Join C-suite finance leaders at CFO Summit San Jose 2026 for peer learning, AI insights, and agile finance strategies.
The CFO Summit San Jose 2026 gathers C-suite finance leaders for an invite-only day of unparalleled networking and learning. Attendees will explore proven methods to engage stakeholders, embed agile finance transformation, and integrate AI to unlock their finance function's full potential. Gain practical strategies for optimizing forecasting, spend management, and aligning financial goals with company growth, earning up to 8 CPE credits. Learn more at CFO Summit San Jose website
CFO Summit San Jose 2026 gathers 150+ C-suite finance leaders, offering unparalleled networking and peer learning in one focused day.
95% of attendees are senior management, including CFOs and VPs, with direct influence over financial strategy and tech adoption.
Gain practical strategies on AI, agile finance, and risk management to optimize operations, drive growth, and earn up to 8 CPE credits.
The Challenge
Without preparation, CFO Summit San Jose becomes an expensive networking trip with nothing to show.
150+ attendees. No way to filter by ICP. Finding ideal prospects means manually clicking through thousands of profiles.
30-40% of attendees register in the last 2-3 weeks. Finish reaching out to one batch, hundreds more registered. Always behind.
Without scoring and segmentation, all 150+ attendees look the same. Teams waste cycles on low-fit prospects instead of focusing on high-value targets.
Reaching prospects across email, LinkedIn, phone, and in-app manually is impossible at scale. Most teams pick one channel and miss opportunities.
Best Practices
Winning teams follow two phases: preparation and execution.
Monitor attendee lists continuously as 30-40% register in the last 2-3 weeks.
Add verified emails, LinkedIn profiles, company data, and tech stack to raw attendee names.
Score by role, title, job level, company size, revenue, location, industry. Match to target personas and ABM accounts. Focus on top 20%.
Email, LinkedIn, phone, in-app. Goal: pre-book meetings with high-value prospects.
Calendars should be 60-70% full with high-fit prospects before arriving at San Jose.
Know ICP score and context for every interaction. Focus on high-value targets.
These practices work. But 30-40% of attendees register in the last 2-3 weeks. Manual execution takes 5-7 days per batch. Teams would need to repeat identification, enrichment, scoring, and outreach continuously across email, LinkedIn, phone, and in-app. Most don't have the bandwidth.
The question isn't what to do. It's how to execute continuously at scale.
Spivot automates the event workflow from attendee extraction to post-event nurture. Execute best practices without manual work.
Try for FreeStrategy becomes workflow.
Best Practice: Monitor attendee lists continuously as registrations come in.
How Spivot Helps: Connect to the event portal or upload the CSV. We identify target prospects and refresh daily as new registrations come in. Catch the 30-40% who register late without lifting a finger.
Best Practice: Transform basic attendee lists into rich prospect profiles with verified contact data.
How Spivot Helps: Connect Apollo, ZoomInfo, or any other enrichment provider. We add verified emails, LinkedIn profiles, company data, and tech stack. Full control over provider and costs.
Best Practice: Score prospects against ICP and match to target personas to prioritize outreach.
How Spivot Helps: AI scores every attendee by role, title, job level, company size, revenue, location, and industry. Match to target personas and ABM accounts automatically.
Best Practice: Sync enriched, scored prospects to existing workflow.
How Spivot Helps: One-click sync to Salesforce, HubSpot, Outreach, Salesloft, Apollo, or export to Google Sheets. Enriched, scored lists ready for outreach.
Best Practice: Start personalized outreach 3-4 weeks before the event to schedule meetings.
How Spivot Helps: Launch campaigns in Outreach, Salesloft, or Apollo. Reach prospects across email, LinkedIn, phone, and in-app automatically. Track engagement, responses, and meetings. All attributed to CFO Summit San Jose.
Reach every attendee automatically, even the 30-40% who register late. Land in San Jose with meetings booked. Your competitors are still cleaning spreadsheets.
Your data stays secure and compliant
CFO Summit is an exclusive, invite-only gathering designed for C-suite finance leaders, including CFOs, VPs of Finance, and senior management. With 95% of attendees holding senior roles, it's ideal for those seeking to build meaningful connections with peers, access the latest trends in finance, and acquire actionable insights. The summit also benefits finance professionals looking to upskill their teams, as it's co-located with the FP&A Summit, offering shared networking and hyper-focused content tracks for comprehensive team development.
Absolutely. CFO Summit offers an unparalleled networking and learning experience, providing practical strategies to optimize forecasting, spend management, and align financial strategies with company growth. Attendees can earn up to 8 CPE/CPD credits while exploring AI integrations, agile finance transformation, and effective stakeholder engagement. The co-location with FP&A Summit expands networking opportunities, allowing you to connect with a broader range of finance leaders and gain diverse perspectives, making it a highly valuable investment for professional development and strategic insight.
CFO Summit covers critical topics for modern finance leaders, including AI integration in finance, agile finance transformation strategies, and robust data governance and visualization techniques. Attendees will delve into risk management, cyber security, and maximizing ROI in M&A. The agenda also features sessions on effective stakeholder engagement and collaboration, alongside discussions on building future-ready finance tech stacks. These topics are designed to equip finance professionals with the skills needed to unlock their function's full strategic potential and drive company growth.
Connect to the event portal or upload attendee data. Spivot automatically identifies, scores, and enriches prospects as new attendees register, with daily updates to catch late registrations.
Yes. Spivot is an AI agent that automates event workflows for any event where attendees are available in the event portal. The same workflow applies across all events.
Spivot's AI uses multi-factor analysis across role, title, job level, company size, revenue, location, and industry. Match attendees to target personas and ABM accounts automatically. Built-in intelligence recognizes equivalent roles like 'VP of Growth' and 'Chief Revenue Officer.'
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Book more qualified meetings. Spend less time on spreadsheets.
Spivot is an independent GTM automation platform. We are not affiliated with, endorsed by, or officially connected to CFO Summit San Jose or any event organizers mentioned on this page.
