NexGen Finance Transformation Summit (2nd Edition) Logo

NexGen Finance Transformation Summit (3rd Edition), New York City, 2026

The Future of Finance Isn’t Coming—It’s Already Here

Finance is moving faster than ever, driven by AI, automation, and intelligent systems that are redefining how institutions operate and compete. With the majority of financial organizations already integrating AI-driven capabilities, transformation is no longer optional—it’s expected.
This edition will dive deeper into real-world applications and strategies across AI, automation, robotic process automation (RPA), and next-gen digital finance solutions—helping organizations scale efficiency, manage risk, and unlock new growth opportunities.

Conference Date

5th November, 2026

Conference Time

09:00 AM ET

Location

New York City, United States

Speakers

12+ Fintech Experts, joined by delegates from across the globe

Future of Finance 2026 Event

About The Event

The NexGen Finance Transformation Summit (3rd Edition) brings together forward-thinking finance leaders, real-world insights, and the technologies reshaping the industry all in one place in New York City. It’s your chance to hear directly from industry experts on what’s working now, from AI-driven finance strategies to automation tools that simplify operations and improve decision-making at scale. With 600+ finance executives and decision-makers expected to attend, the summit creates space for meaningful conversations, valuable connections, and new business opportunities. The agenda features interactive sessions, Q&As, and roundtable discussions designed to go beyond theory and focus on practical ideas you can put into action.

Digital Finance Transformation

Why Attend?

Finance is evolving beyond numbers into a landscape defined by agility, intelligence, and transformation. At the NexGen Finance Transformation Summit, you’ll gain insights from industry leaders driving change and innovation in the finance sector.

  • Explore AI-driven forecasting, real-time automation, and next-generation security solutions shaping the future of finance.
  • Learn how to simplify operations, strengthen compliance, and improve efficiency with practical digital strategies.
  • Engage in high-value conversations with CFOs, fintech innovators, and transformation leaders addressing real challenges and opportunities.

Seize the Opportunity! Join us on 5th November, 2026, in New York City for an experience where ideas turn into action and connections drive real outcomes.

Who Should ATTEND?

The Finance Transformation Summit is a must-attend event for professionals driving innovation in finance and digital transformation. Whether you are a finance leader shaping the future of your organization or a tech expert revolutionizing financial processes, this summit will equip you with the knowledge, tools, and network to stay ahead. This exclusive Digital Finance Summit for CFOs and others brings together key decision-makers and industry pioneers, including CFOs, Directors, Heads, Managers & Specialists of:
Finance Transformation Summit (2nd Edition)
  • Finance
  • Finance Transformation
  • Financial Planning & Analysis (FP&A)
  • Financial Reportin
  • Financial Controller
  • Corporate Controller
  • AP/AR (Accounts Payable & Accounts Receivable)
  • Accounting
  • Tax & Audit
  • Treasury & Cash Management
  • Finance Operations
  • Strategic Finance Business Partner
  • Finance Strategy & Innovation
  • Corporate Finance
  • ERP/ RPA in Finance
  • Others

Event Highlights

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Industry

Bank Icon

Bank

Insurance Icon

Insurance

Financial Services Icon

Financial Services

Retail Icon

Retail

Technology Icon

Technology

Government Icon

Government

Media Icon

Media

Energy Icon

Energy

Utilities Icon

Utilities

Electronics Icon

Electronics

Topics We Cover

  • Financial Technology
  • Robotic Process Automation
  • Blockchain
  • Smart Contract
  • Investment Management
  • Financial Close Management
  • Payment Processing Cycle
  • Fraud Protection
  • Payment Integration
  • Omni-Channel Payments
  • Transaction Processing Quality
  • Accounting Practice Management
  • Accounting
  • Accounts Payable Automation
  • Accounts Receivable Automation
  • Billing
  • Budgeting and Forecasting
  • Cash Flow Management
  • Corporate Tax
  • CPM
  • Credit and Collections
  • Enterprise Payment
  • Financial Analysis
  • Financial Audit
  • Foreign Exchange
  • Invoice Management
  • Order Finance & Admin
  • Order Management
  • Recurring Revenue Finance
  • Remittance & Money Transfer
  • Revenue Management
  • Sales Tax and VAT Compliance
  • Travel & Expense
  • Treasury Management

20+

Industry-leading Speakers

150+

Attendees

15+

Knowledge Sessions

5+

International Sponsors

Our Speakers


Senior director

Srini

Seagate Technology


Director, Financial Planning and Analysis

Gaby Makstman

Square Trade


Head of Finance - North America, People Experiences and Technology Operations

Dhanashree Nene

Amazon


Sr Director of Finance

Jonathan Geraci

Homelight


Executive Vice President, Worldwide Strategic Accounts

James Hemeon

Mirafra technologies


Finance Process and Systems Transformation Lead

Puneet Thakkar

Google


VP of Capital Markets Execution

Kunal Shah

Upgrade, Inc.


AP Solutions Consultant

Max Kearney

Vic.ai


Founder & CEO

Manadeep Raje

The Finance Pro LLC

Panelist


Global Analytics Manager - Finance & Marketing

Priyanka Saraswat

Align Technology


Head of Strategic Finance

David Dang

lyft


VP

Vance Barnes

California Bank & Trust


Director & Sector Head -Enterprise Software

Eleonora Yashiro

Silicon Valley Bank


Finance Architect

Balaji Raj

Siemens Healthineers


Financial and Tax Advisor

Jeenchen Chen

Humanity Digital LLC (DBA, Cetera)


Financial Director

Alejandro (Alex) Ramirez

HNTB


Director, Revenue Accounting

Nisha Kumari

LiveRamp


Senior Project Manager

Rajesh K Goyal

Apple


Director of Product Management, Embedded Finance

Raman Aulakh

Visa

Our Sponsors

Platinum Sponsor

Gold Sponsor

Gold Sponsor

Gold Sponsor

Gold Sponsor

Gold Sponsor

Silver Sponsor

Past Sponsors

Diamond Sponsor

Platinum Sponsor

Platinum Sponsor

Gold Sponsor

Gold Sponsor

FieldGuide Logo

Gold Sponsor

OutSystems Logo

Gold Sponsor

Gold Sponsor

Gold Sponsor

Silver Sponsor

Silver Sponsor

Sage Logo

Silver Sponsor

Speak at Our Digital Finance Transformation Summit (2nd Edition)

Join us as a speaker at the NexGen Finance Transformation Summit (3rd Edition) and share your perspective on key topics shaping modern finance—from financial technology and AI to robotic process automation, blockchain, and smart contracts.

Engage with industry leaders and contribute to conversations driving the next wave of finance transformation. This is an opportunity to showcase your expertise, exchange ideas, and connect with a highly engaged audience of banking and finance professionals.

Be part of the dialogue shaping the future of finance.

Exclusive 1 on 1 Meetings

Gain direct access to top finance executives, decision-makers, and fintech innovators through pre-scheduled, high-value meetings at the NexGen Finance Transformation Summit (3rd Edition). Whether you’re looking to showcase your solutions, explore strategic partnerships, or close high-impact deals, these personalized sessions are designed to make every interaction meaningful, allowing you to connect with the right people, have focused conversations, and turn opportunities into real business outcomes.

Digital Finance Summit For CFOs

Engaging Roundtable Discussions

Finance and technology are evolving rapidly, and staying competitive requires meaningful dialogue with those driving change. The interactive roundtable discussions at the NexGen Finance Transformation Summit (3rd Edition) offer a focused setting to exchange ideas, tackle key challenges, and gain practical insights from industry experts.

Here’s what’s on the agenda:

  • Understand how AI is transforming financial decision-making, automation, and risk management.
  • Explore how robotic process automation (RPA) is helping organizations reduce inefficiencies, lower costs, and improve operations.
  • Discover the latest cybersecurity strategies to safeguard financial data and mitigate risks in a digital-first environment.
Round Table Discussion

Registration Packages

Reserve Your Spot to Lead the NexGen Finance Revolution!

$499

In-Person Delegate Pass

  • In person Conference Attendance
  • 2 Theaters of Content
  • Panel Discussion & Live Q & A
  • Network with colleagues, partners, tech giants and start-ups
  • Snacks, Coffee/tea, Lunches
  • After-hours Networking Drinks Reception.
Register Now!

$999

In-Person Solution Provider Pass

  • In person Conference Attendance
  • 2 Theaters of Content
  • Panel Discussion & Live Q & A
  • Network with colleagues, partners, tech giants and start-ups
  • Snacks, Coffee/tea, Lunches
  • After hours Networking Drinks Reception
Register Now!

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