An invitation
When the Business Needs Answers in Hours and Planning Takes Weeks
A private dinner for finance leaders navigating planning complexity at scale.
Every board meeting brings more scenario requests. Every acquisition adds another dimension. Every regulatory shift demands a new model. And every time, the planning environment struggles to keep up.
The problem isn't your team. It's that most planning tools were built for a world where you ran 3 scenarios a quarter, not 30 a month. At a certain level of complexity, the architecture breaks. Scenarios slow to a crawl, models fragment, and the team spends more time rebuilding than analyzing.
This dinner brings together a curated group of finance leaders from operationally complex companies in the Boston area for a conversation about what happens when scenario complexity outpaces the planning infrastructure, and how peers are rethinking the problem.
The format
One table. One conversation. No slides, no presentations, no product demos.
Cocktails at 6:00 PM. Seated dinner by 6:30. We wrap by 9:00. The conversation will be guided by a few provocative questions, but the evening belongs to the group.
Who this is for
CFOs, VPs of Finance, FP&A leaders, and Heads of Strategic Finance at enterprise companies who are actively dealing with planning complexity at scale.
If you've split models, stitched together tools, or lost credibility with the business because planning can't keep up, this is for you.
Who's at the table
Finance leaders from companies managing multi-entity operations, complex revenue models, and cross-functional planning at scale.
Each registration is reviewed to ensure a strong peer group.
Your host
Jonathan
CEO & Co-Founder, Fintastic
He hosts these dinners because the best conversations about planning happen off the record, not on a webinar. This is a topic he's spent his career on, and the peers in the room are the people worth learning from.
Request your seat
Space is limited to 15 guests. We review every registration to ensure the right peer mix. You'll receive a confirmation within 24 hours.