Planful Perform 2026 | Finance Workshops & Roadshow

The community, insights, and impact you know, now closer than ever.

We’re bringing Perform to you

Join us for in-person conversations, product insights, and real-world takeaways with peers and Planful experts. Choose a city near you to register.

$299

New York City

May 14, 2026

Intercontinental Times Square

$299

San Francisco

May 21, 2026

JW Marriott Union Square

Built for You. Elevated by You.

Perform26 was built around you. We’ve reimagined our popular annual event to bring it even closer to where you are, focusing on what matters most to your team.

In just one impactful day, you’ll get hands-on workshops, best practices, and the latest innovations designed to raise the financial IQ of your entire organization. You’ll leave with real insights you can put to work immediately.

Agenda

8:00–9:00 am

Registration & Networking Breakfast

9:00–9:45 am

Opening Keynote: State of the Market & Planful’s Vision

Join us for a future-focused kickoff on where finance is headed, how AI is reshaping decision-making, and what it takes to build a modern operating model that keeps your organization agile, governed, and ready for what’s next. Planful CEO, John Herr, will then share Planful’s vision for the road ahead, highlighting the forces transforming the industry and where Planful is investing to help teams move faster with confidence.

Speakers: Rowan Tonkin, CMO - Planful
John Herr, CEO - Planful

9:45–10:00 am

Coffee Break

10:00–11:15 am

Product Innovation: What's New in 2026

See what Planful has been building and where it's headed. From DeepThink to the latest AI-powered workflows across planning, reporting, and workforce, this session gives you a live look at the roadmap and what's coming next.

11:15–11:30 am

Coffee Break

11:30–12:15 pm

Future Forward Finance Roundtable: AI in Practice

Skip the slides and join the conversation. Future Forward Finance: AI in Practice is an interactive, peer-to-peer roundtable where finance leaders compare notes on what’s working (and what’s not) as AI moves from concept to capability. In small groups facilitated by Planful team members, you’ll connect with peers navigating similar questions—sharing real scenarios, obstacles, and next-step ideas—and leave with fresh perspective on what’s possible for your finance organization.

Speakers: Matt Sledge - Planful