What happens when global trade shifts, volatility surges, capital markets reawaken, talent models evolve, and intelligent systems transform finance and operations?
CFOs are at a tipping point, tasked with leading through global market volatility while preparing for exits, executing acquisitions, scaling sustainably, and rethinking how finance teams operate in a leaner, AI-augmented world. Thankfully, you don’t have to tackle these challenges alone.
The F Suite's Strategy Summit in New York City is our flagship conference, bringing together your closest peers from the most exciting growth and later-stage companies. You don’t want to miss this opportunity to not only learn from mainstage speakers, but also connect meaningfully through small group breakout discussions.
Walk away with fresh strategies, practical frameworks, and peer-tested insights to help you scale confidently, no matter how volatile the world becomes.
48 Wall Street Building
48 Wall Street
New York, NY 10005
We have secured a room rate of $395 at The Mint House. Please click HERE to make your reservation. Note that reservations will be accepted until Friday, September 5 or the block is full (whichever comes first).
Opening Remarks &
Mainstage | The Outlook Live: Q3 Vibe Check:
As we head into the final stretch of 2025, CFOs are navigating a window of strategic opportunity, alongside bubbling uncertainty. M&A activity is rebounding, capital deployment is picking up, and investors seem cautiously optimistic. At the same time, economic signals remain mixed, and CFOs are under pressure to make smart bets on growth, efficiency, and liquidity.
In this live edition of The Outlook, top investors and thought leaders will sit alongside seasoned CFOs to share a candid, cross-sector view of how they’re approaching capital strategy, operating discipline, and market readiness. Expect real-world insights, forward-looking frameworks, and a chance to ask your own questions in this high-impact session designed for growth-stage finance leaders.
Mainstage Presentation | Deal Heat: CFO Playbooks for M&A in 2026 and Beyond
M&A is one of the most defining moments in a company’s journey, yet few CFOs get more than one or two chances to lead it. This session features The F Suite’s very own Scott Almeida (CFO, Recorded Future) alongside Julia Murphy (Principal, Insight Partners). Together, they’ll walk through Recorded Future’s path from Insight’s $780M acquisition in 2019 to its $2.65B sale to Mastercard in 2024. Expect candid lessons from that 5+ year journey, practical guidance for CFOs preparing for M&A, and a forward look at the deal landscape heading into 2026, including the playbooks that set best-in-class CFOs apart.
Small Group Breakout Discussion
AI Confessions: What CFOs Aren’t Posting on LinkedIn
Whether you’re deep in deployment or still on the sidelines, AI is reshaping finance organizations and teams in unexpected ways. In this candid small group discussion, join your closest F Suite CFO peers to explore how they’ve applied AI inside the finance function, from streamlining workflows and potentially reducing reliance on manual Excel processes to improving accuracy, efficiency, and decision-making.
We’ll focus on real finance org use cases, lessons learned, and open questions around tools, process design, team development, and ROI. We’ll also cover how CFOs are validating outputs, avoiding costly errors, and rethinking how junior finance team members are trained in an AI-enabled environment.
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Facts over Fluff: What Fund CFOs Are Actually Doing with AI
*For Fund Members Only
AI hype is everywhere, but few fund CFOs have truly invested the time to implement it meaningfully. This session will cut through the noise and explore where AI is, or isn’t, saving time across investment teams and back-office workflows. We’ll trade notes on privacy concerns, compliance, and whether automating processes like investor letters, QA, and data summarization is worth the upfront effort.
Small Group Breakout Discussion
Turning Data into Dollars (Safely)
Is there a valuable revenue stream inside your business that you haven’t fully tapped? For many growth and later stage companies, proprietary data can simultaneously be one of the most underleveraged and sensitive assets. Join your closest CFO peers to explore how they’re approaching data monetization in a way that balances opportunity with responsibility.
From pricing models and GTM partnerships to compliance risks and internal guardrails, we’ll surface what’s working, what’s stalling, and what CFOs wish they’d considered earlier.
Fundraising While Operating: Balancing Storytelling, Systems & Sanity
*For Fund Members Only
Whether you’re gearing up for a raise or in the middle of one, this conversation is about keeping the trains running. We’ll discuss how to craft a compelling narrative, prep marketing materials and data rooms, and maintain operational excellence without burning out the team. Learn how peers are evolving their tech stacks and staying efficient through multi-$100M+ raises.
Small Group Breakout Discussion
Valuation: Navigating Comps, Multiples, and the Grey Areas
Valuation conversations have become more nuanced and consequential. Whether you're preparing for a fundraise, IPO, or M&A discussion, the metrics that mattered five years ago may no longer apply. In this small group discussion, you’ll join F Suite CFOs from similar industries to explore how others are approaching valuation today, from selecting comps (even without clear analogs) to positioning your story as the market shifts from vanity metrics to substantive indicators like EBITDA.
We’ll cover the evolving balance of art and science, and the frameworks your closest peers are using to stay ready for whatever comes next.
Structuring for the Long Haul: Tax, Carry & Estate Planning for Firm Leadership
*For Fund Members Only
As private fund CFOs take on more responsibility for long-term financial strategy, tax optimization and carry structuring are top of mind. This roundtable will explore how leaders are approaching tax strategy for the management company, estate planning for GPs, and creative approaches to carry vehicle setup. Come prepared to swap notes or ask the questions your partners expect you to answer.
Mainstage Presentation | Agents of Change: What CFOs Are Learning from AI Rollouts
Throughout 2025, it’s been clear that you can’t spell “magic” without “AI.” We’ve been flooded with claims that it can do everything: cut costs, automate decisions, eliminate inefficiencies, even replace headcount. But what’s actually working? And what does the workplace of the future really look like?
This mainstage session will feature real case studies, both successful and not, of how CFOs and their teams are using AI across finance and operations. You’ll walk away with a clear-eyed understanding of AI’s true capabilities, its limitations, and what to focus on now to prepare your team and org for 2026 (and beyond).
