Inflection Summit by Numeric | Sept 17

A conference
by

Workshops, conversations, and a first look at Numeric’s next chapter.

For CFOs, CAOs, Controllers, and senior finance leaders.

for the future of finance

September 17th, 2026 San Francisco

A conference by

for those who move finance.

San Francisco September 17, 2026

Inflection
On-Demand

Watch every session recording from Numeric's summit at The Hibernia in San Francisco on September 17th.

Opening Panel

The AI Cost Reckoning: How CFOs Are Managing & Evaluating AI Spend

As AI spend becomes a meaningful line item, hear how CFOs and Finance leaders are evaluating ROI, forecasting increasingly complex costs, and bringing financial discipline while balancing innovation.

30:00

Ajay Vashee

General Partner, IVP · Former CFO, Dropbox

Praveer Melwani

CFO, Figma

Michael Miao

VP Finance, Glean

Main Stage

Keynote

The Inflection Point: The Next Era of Finance

A keynote from the Numeric team on how AI is reshaping the finance function, plus a first-look at Numeric’s vision for the technology, workflows, and teams that will define accounting’s next chapter.

50:00

Parker Gilbert

Co-Founder & CEO, Numeric

Anthony Alvernaz

Co-Founder & CPO, Numeric

Andrew Bihl

Co-Founder & CTO, Numeric

Main Stage

Breakout 1

45:00

Hiring for the Modern Finance Team

Controllers from Plaid, Brex, and Omada Health walk through the roles they’re hiring for, the skills they value, to where they’re choosing to invest, automate, and rethink headcount.

Sandy Yang

Controller, Plaid

Kevin Moore

Controller, Brex

Jocelyn Garcia

Controller, Omada Health

Oscar Palacio

Partner, Business Transformation, CrossCountry Consulting

Main Stage

45:00

Architecting AI Internal Controls in an Agentic World

As AI agents take on more work across critical financial processes, this session will cover how finance teams are designing the controls, governance, and human oversight needed to operate with confidence.

Angela Liu

Founder & CEO, Gaapsavvy

Lower Level, Gold Room

Breakout 2

45:00

Build vs. Buy in the Age of AI

Finance leaders share perspectives on where they’re building, where they’re buying, and how AI is reshaping the tradeoffs around cost, speed, control, and long-term ownership.

Marc Huffman

CEO, OnBoard · Former CEO, BlackLine

Shalini Agarwal

Sr. Director of Accounting, Starburst

Thomas Neel

Controller, Profound

Selina Guo

Head of Finance, Anrok

Main Stage

45:00

AI Show & Tell: Live from Finance Engineers

See what finance teams are actually building with AI through live demos of real workflows, tools, and systems from the finance engineers behind them.

Sowmya Ranganathan

Co-Founder & CEO, Lumera · Former Controller, OpenAI

Alexandria Ramirez

Sr. Manager, Accounting Operations, Betterment · Winner, Numeric Finance Engineer Cup

Christine Andrews

Controller, Mercury

Lower Level, Gold Room

45:00

The Usage-Based Revenue Playbook

Hear from Ben Sheridan, Product Manager at Numeric and former Revenue Accounting Lead at SnowFlake, the 5 questions every team needs to navigate when implementing usage-based revenue models - including when to determine it’s not worth it.

Benjamin Sheridan

Product Manager, Numeric · Former Revenue Accounting Lead, Snowflake

Lower Level, Ledger Room