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The Executive Experience

The Ritz-Carlton, Laguna Niguel Wednesday, October 28 –
Thursday, October 29, 2026

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Attendance at The Executive Experience is complimentary for invited guests. Hotel accommodations are optional and available separately.

Brought to you in partnership with

The Event

A complimentary, invite-only exploration of how to orchestrate your planning, decisions and performance.

The Location

The Ritz-Carlton
Laguna Niguel

Wednesday, October 28 –
Thursday, October 29, 2026

View Agenda

The People

For modern, forward-looking leaders across finance, data and technology.

The Best Executive Conversations Never Make It to LinkedIn

They happen on a boat at sunset.
Over dinner with peers.
Among leaders who understand the weight of the decisions you make.

This one begins in Laguna Beach.

Resort building with arched windows and palms

Event sponsor

Six adults talking on a patio overlooking the ocean at sunset

The Executive Experience

Attendance is intentionally limited and highly selective.

Applications are reviewed to create a mix of voices across finance, technology and business leadership.

Request an Invitation

Around the Table

  • ee_chris-mccarthy
    Chris McCarthy
    Partner, Citrin Cooperman
  • ee_melissa-howatson
    Melissa Howatson
    CFO, Vena
  • mike-zack
    Mike Zack
    General Manager, Acterys by Vena Solutions
  • Whiteney Goodwin EE
    Whitney Goodwin
    CFO, The Wolff Company
  • Rohit Jaine EE
    Rohit Jain
    CIO, Harvard Business School Alumni Association & iRhythm Technologies, Inc
  • Brandon Sharp-1
    Brandon Sharp
    CIO, Brookfield Residential
  • Christine Harms-1
    Christine Harms
    CFO, TLB Construction
  • ee_Mathew_Ennen 2-1
    Matthew Ennen
    Senior VP, Finance & Business Development, Ensemble Health Partners
  • David Bertolino
    David Bertolino
    CFO, SIB
  • Bob Lesnick EE
    Bob Lesnick
    Director of Finance, Kura Sushi USA
  • Monica Hicks
    Monica Hicks
    VP Revenue Lifecycle, College Medical Center
  • Sonja Sobecki
    Sonja Sobecki
    Senior Director, Finance Strategy, Suffolk Construction
  • David Clay
    David Clay
    CFO, Performance Beauty Group
  • Joshua Jackson
    Joshua Jackson
    VP Finance & Accounting, Cara Veterinary
  • Steve Hernandez
    Steve Hernandez
    Director of Global Analytics, iHerb
  • Stephanie Casertano
    Stephanie Casertano
    Stephanie Casertano, Colart
  • Blake Warner
    Blake Warner
    VP, FP&A, Tricam Industries
  • Aslam Mohammed
    Aslam Mohammed
    Head of Enterprise Data, Axonius

Leave With More Than Conversation

  • Real-World Perspective

    Hear where AI is creating value now and where expectations are still ahead of reality.

  • Peer Insight

    Compare how other leaders are approaching talent, technology, governance and changing business expectations.

  • A Sharper 2027 Agenda

    Leave with clarity on where to invest and what to prioritize next across finance, technology and AI.

Agenda

Wednesday, October 28

Evening Welcome

Check in, settle in and take in the coast before the evening begins.

  • 4PM PTSunset Cruise: Finance, Data & AI at the Executive Table

    A private sunset cruise along the Dana Point coastline. Meet fellow leaders across Finance, Data & Analytics and Technology and start the conversation around how AI, connected data and new ways of working are changing how organizations plan, analyze and make decisions.

Thursday, October 29

Morning

  • 9AM PTExecutive Breakfast

  • 9:30–9:45AM PTWelcome & Introductions

    The New Executive Agenda: Finance, Data & AI

  • 10:30 AM PT – 12:00PM PTExecutive Roundtables

    • AI Economics: Governing the Cost and Value of AI

      As AI consumption scales, how leaders gain visibility into token usage, govern spend and connect AI investment to business value.

    • From Reporting to Action: The New Work of Data & Analytics

      How Data & Analytics leaders are extending the Microsoft data environment beyond dashboards to support planning, write-back and action.

    • What 400+ Finance Organizations Reveal About the Future of FP&A

      Insights from Vena's benchmark research on how Finance teams are operating today, where priorities are shifting and what is changing as AI enters the function.

Afternoon

  • 12:00 PM PTNetworking Lunch

  • 1:00PM – 2:15PM PTExecutive Roundtables

    • Leading Across Finance, IT & Data in the AI Era

      What it takes to align ownership, governance and trust across functions as AI reshapes work, decisions and accountability.

    • What Does Planning Maturity Look Like in the Age of AI?

      A new model for moving from connected planning to orchestrated performance at the frontier of AI and data.

    • The New Finance Workforce: Humans + AI

      How finance leaders are redesigning roles, skills and capacity as humans and AI increasingly work together across day-to-day finance processes.

  • From Discussion to Action: Priorities for 2027

    Where to invest next across Finance, Data, Technology and AI.

Request an Invitation