Fintech and digital banks

meet over 200 of the top financial directors and vice presidents of finance at the CFO SaaStr Summit 2025 on May 13!

29 March 2025

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The future of finance is being written today. Artificial intelligence is redefining the role of CFOs. An unmissable event for financial leaders.
Join us on May 13 at the SaaStr Annual for the second CFO Summit 2025, an exclusive meeting bringing together over 200 finance and AI experts. Discover how advanced technologies like Agentic AI are transforming financial functions into strategic levers. Renowned speakers such as Andreessen Horowitz, Emergence Capital, and OpenAI will share their innovative visions. Dive into captivating discussions about the future of finance teams, accelerating decision-making, and optimizing back offices. In partnership with Carta and Grant Thornton, this event provides a unique opportunity to network with the industry’s top leaders. Don’t miss this opportunity to position your organization at the forefront of financial innovation.

The CFO Summit SaaStr 2025 is the must-attend event for all CFOs and VPs of Finance who wish to expand their network, discover the latest industry trends, and learn from the most influential leaders. Organized by Lloyed Lobo in partnership with Carta and Grant Thornton, this summit will take place on May 13, 2025 at the prestigious SaaStr Annual.

Table of Contents

What are the main objectives of the CFO Summit SaaStr 2025?

The CFO Summit SaaStr 2025 aims to gather over 200 CFOs and VPs of Finance for a day rich in exchanges and learning. The main objective is to create a space where financial leaders can:

Exchange best practices and innovations that are transforming the finance function.
Explore the impacts of AI on financial processes through presentations by renowned experts such as OpenAI and SnapLogic.
Develop strategies to navigate a constantly evolving financial environment, particularly with the emergence of Agentic AI.
Create unique networking opportunities with CEOs and CXOs from leading companies.

By participating in this summit, finance professionals will not only enrich their knowledge but also strengthen their strategic role within their organizations.

What to expect from renowned speakers at the summit?

One of the strengths of the CFO Summit SaaStr 2025 lies in the quality and diversity of the speakers. Representatives from Andreessen Horowitz, Emergence Capital, OpenAI, and SnapLogic will share their perspectives on the future of finance. Participants will have the opportunity to hear experts discuss topics such as:

Intelligent automation and its role in transforming financial functions.
New technologies that are redefining the financial landscape.
Growth strategies based on the optimal use of data and AI.

These presentations will enable participants to understand how to integrate these innovations into their own practices, thus fostering a transition to more agile and strategic financial organizations.

How Agentic AI is revolutionizing the finance function

Agentic AI is at the heart of the transformation of CFO roles. Unlike traditional automation that focuses on simplifying workflows, Agentic AI allows finance to become an intelligent, strategic, and highly adaptable function. Here’s how:

Increased autonomy: Autonomous agents can handle complex tasks without human intervention, freeing CFOs to focus on strategic initiatives.
Predictive analytics: With AI, finance teams can anticipate market trends and make informed decisions quickly.
Cost optimization: Agentic AI identifies cost reduction opportunities while maximizing operational efficiency.

This transformation requires an evolution of finance professionals’ skills, shifting from mere controllers to orchestrators of growth and automation. The CFO Summit SaaStr 2025 will address these changes and provide strategies for effectively adopting these new technologies.

Who are the main partners and sponsors of the event?

The CFO Summit SaaStr 2025 benefits from the support of prestigious partners such as Carta and Grant Thornton, as well as influential sponsors like Andreessen Horowitz and Emergence Capital. These collaborations ensure a quality program with input from thought leaders and exclusive networking opportunities.

Partners play a key role in providing resources and ensuring that the summit stays at the forefront of financial and technological trends. Moreover, through these partnerships, participants will have access to exclusive content and collaboration opportunities with innovative companies such as OpenAI and SnapLogic.

What are the key themes of the summit agenda?

The agenda of the CFO Summit SaaStr 2025 is designed to address essential topics shaping the future of finance. Among the key themes, we find:

“The Rise of the AI-Driven Finance Org”: An in-depth exploration of how AI is redefining finance organizations.
“The CFO is Dead. Long Live the Chief Automation Officer”: Discussion on the evolution of the CFO role toward automation-centered positions.
“Agentic Finance – Turning Cost Killers into Growth Dealers”: Strategies to transform cost savings into growth levers.
“Death to Deloitte – The End of Traditional Finance Consulting”: Analysis of the end of traditional consulting models and the new approaches adopted by CFOs.

Each session is led by industry experts, providing valuable insights and real case studies that illustrate best practices and the most promising innovations.

What benefits can be derived from participating in the summit?

Participating in the CFO Summit SaaStr 2025 offers numerous advantages to CFOs and VPs of Finance:

High-level networking: Meeting over 200 peers and industry leaders allows for building strong professional relationships and exchanging common challenges.
Access to exclusive content: Presentations and workshops provide new insights into financial trends and innovations.
Partnership opportunities: Collaborate with leading technology companies to integrate the latest AI and automation solutions into your organization.
Professional development: Acquire new skills and strategies to enhance your role within your company.

Additionally, Meet-Up sessions between CEOs and CFOs offer a unique opportunity to discuss challenges and opportunities directly with key decision-makers, fostering fruitful collaborations.

How to register and participate in the CFO Summit SaaStr 2025?

Registration for the CFO Summit SaaStr 2025 is simple and accessible via the official event website. To apply as a VIP Guest, simply visit https://www.saastrannual.com/cfo-summit. The organizer encourages early registration to secure a spot at this highly anticipated event.

Additionally, participants can check the full agenda and discover new speakers by visiting the dedicated pages:

Make sure to secure your spot quickly, as VIP spots are limited and highly sought after. Don’t miss this opportunity to join the most influential financial leaders and propel your career to new heights.

What impact will the summit have on the future of finance?

The CFO Summit SaaStr 2025 is more than just a networking event; it is a strategic platform that will directly influence the future of finance. By bringing together the brightest minds in the field, the summit will facilitate the emergence of new ideas and innovative collaborations. Here are some expected impacts:

Accelerated adoption of AI: Discussions and workshops on Agentic AI will encourage companies to more rapidly integrate these technologies into their financial processes.
Transformation of financial roles: CFOs will evolve into even more strategic positions, playing a key role in defining and executing growth strategies.
Collaborative innovation: Partnerships formed during the summit will foster the development of innovative financial solutions that address current and future challenges.
Strengthened leadership: Participants will leave with enhanced skills and a clear vision for the future of finance, ready to lead their teams into new horizons.

By incorporating the lessons and insights shared during the summit, participants will be better equipped to navigate a rapidly evolving financial landscape and position their organization as a strategic leader in the market.

What is the format and schedule of the summit?

The CFO Summit SaaStr 2025 will take place on May 13, 2025, from 1:00 PM to 4:00 PM, followed by a convivial moment with coffee and drinks with CEOs. The event format is designed to maximize engagement and interaction among participants:

Plenary sessions: Dynamic presentations by renowned experts covering the most relevant topics in the sector.
Panel discussions: Interactive exchanges between financial leaders and speakers, offering varied and in-depth perspectives.
Practical workshops: More targeted sessions allowing participants to acquire concrete and immediately applicable skills.
Informal networking: Dedicated moments to meet and interact with peers in a relaxed setting, thereby facilitating the creation of lasting professional bonds.

This hybrid format ensures that each participant maximizes the event experience, combining learning, sharing of experiences, and opportunities for collaboration.

How does the summit address current challenges in the financial sector?

The CFO Summit SaaStr 2025 proactively addresses the challenges that CFOs face today. Among the key issues discussed are:

Regulatory evolution: Understanding new regulations and how to effectively integrate them into financial processes.
Risk management: Developing strategies to anticipate and mitigate financial risks in an uncertain environment.
Digital transformation: Integrating emerging technologies like AI and automation to enhance the efficiency and accuracy of financial operations.
Financial sustainability: Implementing sustainable financial practices that support the company’s long-term growth.

By addressing these challenges, the summit provides participants with the tools and knowledge necessary to navigate the complex and ever-evolving financial landscape, while reinforcing their ability to lead with vision and efficiency.

What complementary resources does the summit offer to participants?

In addition to interactive sessions and networking opportunities, the CFO Summit SaaStr 2025 offers a variety of complementary resources to enrich the participants’ experience:

Documentation and presentations: Access to speaker presentation materials, allowing participants to review and delve deeper into the topics discussed.
Online resources: Access to a library of exclusive content, including articles, case studies, and practical guides related to summit themes.
Networking tools: A dedicated platform to facilitate connections between participants before, during, and after the event.
Post-summit follow-up: Webinars and follow-up sessions to continue developing the skills and knowledge acquired during the summit.

These resources ensure that participants can maximize the benefits of their participation, continuing to learn and evolve well beyond summit day.

Why should you not miss the CFO Summit SaaStr 2025?

The CFO Summit SaaStr 2025 is a unique opportunity for CFOs and VPs of Finance to position themselves at the forefront of financial innovations. By participating, you will have access to:

Exclusive insights into the future of finance and emerging technologies.
High-level connections with over 200 sector leaders.
Concrete strategies to transform your finance function into a strategic growth lever.

Don’t miss this opportunity to advance your career and actively contribute to the transformation of your organization. Register now and join the top finance professionals for a day of learning, sharing, and growth.