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The Executive Experience

Laguna Niguel Thursday October 29, 2026

Request an Invitation

The Event

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

The Location

The Ritz-Carlton
Laguna Niguel

Thursday October 29, 2026

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

  • Brandon Sharp-1
    Brandon Sharp
    CIO, Brookfield Residential
  • ee_melissa-howatson
    Melissa Howatson
    CFO, Vena
  • ee_chris-mccarthy
    Chris McCarthy
    Partner, Citrin Cooperman
  • Christine Harms-1
    Christine Harms
    CFO, TLB Construction
  • Jacob Tofa
    Jacob Tofa
    CFO, GRID Alternatives
  • ee_Mathew_Ennen 2-1
    Matthew Ennen
    Senior VP, Finance & Business Development, Ensemble Health Partners
  • David Bertolino
    David Bertolino
    CFO, SIB

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, Oct 28

Sunset Welcome

A private sunset cruise along the Dana Point coastline. Dinner, conversation and a first chance to meet the room before the day begins. By invitation only.

Thursday, October 29

Morning

  • Executive Breakfast

  • Welcome & Introductions

  • The New Work of Finance

    What works now, what changes next

  • FP&A Impact Report

    Proprietary research from 400+ finance organizations

  • A New Model for FP&A Maturity

  • Roundtable: AI in Finance

    What's Real, What's Working, What's Still Hard. Sponsored by:

    Citrin Cooperman

Afternoon

  • Networking Lunch

  • Roundtable: People, Technology, Trust & Leadership in the AI Era

    How finance leaders are rethinking talent, tooling, governance, and their own role as AI reshapes the function.

  • Closing