Building the Modern Finance Function for Growing Companies
SEPTEMBER 24, 2026 | 12PM - 4PM EST / 9AM - 1PM PST
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Secure your spot today to access live sessions, networking, and exclusive resources.
Scale capacity, modernize operations, and deploy AI—without the talent struggle.
The Future is Fractional is a half-day virtual summit exploring how leading companies balance internal leadership, fractional expertise, and global talent to build agile finance operations.
The Forces Reshaping Middle-Market Finance
This conversation is happening now because the traditional model is breaking under the weight of three realities:
Who Will Be In The Room
CFOs & VP FInance
Controllers & Finance Directors
Business Owners & CROsThe Experience Gap
CPA shortages and automated entry-level tasks have created a mid-career talent vacuum. Traditional hiring no longer works.
The AI Reality
AI adoption is inevitable. The real challenge is deploying it safely for practical ROI, not hype.
Permanent Uncertainty
Static annual budgets are a liability. Flexible access to financial expertise is your new competitive edge.
The Future Is Fractional is built around real experience, practical choices, and honest conversations about what works.
Executive Insights
Hear directly from middle-market leaders who successfully built fractional and hybrid finance models.
Lean Operations
Maintain strict reporting discipline and strategic capacity—without expanding headcount.
Practical Frameworks
Get actionable blueprints for evaluating AI tools and structuring high-performing teams.
Featured Speakers & Moderators
Over 20 years of experience providing accounting, operations, and technology advisory services to startups, higher education institutions, corporate retail organizations, and publicly traded companies. He specializes in the development and implementation of financial management information systems.
Over twelve years of financial advisory experience, including a tenure at KPMG leading financial forecasting and modeling, due diligence, and KPI dashboard work. A distinguished CPA and top finisher on the Philippine CPA qualifying exam.
Over a decade of experience in AI, data science, and technology investing, including roles as Head of Data Science at Hone Capital and Partner at Global Founders Capital. General Partner of Fourth Realm, with investments spanning xAI, OpenAI, and Anthropic.
Over 15 years of experience helping organizations improve operations, finance, and technology through digital transformation. Has built three consulting and technology practices from the ground up, with deep expertise in AI's role in decision-making and fractional team enablement.
Founding Partner and CEO of MATAX, a boutique AI-native accounting and back-office automation firm based in San Francisco. Since 2006, she and her team have built AI-driven back-office systems for 800+ startups and SMBs. Named 2026 Xero US Advisory Innovator of the Year and AI Efficiency Champion, Dawn is an active Anthropic Partner and founder of GuideOnce, teaching accountants to use AI responsibly.
Founder of an AI agent platform for automating business tax, previously a Partner at Citi Ventures leading investments in early-stage AI companies. Earned a Master's in Computer Science at the University of Chicago after a decade reconciling financial data by hand.
Session 3More than two decades of audit and advisory experience, including Big Four and national firm leadership roles. Supports private and public companies in life sciences, technology, and consumer products on audit readiness and SEC/PCAOB compliance.
Nearly two decades of tax and accounting experience helping high-growth companies and high-net-worth individuals navigate tax planning and compliance, with a background spanning life sciences, technology, investments, and real estate.
Known to clients as "The Cost Seg Queen," Geraldine is a leading authority in cost segregation consulting and R&D tax credit strategy, helping real estate investors and business owners maximize cash flow through sophisticated tax planning.
Over a decade of financial management and advisory experience supporting the social enterprise and nonprofit sectors, with a strong track record of on-site implementations across international locations. Specializes in optimizing financial operations and cross-border finance processes.
CFO services leader for social and profit sector organizations, with prior executive roles including CFO of Sapiens North America, COO of Mediaplex, and CEO of IMSI. A veteran speaker on the California CPA Society's Financial Manager series.
Session 4 - Healthcare & Technology
Nearly two decades of tax and accounting experience helping high-growth companies and high-net-worth individuals navigate tax planning and compliance, with a background spanning life sciences, technology, investments, and real estate.
FFounder of a multi-location café business across Boston and Washington, DC, and a fractional CFO advising companies including Cann, Sienna Naturals, and Climate Collective. Engagements typically span building finance teams, fundraising and M&A support, and strategic guidance to leadership.
More than a decade of marketing and business development expertise driving brand positioning, strategic partnerships, and revenue growth for B2B, healthcare, and global professional services firms. Partners with growth-stage and multinational companies to optimize digital pipelines, scale multi-channel campaigns, and execute market-expansion strategies.
More than seven years of business development and advisory expertise guiding corporate finance strategies, complex transactions, and operational growth for the professional services industry. Partners with executive leaders across non-profit, education, and real estate sectors to build high-performing sales teams, optimize end-to-end commercial operations, and drive sustained revenue growth.
Session Schedule
EASTERN TIME (EST)
12:00 – 4:00 PM
The Three Forces Reshaping Finance—and What They Mean for Your Company
We’ll kick off The Future Is Fractional 2026 with a look at the key forces shaping finance today: changing talent needs, the rise of AI, and ongoing economic uncertainty. This opening sets the stage for the conversations and ideas that will shape the rest of the conference.
How We Actually Built It: Mid-Market Leaders on Redesigning Their Finance Function
Hear from finance leaders who have taken a fresh look at how their finance teams operate. The session explores real experiences, different approaches, and lessons learned from making changes within a growing organization.
AI in the Finance Function: Separating What’s Working from What’s Wishful Thinking
AI is changing how finance teams work. This session looks at the growing role of AI in finance, from everyday processes to broader opportunities, while considering what leaders should think about as they adopt new technology.
Engagement Break
Connect with fellow attendees and chat with live experts in the Zoom event lobby, and enjoy a few interactive activities. Plus, keep an eye out—there may be a few surprises along the way!
Planning Through Permanent Uncertainty: A Finance Leader’s Playbook for 2027
Rapidly shifting business conditions demand adaptable strategies. This session explores how finance leaders are evolving their forecasting, budgeting, and decision-making processes to navigate constant market changes.
Industry Spotlight: Solving Your Sector’s Specific Finance Challenges
Finance looks different across industries. Choose a breakout track focused on Real Estate, Nonprofits, or Healthcare & Technology to gain actionable insights from industry experts on the unique financial opportunities and challenges facing your sector.
Building Your Finance Team: A Practical Framework for Getting Started (or Going Further)
There’s no one-size-fits-all approach to building a finance team. This session explores different team models, including in-house, fractional, and hybrid approaches, and how companies can think about the right structure for their needs.
Next Steps
Bringing the day’s insights together, with details on how to connect with our experts and access all on-demand recordings and downloadable resources to help you continue the conversation beyond the conference.
Partners
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Frequently Asked Questions
The Future is Fractional 2026 takes place live on Thursday, September 24, 2026, from 12:00–4:00 PM EST (9:00 AM–1:00 PM PST). It's a fully virtual event hosted on Zoom Events.
Reserve your seat today!
FREE for business leaders and their teams. Session recordings available to all registered attendees.