleashed and specializes in AI economics and usage-based pricing.

Expect to Learn:

• How AI token pricing affects project costs and profitability.

• Why traditional SaaS metrics don't fully capture AI economics.

• How to forecast AI spending using scenarios and cost ranges.

• Why labor and orchestration costs often exceed token costs.

• How FP&A teams can guide AI adoption and investment decisions.

Josh Miller is the Head of Sales Compensation at CVS Health and Managing Principal at OnTarget Incentives, LLC. With over 20 years of experience in sales compensation, he is a Certified Sales Compensation Professional (CSCP) through WorldatWork and a frequent writer and speaker on industry best practices. He holds bachelor's and master's degrees from Arizona State University.

Expect to Learn:

• How to design sales compensation plans that drive the right behaviors.

• Why finance, HR, and sales teams must collaborate.

• How to balance base salary and variable pay.

• Why commission caps and unrealistic quotas can discourage salespeople.

• How to avoid common sales compensation mistakes.

Mark Proctor is the Director of Twenty Seven Solutions Limited, a Microsoft Most Valuable Professional (MVP), and the creator of Excel Off the Grid and Finance Team Accelerator. With 25 years of experience across accounting, financial reporting, FP&A, and business partnering, he helps finance professionals automate repetitive tasks, improve their Excel skills, and build more efficient processes.

Expect to Learn:

• Why data skills are essential for modern FP&A professionals.

• How better data structures can reduce manual Excel work.

• Why end-to-end processes matter more than individual Excel features.

• How to use AI effectively without relying on it for everything.

• Why curiosity and influence are important for business partnering.

Jon Laudie is the President and CFO of Zerorez. He began his career in M&A and valuation before moving into corporate and operational FP&A roles at technology and consumer companies. His experience also includes investor relations, M&A integration, and building FP&A capabilities. Jon is also the co-author of Roots, Relationships and Results.

Expect to Learn:

• How to build an FP&A function that the business values and trusts.

• Why change management is critical to FP&A transformation.

• How FP&A can prepare professionals for operational leadership.

• Why trust and relationships are essential to effective leadership.

• Which technical and soft skills can help FP&A professionals become CFOs.

David Den Boer is the CEO and Founder of Column5 Consulting and Darwin Analytics. He began his career as an EPM administrator at a Fortune 500 company and later worked with OutlookSoft, which was acquired by SAP and became part of SAP BPC. With more than 20 years of experience in EPM, David works with large enterprises on performance management and develops practical solutions designed to help organizations get more value from their EPM environments.

Expect to Learn:

• Why Excel and EPM platforms may be harder to replace than expected.

• How AI is changing the build-versus-buy decision for finance technology.

• Where AI can support forecasting without removing human accountability.

• Why reproducibility, auditability, and governance still matter.

• How finance teams should balance AI innovation with existing EPM systems.

Valerie Martin is a Finance Executive specializing in FP&A and strategic finance, with experience across GTM, SaaS, AI, and value creation. A former Autodesk finance leader and San Francisco FP&A Board Ambassador, Valerie brings extensive experience in business partnering, finance transformation, and helping organizations make better strategic decisions. 

Expect to Learn:

• Why AI efficiency does not always create more value.

• How AI is changing the skills FP&A teams need.

• Why judgment and business context still matter.

• How leaders should rethink training and development.

• Why communication and trust remain critical in FP&A.

Chithra Rajagopalan is a finance leader with experience across high-growth SaaS and AI security companies. She currently serves as Head of Finance at Obsidian Security, where she oversees financial strategy and operations. Her previous roles include finance leadership positions at Glue, ClickUp, and People.ai, following earlier experience at Deloitte and Ernst & Young.

Expect to Learn:

• Why great FP&A goes beyond reporting.

• How strong data foundations support better decisions.

• What finance teams need during hypergrowth.

• How AI is changing finance roles and workflows.

• Why cybersecurity matters when finance adopts AI.

Eric Alexander is the President of Six Arrows Consulting and an advisor, speaker, and author with nearly 40 years of financial management experience, including 20 years in CFO roles. He served as CFO of Happy State Bank and now provides leadership development, strategic planning, finance function, and advisory services to community banks and mid-market companies. He is also the author of Stewardship Leadership for Stinking Accountants: Serving as the CFO.

Expect to Learn:

• Why business understanding matters beyond technical skills.

• How to build a stronger FP&A function.

• Why CFOs need leadership and communication skills.

• How to make better decisions through constructive disagreement.

• Why stewardship is essential to effective finance leadership.

Soufyan Hamid is a finance professional, corporate trainer, EMBA lecturer, and keynote speaker who specializes in systematizing storytelling for finance teams. He helps finance professionals strengthen their communication and financial storytelling skills.

Expect to Learn:

• What the “precision trap” means for FP&A.

• Why timely analysis can be more valuable than perfect accuracy.

• How to choose the right level of accuracy for a decision.

• What questions to ask before starting an analysis.

• How finance professionals can become better business partners.

• How the DERP framework improves variance analysis.

Zach Rial is a finance leader at AskElephant, a startup focused on revenue and conversation intelligence. He brings experience as an operator who uses finance, FP&A, and business insights to help companies grow and improve decision-making. Chris Ortega is the CEO of Fresh FP&A, a global fractional CFO and advisory firm supporting small and medium-sized businesses. Chris has over 20 years of experience in accounting, finance, and leadership roles, helping organizations build, scale, and prepare for growth.

Expect to Learn:

• The real purpose of budgeting and forecasting

• How to create a business-focused planning process

• Why trust and partnership are essential for FP&A teams

• How to balance budget discipline with flexibility

• Best practices for managing AI costs and governance

Brock Beyer is the CPA Controller at Jump, where he has used vibe coding to build internal productivity tools. Natalia Kudinova is a Senior Director at ABBYY with experience across finance leadership, treasury, tax, reporting, transformation, and process improvement.

Expect to Learn:

• What vibe coding means for finance professionals

• Practical finance processes you can automate with AI

• How to manage AI token usage and costs

• Why security and human oversight remain essential

• How to start small and learn through experimentation

Nitesh Mukhi is the Finance Director at Presight AI, an AI analytics and big data analytics company in Abu Dhabi, with over two decades of experience across auditing, financial analysis, treasury, and FP&A roles at companies including Schlumberger, FedEx, and KPMG. Rohit Menon is a Regional Finance professional at Bioltec with more than 19 years of experience across multinational companies, focusing on finance transformation and developing FP&A capabilities. Sweta Jhalani is a Chartered Accountant and FP&A Manager based in India who transitioned from audit into FP&A, building experience in financial planning, analysis, and business partnering

Expect to Learn:

• How AI is transforming FP&A workflows

• Practical finance use cases for AI tools

• The importance of financial modelling and business partnering

• Why human judgment remains critical in AI adoption

• Building the skills needed for the future of finance

Eve Reiter is a global procurement leader and AI advocate with experience at Amazon, American Express, and State Street. Jurgen Lang is a Hamburg-based fractional CFO specializing in SaaS, sports, hospitality, and technology, with more than 15 years of finance experience. BukieFaforiji is an FP&A professional and creator of CFO Intel, an AI-powered platform that delivers transparent and auditable financial insights.

Expect to Learn:

• How AI is changing the day-to-day work of FP&A professionals.

• Why critical thinking and domain expertise matter more than ever in an AI-driven world.

• How finance leaders are using AI to automate workflows and build custom finance tools.

• What the AI Finance Club offers finance professionals looking to upskill.

• The opportunities,and risks, that AI creates for the future of finance careers.

Josette Ferrer is the Founder and Managing Director of Clairent Advisors, a valuation and business advisory firm specializing in business and intellectual property valuations. She also serves as President of the San Francisco Bay Area chapter of Financial Executives International (FEI) and is actively involved with organizations including How Women Lead, ProVisors, the American Society of Appraisers, and several executive leadership communities.

Expect to Learn:

• Why networking should start long before you need your next opportunity

• How to choose the right networking organizations for your career goals

• Simple strategies introverts can use to build meaningful professional relationships

• Why mentoring and networking naturally go hand in hand

Albert Lee is an FP&A leader, AI finance coach, and corporate trainer with over 13 years of experience helping finance teams embrace AI and automation. He has led FP&A functions across multinational organizations, including Merlin Entertainments and The Cookware Company, driving forecasting, profitability modeling, and process improvements across APAC. Today, Albert coaches CFOs and finance leaders through the AI Finance Club while delivering AI training for global organizations and professional finance communities.

Expect to Learn:

• Why AI should be your finance copilot

• How to build trusted AI workflows

• When to use AI vs. Power Query

• Best practices for secure AI adoption

• Key skills for the future of FP&A
  

Jack McCullough is the founder and president of the CFO Leadership Council, a professional community he built to empower senior financial executives through peer learning and collaboration. Over the course of his career, Jack has served as chief financial officer for twenty-six companies, leading not only finance but also business development, HR, and IT functions. 

Expect to Learn:

• Build FP&A teams with the three Cs: communication, curiosity, courage.

• Rare specialists can outperform broad generalists.

• Spot true critical specialists vs. those who just seem important.

• Find hidden influence by who people turn to in crises.

• Avoid promoting specialists away from their best work.

Alok Ajmera is the CEO of Prophix, a leading financial performance management platform helping CFO organizations modernize planning, budgeting, and forecasting. With over 22 years at Prophix, he has supported more than 3,000 finance teams globally in transforming how they close, consolidate, and plan. Alok has led the evolution of FP&A systems from spreadsheet-first to system-first, and now toward AI-enabled finance operations.

Expect to Learn:

• What makes FP&A a true force multiplier inside organizations

• How data stewardship, collaboration, and forecasting define great finance teams

• Why AI must stay deterministic when handling financial calculations

• The difference between probabilistic AI and structured finance systems

• How AI agents support FP&A without replacing financial control