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2 Cities · June 2026

Planning Breaks at Scale. Does AI change that?
Let’s Talk About It.

The leaders responsible for planning across finance, revenue, workforce, marketing, and IT are all hitting the same wall: disconnected systems, slow cycles, and pressure to move faster. These private dinners are where peers compare notes off the record.

TUESDAY · JUNE 9, 2026

Minneapolis

Private dining room, North Loop

10 seats left
Request Your Seat

THURSDAY · JUNE 11, 2026

Dallas

Private dining room, Uptown

8 seats left
Request Your Seat

Who’s at the Table

Planning 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. Typically directors, VPs, and heads of planning across finance, revenue, workforce, marketing, and IT.

Common Questions

Is this a sales pitch disguised as a dinner?

No. No slides, no demos, no presentations. The conversation is shaped by attendees.

Who else will be at the table?

Planning leaders from finance, revenue, workforce, marketing, and IT at companies managing multi-entity operations and complex revenue models. Each registration is reviewed to keep the peer group balanced.

What’s the format?

Cocktails at 5:30 PM. Seated dinner at 6:00. A few prompts to start, then the table drives the conversation.

Is dinner complimentary?

Yes. Hosted by Fintastic.

I can’t make any of these cities. What else do you have?

Watch the recorded session below, or join the waitlist and we'll let you know when we add cities later this year.

On the Table

Topics shaped by attendees, not a pre-set agenda. Recent conversations have centered on:

What AI can actually do for planning. And what it still can’t.
The growing gap between what leadership expects and what current systems can deliver.
Where AI genuinely helps across finance, revenue, workforce, and operations, and where it's overhyped.
How teams are connecting plans across functions when the tools weren't built to.
Why so many planning systems were built for a different era, and what that means now.
What still depends on solid systems and human judgment, no matter how good the AI gets.

On-demand

Watch the conversation on demand

Hear from planning and analysis leaders solving the same problems we discuss at our dinners.

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