NexGen Finance Transformation Summit (2nd Edition) Logo

NexGen Finance Transformation Summit (2nd Edition), San Francisco, 2026

The Future of Finance Starts Here- Are You In?

Finance is evolving at lightning speed, and advanced technologies like AI are leading the charge. With over 80% of financial institutions having already adopted AI-driven solutions, the digital finance revolution is real.
Join us at the NexGen Finance Transformation Summit (2nd Edition) in San Francisco and be part of the movement shaping the future of finance. The summit will offer insights and discussions on the latest innovations in AI, automation, robotic process automation (RPA), and digital finance solutions.

Conference Date

18th March, 2026

Conference Time

09:00 AM PDT

Location

BEI San Francisco, Trademark Collection by Wyndham, 50 8th St, San Francisco, CA 94103, United States

Speakers

12+ Fintech Experts Accompanied by Delegates from Across the Globe

Future of Finance 2026 Event

About The Event

The NexGen Finance Transformation Summit (2nd Edition) is an event packed with expert insights, cutting-edge technology, and unparalleled networking opportunities, being organized in San Francisco. Get a chance to learn from industry leaders as they share the latest trends and innovations shaping the financial landscape. Explore AI-powered financial strategies and automation tools designed to streamline financial operations and drive success. Connect with over 600 finance executives and decision-makers, expanding your professional network like never before. Engage in interactive sessions, including Q&As, workshops, and roundtable discussions, to gain actionable insights and exchange ideas with peers.

Digital Finance Transformation

Why Attend?

Finance is no longer just about numbers- it’s about agility, intelligence, and transformation. At the NexGen Financial Planning and Analysis Conference, you’ll be at the forefront of innovation, learning from the brightest minds in the industry.

  • Explore AI-driven forecasting, real-time automation, and nex-gen security solutions that will redefine the finance sector.
  • Learn how to streamline workflows, enhance compliance, and maximize operational efficiency through automation and digital tools.
  • Engage with CFOs, fintech pioneers, and digital transformation leaders in high-impact conversations on the challenges and opportunities in finance.

Seize the Opportunity!

Come join us in San Francisco on 18th March, 2026, for a transformational experience.

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 (2nd Edition) and share your insights on cutting-edge topics like Financial Technology, Robotic Process Automation, Blockchain and Smart Contract.

Engage with industry pioneers and influence the next generation finance transformation technology. This is your chance to showcase your expertise, inspire innovation, and connect with a vibrant community of banking and finance professionals.

Let's shape nexgen finance transformation together!

Exclusive 1 on 1 Meetings

Get unparalleled access to top finance executives, decision-makers, and fintech innovators through pre-arranged, high-value meetings at this Future of Finance 2025 event. Whether you're looking to showcase your cutting-edge solutions, explore potential partnerships, or secure strategic deals, these personalized sessions provide the perfect setting to make every conversation count.

Digital Finance Summit For CFOs

Engaging Roundtable Discussions

Finance and technology are evolving at a rapid pace. To stay competitive, it’s essential to engage in forward-thinking discussions with industry leaders who are shaping the future. The interactive roundtable discussions at our AI in Finance summit provide an exclusive opportunity to exchange ideas, tackle pressing challenges, and gain insights from experts.

Here’s what’s on the agenda:

  • Understand how artificial intelligence is revolutionizing financial decision-making, automation, and risk management.
  • Learn how robotic process automation (RPA) can eliminate inefficiencies, cut costs, and enhance financial operations.
  • Discover the latest cybersecurity innovations to protect financial data and prevent fraud in a digital-first world.
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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