Why Attend
Close the Skills Gap on Your Team
Your team needs training across modeling, forecasting, dashboards, and reporting. Register everyone. Every seat is free, and the training comes from the best practitioners in the field.
Stop Building From Scratch
Every session comes with models, templates, and frameworks you can put to work the same week. The speakers hand you the tools they already built and tested.
Sharpen Your Reporting
Better board decks, cleaner variance analysis, and financial storytelling that earns trust from leadership, investors, and boards. Walk away with techniques you can apply before your next board meeting.
Get In the Room With Your Peers
Thousands of CFOs, VPs of Finance, Controllers, and FP&A leaders. The conversations you can't have inside your own company happen here.
Register Your Whole Team
Two days of structured training across seven finance disciplines. Free for every seat. Send this to your department and give your team the same playbooks the top finance teams are using.
100% Virtual
July 14 and 15, 2026
100% Virtual
Goody bag delivered
Agenda
Financial Modeling
How top finance teams structure models that leadership trusts and uses for decisions
Forecasting
Forecasting frameworks from practitioners who do this every month
Variance Analysis
The processes behind teams that turn variance reports into action
Financial Storytelling
How to turn raw numbers into narratives that move executives, boards, and investors
Dashboards
What the best finance dashboards look like and how to build them for your team
Excel
The formulas, structures, and techniques that separate a good spreadsheet from a great one
Board Reporting
How finance leaders build the decks, packages, and presentations that earn trust at the highest level
FULL SUMMIT SCHEDULE
What Happens Across Two Full Days
Nine speakers. Workshops. Keynotes. Real models. Everything mapped out hour by hour. All times in ET.
DAY 1
DAY 2
All times shown in Eastern Time (ET)
START
END
TOPIC
SPEAKER
11:00 AM
11:15 AM
Welcome to the Strategic Finance Summit
Josh Aharonoff
11:15 AM
12:00 PM
3-Statement Modeling: The Most Valuable Skill in Strategic Finance
Josh Aharonoff
12:00 PM
12:30 PM
How to Update Excel Models in Minutes
Carl Seidman
12:30 PM
1:15 PM
Master Excel by knowing fewer functions than everybody else
Mark Proctor
1:15 PM
2:00 PM
Model Structure and the One-Formula Projection Framework
Josh Aharonoff
2:00 PM
2:30 PM
Enforce T&E Policy Before Non-Compliant Spend Happens
Jordan Moore
2:30 PM
3:15 PM
Why Great CFO Work Doesn't Scale (and how to fix it)
Michael King
3:15 PM
3:45 PM
Build World-Class Financial Models in Minutes with Model Wiz
Josh Aharonoff
3:45 PM
4:15 PM
What I learned from Interviewing 100s of Finance Leaders
Paul Barnhurst
4:15 PM
4:45 PM
TBD
4:45 PM
5:30 PM
Headcount Planning: Forecasting Your Most Important Expense
Josh Aharonoff
5:30 PM
5:45 PM
Strategic Finance Summit Day 1 Recap and Day 2 Preview
Josh Aharonoff
Josh Aharonoff
Your CFO Guy | CPA | Microsoft MVP
Speakers
Tickets
Pick Your Pass
FAQ
Is the Strategic Finance Summit free?
Who is this for?
Can I attend if I'm not a CFO?
Will sessions be recorded?
Do I need any specific software?
What's in the Builder Pass?
What makes this different from other finance conferences?
Can I register my whole team?
Who's behind this?