An invitation
Planning Complexity Explodes at Scale. What Breaks First?
A private dinner for finance leaders navigating planning complexity at scale.
Planning was supposed to get easier with better tools. For most finance teams at scale, it got harder.
Models get split across tools. Scenarios take days instead of minutes. The FP&A team spends more time maintaining the platform than doing actual analysis. And then someone asks, "Can't AI just fix this?"
This dinner brings together a curated group of finance leaders from operationally complex companies in the Bay Area for a conversation about what actually happens when planning infrastructure hits a wall, 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.