JW Marriott San Francisco Union SquareMay 21, 2026
Join us for a future-focused kickoff on where finance is headed, how AI is reshaping decision-making, and what it takes to build a modern operating model that keeps your organization agile, governed, and ready for what’s next. Planful CEO, John Herr, will then share Planful’s vision for the road ahead, highlighting the forces transforming the industry and where Planful is investing to help teams move faster with confidence.
Speakers: Rowan Tonkin, CMO, and John Herr, CEO - Planful
See what Planful has been building and where it's headed. From DeepThink to the latest AI-powered workflows across planning, reporting, and workforce, this session gives you a live look at the roadmap and what's coming next.
Speakers: Mark Bauer, Sanjay Vyas, Sean March, Rowan Tonkin - Planful
One of the most valuable parts of any conference is the conversation between sessions. Finance Forward makes that the session. In small groups facilitated by Planful team members, you'll compare notes with peers on what's actually working as your teams take on AI, processes, and expectations, trading real scenarios, obstacles, and next steps with people navigating the same questions you are. With finance leaders from across industries and company sizes at every table, you'll leave with a perspective you couldn't have found anywhere else.
Speakers: Matt Sledge - Planful
Learn from experts and innovators who will supercharge your organization's financial IQ.
Chief Executive Officer Planful
Chief Customer Officer Planful
Chief Marketing Officer Planful
SVP, Product Management Planful
Senior Solution Consultant Planful
McLarens
CalCPA
Director of Accounting Systems








