Navigate 2025 with clarity and purpose. From tackling M&A and evolving capital strategies to managing regulatory complexity and preparing for exits, CFOs need to turn their insights into decisive action.
Join The F Suite's National CFO Summit to uncover practical strategies from industry thought leaders on our mainstage and exchange firsthand knowledge with peers in tailored roundtable discussions. Gain actionable insights designed for your company’s size, stage, and industry.
Leave equipped with a roadmap to sharpen your leadership, tackle uncertainty, and achieve impactful results. Don’t miss this opportunity to stay ahead and forge success with your community!
Parc 55 Hotel - a Hilton Hotel
55 Cyril Magnin St,
San Francisco, CA 94102
We have secured a room block at the Parc 55 at a rate of $209 + Taxes per night. Please note that the hotel block expires on Monday, April 21st or when sold out (whichever comes first). Hotel Booking Link HERE
Mainstage Session | The Outlook Live: 2025 Pulse Check – Strategy, Capital & Growth:
As we move through the first half of 2025, how are best-in-class CFOs navigating market dynamics and positioning their companies for long-term success? Join us for a live version of our popular online webinar series, The Outlook, moderated by Byron Rooney (Partner, Davis Polk) and featuring Scott Jacobson (MD, Madrona) and Kameron Rezai (CFO, Verkada) for a halftime report on key capital markets & operating strategies that best-in-class CFOs are using to drive smart growth. Expect practical insights, candid advice, and strategic takeaways that you can implement immediately. There will also be time for Q&A - don't miss out!
Mainstage Session | M&A Momentum: CFOs Navigating The Next Wave of Deals:
M&A may be poised for a breakthrough year with private equity driving a significant share of deals—but how should CFOs approach their own M&A strategy? Whether positioning your company for a future sale or using acquisitions to fuel growth, CFOs at growth stage companies need a clear understanding of what makes deals successful. Join Tushar Gupta (MD, Blackstone), Derek Yan (Principal, Blackstone) and your F Suite co-chair, Charlie Wickers (CFO, Rover), as they break down what buyers look for, how to structure deals for long-term value, key lessons learned and take your questions. Walk away with an M&A game plan that you can use to position your company for success.
Small Group Discussions
Smarter, Faster or ...Louder? The Real Impact of AI
(For Senior, Growth and Early Stage CFOs)
Is AI truly transforming the CFO’s office or just adding more noise? Join your closest CFO peers for this discussion to explore what’s driving real efficiency gains, where AI-powered tools are making a measurable impact, and which use cases are still more "hype" than reality (for now). We’ll discuss how finance teams are adapting, what’s being widely accepted, and where skepticism remains. Leave with practical insights and specific recommendations on how your CFO peers are pursuing AI adoption, automation, and the future of finance tech.
AI for Fund CFOs: Transformation or Just Noise?
(For Fund CFOs)
Is AI truly transforming our office or just adding more noise? In this discussion, we’ll explore how AI-powered tools are impacting financial operations within investment funds, from portfolio company oversight to fund administration. We’ll dive into real efficiency gains, where AI adoption is driving measurable value, and which use cases remain more “hype” than reality. We'll also discuss anything noteworthy we've seen at our portfolio companies. Walk away with a clear understanding of what your closest CFO peers are doing to stay ahead.
Specific tracks for Fund and Crypto members.
Small Group Discussions
The Future of You and Your Team: Investing in Leadership & Succession
(For Senior, Growth and Early Stage CFOs)
Are you prepared to build a team that can thrive in 2025 and beyond? Join us for a discussion where you'll explore how your closest CFO peers are developing future leaders within their organizations, structuring teams for long-term success, and preparing for key succession moments. Whether it’s hiring, upskilling, or ensuring continuity through leadership transitions, this discussion will surface best practices and real-world strategies. We'll also discuss strategies you're using for your own career evolution. Walk away with peer-driven insights on how to build a resilient finance team and develop the next generation of leadership.
Tailored by company size, industry and stage.
Adapting Fund Strategy: Managing Capital, Liquidity, and Follow-Ons
(For Fund CFOs)
How do CFOs ensure their fund strategy remains agile as market conditions shift, portfolio performance evolves, and investor expectations change? This discussion will tackle how your peer investment fund CFOs are balancing follow-on investments vs. new opportunities and managing liquidity constraints while keeping LPs aligned. We'll also cover fund construction models and how your peers are updating actuals in real time. Attendees will leave with a stronger framework for adapting their capital strategies and making their organizations more effective.
Forging Success Through Leadership: CFOs Building Winning Teams
How can CFOs empower their teams to make bold moves and forge success? While AI, automation, and technology may be transforming finance, at its core, success is still driven by people. As CFOs oversee key functions, drive strategy, engage with investors, and even consider CEO paths—having a powerful, high-impact team behind them is critical. Join your F Suite co-chair, Shannon Tatz (CFO, Limble), Matt Hudson (CFO, Grammarly), Heidi Robinson (CFO, Because) and Chris Davis (CFO, Alma) share how they’ve navigated key inflection points in scaling finance leadership and building high-impact teams—leave with actionable strategies to drive lasting business success.
