Agenda

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2026 Agenda

7:30am – 8:15am
Registration and Continental Breakfast
8:15am – 8:30am
Opening Remarks
- Jeremy Seidman is a Managing Director at UBS Financial Services and joined in 2015 after spending more than 10 years at Credit Suisse in Boston. As ...
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8:30am – 9:00am
Welcome to MIT Sloan CFO Summit by MIT Sloan Professor

Distinguished Professor Eric So, MIT Sloan, shares insights into his research on how artificial intelligence can impact critical thinking, memory and judgment. How does “AI gravity,” the pull to use AI, reshape human thought.
- Eric So is the Sloan Distinguished Professor of Global Economics and Behavioral Science at MIT. His work combines economics and behavioral science to study the interactions between human nature, incentive systems, and technology. A tenured full professor, he is a member of both the Global Economics and Management group and the Behavioral and Policy Sciences area at the MIT Sloan School of Management.
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9:00am – 9:30am
Morning Fireside Chat

In conversation with Distinguished Professor Eric So, MIT Sloan, CFO Eimear Bonner, Chevron, on how one of the world’s leading integrated energy companies is also powering solutions for AI growth. Learn how this 146-year-old company combines innovation and discipline to navigate market and technological change.
- Eimear P. Bonner, 51, is chief financial officer for Chevron Corporation, a position she assumed in 2024. She is responsible for audit, controller, investor relations, tax and treasury activities worldwide.
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- Eric So is the Sloan Distinguished Professor of Global Economics and Behavioral Science at MIT. His work combines economics and behavioral science to study the interactions between human nature, incentive systems, and technology. A tenured full professor, he is a member of both the Global Economics and Management group and the Behavioral and Policy Sciences area at the MIT Sloan School of Management.
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9:30am – 10:00am
Morning Keynote

By creating remarkable customer experiences, you stop your customers from leaving and you keep them coming back for more. While some CFOs are hands-off when it comes to customer relations, Joey knows that the CFO can play a valuable role as customer champion.
- For almost twenty years, Joey has helped organizations retain their best customers and employees – turning them into raving fans via his entertaining and actionable keynotes, workshops, and consulting projects. He has a long history of energizing and motivating audiences to enhance their customers’ experiences and employees’ experiences. He is an award-winning speaker (yes – they do have speaking contests) at both national and international conferences – competing against New York Times bestselling authors, business leaders, and internet sensations/celebrities. He is the author of the #2 Wall Street Journal bestseller, Never Lose a Customer Again and the recently released Never Lose an Employee Again.
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10:00am – 10:30am
Morning Coffee Break
10:30am – 11:30am
Track I - Creativity

Cybersecurity, competition, capital uncertainty and more, there’s a lot of risk to wrangle. But it’s even harder for companies to achieve success without taking risks. Check out CFO strategies to embrace uncertainty and embed resilience.
- Marie-Claude is the global co-convener and North America lead for the Risk & Resilience Practice.
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- As Chief Financial Officer at WHOOP, Michener Chandlee leverages his extensive financial expertise to drive strategic financial planning and operational excellence. Prior to WHOOP, Chandlee was the CFO of Fanatics and also spent nearly 20 years at Nike in various leadership roles, including Chief Risk Officer and CFO of Nike’s Global Marketplace.
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Track II - Judgment

We say it every year, and it’s true, CFOs are being asked to do more. From technology to human resources, legal to investor relations, not to mention FP&A, cash management and growth. Learn how best-in-class CFOs lead, delegate and manage for long-term strategy and day-to-day results.
- Kristin Broughton covers CFOs and corporate finance for the WSJ Leadership Institute’s CFO Journal.
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- April is an experienced finance executive who has focused much of her career on healthcare, specifically on outcome-based models. April has held leadership positions at Iora Health (now One Medical), Fresenius, Care.com, and Amazon. She began her career in public accounting at KPMG. She holds an MSA and B.S. from Babson College and is a CPA licensed in Massachusetts.
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11:30am – 12:00pm
Luncheon Buffet
12:15pm – 1:15pm
Luncheon Keynote Panel

How do CFOs at the largest companies use creativity and judgment across their audiences including employees, Boards, customers, shareholders and others. Are there any easy choices these days and what are the considerations in making difficult decisions?
- Walden Siew is the bureau chief of The Wall Street Journal’s CFO Journal.
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- Pascal serves as AT&T’s Senior Executive Vice President and Chief Financial Officer, where he and his team oversee the financial strategy for AT&T’s $122 billion connectivity business. He is responsible for leading the company’s financial planning, accounting, tax, auditing, treasury, investor relations and corporate real estate functions.
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- Tom Doxey joined Southwest in February 2025 as Executive Vice President and Chief Financial Officer. In this role, Tom leads all aspects of the Company’s finance organization, including accounting, tax, financial reporting, financial planning and analysis, fleet management, treasury, and investor relations. He also oversees corporate strategy, corporate facilities, internal audit, and supply chain.
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- Jim Lee is executive vice president and chief financial officer for Target and a member of its leadership team. He is responsible for Target’s corporate finance, enterprise strategy, enterprise partnerships and corporate development. As the company’s chief financial steward, Jim is responsible for financial planning and analysis, internal audit, compliance with GAAP, investor relations, treasury, tax, risk management and financial services.
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1:30pm – 2:30pm
Track 1 - Creativity

Revenue quality and expense management; assets, liability and equity. How do CFOs maintain operational focus for durable, profitable growth.
- Chris Menard is Chief Financial and Operating Officer at Gordon Brothers. Chris is responsible for the overall management of the firm’s financial functions, including global financial reporting, planning and analysis, treasury, and tax strategy and compliance. Additionally, he oversees operations ensuring overall efficiency in support of the firm’s growth strategy.
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- Mark Harris is Chief Financial Officer and Chief Operating Officer of FGS Global, bringing more than 30 years of global finance and operational leadership experience, including 16 years in Europe and Asia. His background spans public companies and investment management, including leadership roles at four public companies, a $20+ billion asset management firm, and a ~$2 billion business development company.
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Track 2 - Judgment

A company’s valuation is only as good as its strategy, and access to capital follows accordingly. With CFOs at the nexus of these business fundamentals, it’s critical to have an understanding of how best to manage these core pillars. Join us for a master class panel on PE valuation, strategy and capital.
- Matthew is a leader in McKinsey’s Private Capital Practice, where he partners with investors and their operating teams to underwrite and execute investment theses and drive value creation across portfolio companies through end-to-end transformations. His work spans the full deal lifecycle—including top-of-house strategy, diligence, post-acquisition transformation, and exit readiness—and extends across a broad range of investment vehicles, including private equity, growth equity, secondaries, GP stakes, real estate, credit, and special situations.
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- Anthony DeRosa is a Managing Director in Leveraged Finance at UBS Investment Bank, where he advises private equity sponsors and corporate clients on acquisition financing, leveraged lending, and capital markets transactions. With nearly two decades at UBS, he has extensive experience structuring and executing complex financing solutions across a broad range of industries.
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- Matt Kosovsky is Chief Financial Officer of Thrive, a global provider of AI, cybersecurity, cloud, and managed IT services. He leads the company’s financial strategy and operational performance as Thrive continues its rapid growth and acquisition strategy. Previously, Matt spent nearly a decade at Berkshire Partners, partnering with private equity-backed companies on value creation and operational improvement, following his career in transaction advisory at Deloitte. He is a CPA and holds bachelor’s and master’s degrees from the University of Connecticut.
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- Susan Young is Chief Financial Officer of ESO, a leading data services and software company serving emergency medical services, fire departments, hospitals, and government agencies. She oversees the company’s global finance organization, helping drive strategic growth and operational excellence as ESO advances its mission to improve community health and safety through the power of data.
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2:30pm – 3:30pm
Track 1 - Creativity

We’re talking coding tools, LLMs, agents, and cost (yes, cost), as AI continues to dominate technology conversations. Learn the latest on how CFOs are refining the use of AI to ensure optimal outcomes.
- Davide leads McKinsey’s data and artificial-intelligence work in Europe, the Middle East, and Africa, and the firm’s strategy and corporate finance work for banks in those regions. He helps companies leverage their data to build the capabilities and culture needed to become a data-driven organization. He also helps CFOs radically innovate their finance function, leveraging digitization, artificial intelligence, and automation.
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- Tim Adams is Chief Financial Officer of Validity, bringing more than 30 years of financial leadership experience across high-growth software and technology companies. He has a proven track record of scaling private and public businesses, leading finance organizations through rapid growth, strategic acquisitions, and public company operations.
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- Cristian “Cape” Capellino is Chief Financial Officer of Orbia, where he leads the company’s global finance organization, including Accounting, Treasury, FP&A, Tax, and Investor Relations. With more than 23 years of international finance leadership experience, he has played a key role in strengthening financial governance, driving capital allocation discipline, and leading finance transformation across operations in more than 40 countries. Before joining Orbia in 2020, Capellino held senior finance and business leadership roles at Tenaris and began his career at Deloitte. He holds an MBA from the MIT Sloan School of Management and a Public Accountant degree from the National University of Córdoba.
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- Sara Furber is the Chief Financial Officer for Tradeweb Markets, and a member of the Executive Committee. She oversees all of the firm’s finance activities and manages the investor relations and strategic planning functions. She also leads the company’s global corporate development team, including driving forward both organic and inorganic growth initiatives.
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- Vipul Shah is the Co-Founder and CFO of FinQore, the first AI-powered System of Record purpose-built for strategic CFOs and lean finance teams. FinQore automates financial operations, eliminates spreadsheet chaos, and provides real-time, auditable insights to help PE-backed CFOs maximize valuations and maintain exit-readiness. Leveraging two decades of experience as an operator and investor at Goldman Sachs, Brightwood Capital, and ArrowMark Partners, Vipul built FinQore to solve critical challenges driven by fragmented data and inefficient manual processes that frequently impede growth and strategic clarity.
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Track 2 - Judgment

How is the modern finance function evolving and what does it mean for CFOs? With AI handling more routine work, what does it mean for the role of the CFO and the finance function operating model? We’ll take a 360 degree look at strategies for personal and department success.
- Jason Kropp advises emerging and growth-stage companies, venture and growth equity investors, and mature private businesses on strategic transactions across the life sciences, biotech, medical device, software, and e-commerce sectors. He counsels clients from formation through exit, including venture financings, M&A, and other key corporate deals, and has advised on 500+ private company financings totaling over $32 billion.
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- James Noonan became TriMark’s Chief Executive Officer (CEO) in July 2026. Prior to his appointment he held the position of Chief Financial Off...
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- Andrea Spinelli is a Managing Director of Business Performance Improvement in the Boston office of Protiviti, and leads the East Region Managed Business Services (MBS) practice. She has more than 22 years of experience in business performance improvement, specializing in finance optimization solutions including process design, re-engineering, shared services and managed business services.
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- Julie Swinehart is Executive Vice President and Chief Financial Officer of Fenway Sports Group, where she oversees finance and accounting across the organization’s global portfolio of sports, media, entertainment, and real estate businesses. She serves as a strategic advisor on investment initiatives and leads financial reporting and capital planning for the ownership group, investors, and banking partners.
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3:30pm – 4:00pm
Coffee Break
4:00pm – 4:30pm
Afternoon Fireside Chat

MIT Professor Dean Eckles, the William F. Pounds Professor of Management and a Professor of Marketing at MIT Sloan, joins CFO Brian Robins of Snowflake, for a conversation into the past, present and future of AI including context, connections and control. Learn more about the CFO’s role in ensuring AI value at the intersection of robust models and trusted data.
- Brian Robins is the Chief Financial Officer at Snowflake, where he is responsible for shaping Snowflake’s financial strategies to support its growth and leads the global finance organization, including accounting, internal audit, planning, treasury, tax, reporting, and investor relations.
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- Dean Eckles is the William F. Pounds Professor of Management and a Professor of Marketing at MIT Sloan. He is Associate Director of the Institute for Data, Systems & Society in the Schwarzman College of Computing.
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4:30pm – 6:15pm
Networking Reception

CPE Information

Program level: Intermediate
CPE: 7.5 (pending)
Fields of Study: Finance, Information Technology,
Communications and Marketing, and Personal Development
Program Prerequisites: Attendees should have 3-5 years of experience with technical business skills including accounting and finance, and general business operations including business management and organization.
Advanced Preparation: None
Delivery Method: Group-Live

Learning Objectives:

Understand how today’s CFOs apply key financial principles to business decision-making
Learn how to analyze financial risks for capital and resource allocation
Identify and apply tools to evaluate AI implementation and usage
Evaluation techniques for information technology within the financial function
Learn strategies for structured information gathering for business presentations, media and investor relations
Identify and apply time management, prioritization, collaboration and deadline management

Agenda

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2026 Agenda

CPE Information

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