San Francisco

JW Marriott San Francisco Union SquareMay 21, 2026

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Limited discounted rooms are available for $229 plus taxes and fees.

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Agenda

8:00–9:00 am

Registration & Networking Breakfast

9:00–9:20 am

Welcome & State of the Market

Join us to hear a future-focused perspective 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.

Speakers: Rowan Tonkin - Planful

9:20–9:45 am

Fireside Chat: Where Planful is Going

Step into a candid conversation with Planful CEO, John Herr, as shares his perspective on the future of finance, the forces reshaping the industry, and the bold vision driving Planful forward.

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.

Speakers: Mark Bauer, Sanjay Vyas, Sean March, Rowan Tonkin - Planful

11:15–11:30 am

Coffee Break

11:30–12:15 pm

AI Roundtable Discussion

Skip the slides and join the conversation. In small groups facilitated by Planful team members, you'll connect with peers who are navigating the same AI questions you are and walk away with fresh perspective on what's possible.

Speakers: Matt Sledge - Planful