Overview
FP&A leaders are navigating new demands as AI reshapes how companies plan, invest, and operate. At our 2027 in-person meeting at HP's HQ in Palo Alto, CA, we will gather FP&A leaders to discuss top-of-mind topics, including AI use cases and their budget implications, integrating cash forecasting across finance functions, and emerging software solutions and technology partners. We will also explore approaches to establishing project hurdle rates and how FP&A can advance company-wide working capital initiatives. All this with the added draw of social events and opportunities to connect with peers in the heart of Silicon Valley. Schedule at a Glance
Tuesday, March 16, 2027
6:30-9:30 pm: Welcome Reception and Dinner - Venue to be announced
Wednesday, March 17, 2027
8:30am - 5:00pm: Peer Group Sessions - HP Headquarters, 1501 Page Mill Rd, Palo Alto, CA 94304
Hotel Recommendations
Sheraton Palo Alto - 625 El Camino Real, Palo Alto, CA 94301
Crown Plaza Palo Alto - 4290 El Camino Real Palo Alto, California 94306
Courtyard Redwood City - 600 Bair Island Road, Redwood City, CA 94066 Session Topics to Include:
- AI Use Cases and implications on budgets
- Integrating cash forecasting across multiple finance functions
- Technology partners – which software solutions are on the rise?
- Establishing project hurdle rates
- How FP&A can advance Company-wide Working Capital initiatives
Continuing Education Credits
NeuGroup is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org . This event is eligible for up to 10 CPE credits.
Chatham House Rule
All NeuGroup meetings and engagements are conducted under the Chatham House Rule. By participating in the event, you agree to adhere to this standard. As a reminder, there should be no discussions or collusion with your competitors of agreements or concerted actions that may restrain competition. This includes the improper exchange of information concerning company specific current or future prices, price levels, pricing formulas, credit terms, discounts, costs, terms, or other features that can impact prices.
