future of finance summit & RESOURCES

Welcome to

the Future of Finance.

To transform the profession in its broadest context and re-imagine the finance function of the future.

FUTURE OF FINANCE

We are entering uncharted territory. A new world is upon us. Those who conquer it will be those who reimagine, redefine, and reinvent not only themselves and their businesses, but what it means to live and work in a post-pandemic world. The AICPA & CIMA's Future of Finance initiative and series of events brings leaders in the finance profession at top global organizations together to co-create the future of the profession and define the steps to get there.

Join us for the FIFTH annual Future of Finance Summit in NATIONAL HARBOR: WASHINGTON, DC.

Future of Finance Summit 2027

August 16-18, 2027

This event provides an intimate setting for senior finance and accounting leaders to co-create the future of the profession through a highly interactive forum.

Focused on the themes of talent and value creation shaping how the finance organization evolves, hear from leading experts, and translate into actionable next steps for your organizations via peer-to-peer breakout discussions.

Peer discussions will be guided by the Future of Finance Leadership Advisory Group (FFLAG); this group has built out the agenda and finance maturity model to aid in attendees leaving with concrete plans for leading transformation at individual organizations.

RECENTLY RELEASED: The Evolution of the CFO Whitepaper

The CFO Role Is Evolving. Is Your Leadership Keeping Up?

The finance leaders shaping the future aren't just managing balance sheets — they're retooling teams, rebuilding organizational trust, and personally sponsoring transformation. Download this free whitepaper, drawn from the 2025 Future of Finance Summit, and get a blueprint for what effective CFO leadership looks like today.

ACCESS THE FULL WHITE PAPER

People come with ideas, we want to share, we want to learn together. It is the top professional development opportunity of the year. I look forward to it. I've looked forward to it the last two times I've been here, and as long as it keeps happening, I'm going to keep coming back."

Save The Date

Upcoming Future of Finance Events

in-person summit

Chicago, Il

August 16th - 18th, 2027

REGISTER NOW

#FutureReady Live

Watch our #FutureReadyLive interviews with Transformation stories from our Future of Finance Leadership Advisory Group and authors, keynote speakers and more here:

Tom Hood, CPA, CGMA, CITP

VIEW FUTUREREADY LIVE VIDEOS & RESOURCES

FOLLOW TOM HOOD ON LINKEDIN

The Next Frontier of Finance: Taking AI from Theory to Implementation

In August 2025, approximately 50 members of AICPA & CIMA’s Future of Finance Leadership Advisory Group (FFLAG) convened for a two-day hands-on Artificial Intelligence (AI) workshop.

The workshop focused on practical implementation, not theory, by working through AI scripts and use cases. Participants also mapped out their tech stacks and implementation road map sharing what works and what doesn’t. The pattern that emerged: finance leaders are done admiring the AI problem. They want a tech stack that ships value quickly, a data foundation that handles real-world complexity, and a people plan that removes fear and builds capability.

Three conclusions were underlined by the Finance leaders in attendance:

First: Move from experimentation to enablement.
Second: Treat the finance tech stack as a dynamic, adaptive ecosystem.
Third: Data wins or everything fails.

ACCESS THE FULL WHITE PAPER

STRATEGIC INSIGHTS FROM THE 2025 FUTURE OF FINANCE SUMMIT

Building the Frontier Organization: Tech, Talent, and Value Creation

Amid unprecedented uncertainty, rapid technological change, and a growing talent crunch, finance leaders are being called to step beyond traditional roles and lead enterprise value creation. Building the Frontier Organization: Tech, Talent, and Value Creation captures the most critical insights from the 2025 Future of Finance Summit—distilling real conversations, real challenges, and real lessons from CFOs and finance leaders navigating this shift in real time. Inside, you’ll explore how finance is evolving from scorekeeper to value partner, how AI and data are reshaping operating models, why talent and mindset now matter more than tools alone, and what it truly takes to build a resilient, future-ready finance organization. Download the report to learn how today’s finance leaders are not just managing change—but shaping what comes next.

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GENAI WHITEPAPER AVAILABLE

Strategic Insights from Future of Finance Leadership Advisory Group Meeting #23
Transformation, Technology (GenAI) and Talent from the Perspective of Finance Leaders

VIEW THE EXECUTIVE SUMMARY

ACCESS THE FULL WHITE PAPER

Previous Session Themes

The following were the major themes covered during the 2022 Summit to help attendees leave with clear action items:

Ajit Kambil, Deloitte | Overcoming barriers to execution
Amrah Johnson, Coca-Cola | Finance roadmap to achieve 10-year business strategy
Dave DeFreitas, retired Caterpillar & TADA Cognitive Solutions | Value partnering & the value of acting as an owner of the business
Andy Drexler, Kimberly-Clark Corporation | Maintaining an effective control environment / stewardship
Graham Collins, BP | Agile Finance
James Miln, Yelp | ESG
Leanne Clarke, IBM Canada | Digital Transformation
Monte Swain, BYU | Revenue Model research initiative
Leslie Shih, Russell Reynolds Associates | Hiring & succession planning
Natalie Wharton, WBC | FAMM & Capability Framework
Enda Wiseman & Richard Latchford, GSK | Next level biz partnering – path to value partnering & transformation
Jeff Hales, Board Member, ISSB | ESG & ISSB standards

Previous Summit Presentations & Resources

Access resources, watch presentations, and explore additional references from prior Future of Finance events.

ACCESS 2026 RESOURCES

ACCESS 2025 RESOURCES

ACCESS 2024 RESOURCES

The Future of Finance Summit was just the beginning of a continual evolution and focus on defining the future of finance.

If you’d like to get involved, reach out to Barry Payne, Director - External Relations, Management Accounting, AICPA-CIMA | barry.payne@aicpa-cima.com