Finance & Accounting Technology Expo - FATE
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About this event
Finance & Accounting Technology Expo (FATE)
Finance & Accounting Technology Expo (FATE) is positioned as the largest gathering of finance and accounting technology professionals in the country. The event is designed for modern finance teams to discover, evaluate, and learn how leading technology solutions fit into their finance stack—while also connecting directly with peers who are implementing similar initiatives.
What the event is like
FATE is described as more than a showcase—it is built as a community-driven experience. Attendees can explore a curated expo alongside interactive programming such as two days of immersive demos, interactive theater sessions, and peer-driven discussions. The goal is practical relevance: attendees can test-drive innovations that are redefining finance operations and finance technology strategy.
Expo experience: evaluate solutions in context
The event includes a curated expo created specifically for modern finance teams to evaluate leading technology and learn from peers. The FATE vendor directory supports discovery and efficient market scanning, helping attendees understand how solutions align with their existing finance priorities and technology architecture.
Primary solution categories featured in the expo
FATE organizes vendor exploration by key finance and accounting technology categories, including:
- Accounting
- Accounts Receivable
- AP/AR Automation/Payments
- Billing/Revenue Management
- Data Integration
- ERP
- Financial Close/Reporting
- FP&A/CPM
- Spend & Expense Management
- Vendor Management
Peer community and finance leadership angle
FATE’s broader ecosystem includes an exclusive member community of 2,500+ CFOs and finance leaders, which reinforces the event’s emphasis on peer learning and practical implementation. In addition to expo interactions, the event frames itself around how CFOs are navigating and planning for AI implementation, with programming intended to help close the gap between AI expectations and real-world execution in finance.
Learning formats: insights, certificate, and hands-on modules
Beyond the expo, FATE highlights multiple learning paths:
- Insights: curated coverage of finance technology trends, ideas, and solutions delivered through ongoing channels.
- Finance and Accounting Technology Certificate: a structured program described as 10 rigorous modules covering the full spectrum of technologies and AI in finance. The modules are led by industry experts and combine real-world case studies with direct experience using leading platforms.
- Hands-on experience and continuing education: the certificate program is presented as enabling participants to apply what they learn immediately, with continuing education credits upon completion and recognition through the certificate.
Certificate module themes
The certificate modules include:
- Automation in Finance
- Data Analytics and Insights
- Accounting Software & ERP
- FP&A in the Era of AI
- Digital Expense Management
- Process Optimization & Workflow
- Cybersecurity for the Finance Team and Beyond
- Future Tech in Accounting & Finance
- HR Tech Platforms
- Future Tech and Emerging Innovation
Venue, city, and date (from provided source)
The provided official website content does not include the exact event dates, venue name, city, or country. If those details are needed, they should be confirmed from the event’s official registration or venue pages.
Data sheet
Finance & Accounting Technology Expo - FATE – Event Attendee & Buyer Profile Analysis
Event date: 18 Nov 2026 – 19 Nov 2026 |
Location: Javits Center, New York, NY, United States |
Event status: Upcoming |
Research date: 01 Jul 2026
| Event Overview | |
|---|---|
| Event Name | Finance & Accounting Technology Expo - FATE |
| Event Date | 18 Nov 2026 – 19 Nov 2026 |
| Event Status | Upcoming |
| Venue | Javits Center |
| City | New York |
| State / Region | NY |
| Country | United States |
| Organizer | StrategicCFO360 / CFO Leadership community |
| Official Event Website | strategiccfo360.com/fate/ |
| Event Type | Conference + Expo + Vendor Directory + Education / Certification Program |
| Primary Category | Banking & Finance |
| Secondary Applicable Categories | IT & Technology; Business Services; Education & Training |
| Audience Reach | National |
| Estimated Attendance / Expected Footfall | Attendance figure not publicly confirmed by the organizer. |
| Attendance Data Reliability | Medium. Official site confirms scale claims and community reach, but no current-year attendee total is published. |
| Main Purpose of Event | To bring finance and accounting leaders together to evaluate technology, compare vendors, learn implementation practices, and connect with peers. |
| About the Event |
|---|
| Finance & Accounting Technology Expo (FATE) is an official finance-tech gathering focused on the tools, systems, and operating models used by modern finance teams. According to the event’s own site, it is positioned as “the largest gathering of finance and accounting technology professionals in the country,” and it combines an expo, vendor directory, insights content, and a certificate program. |
| The event is strategically relevant for solution providers targeting CFO organizations, controllers, accounting leaders, FP&A teams, and finance transformation stakeholders. Its strongest business value lies in vendor evaluation, workflow modernization, AI adoption, automation, ERP optimization, spend management, AP/AR transformation, and peer-led education—making it highly suitable for B2B lead generation and attendee list development in finance technology markets. |
| 1. Who Attends: Buyers / Attendees | |||
|---|---|---|---|
| Buyer / Attendee Segment | Typical Organizations | Buying Role or Influence | Relevance to Exhibitors / Suppliers |
| CFOs and finance executives | Public companies, private enterprises, growth-stage firms, multi-entity organizations | Executive sponsor, budget owner, technology prioritization | Primary buyer group for finance transformation, automation, ERP, FP&A, and analytics |
| Controllers and accounting leaders | Corporate accounting departments, shared service centers, finance operations teams | Technical evaluator, workflow owner, implementation influencer | Strong demand for close, reconciliation, audit, and accounting software |
| Procurement and sourcing teams | Enterprise procurement, strategic sourcing, shared services, finance ops | System buyer, vendor selection, spend governance | Relevant for spend management, AP automation, vendor management, and payments |
| FP&A and finance planning teams | Corporate finance, business finance, budgeting and forecasting groups | Power user, evaluator, business case contributor | Key audience for CPM, planning, analytics, and AI-enabled forecasting tools |
| AP / AR leaders | Finance operations, shared services, revenue operations, billing teams | Process owner, implementation decision influencer | Strong fit for automation, payments, billing, collections, and cash application vendors |
| ERP and finance systems leaders | IT, business systems, enterprise applications, finance transformation | Platform owner, integration decision-maker | Critical for ERP, data integration, workflow, and system modernization providers |
| Operations and shared services leaders | Back-office operations, finance shared services, business process excellence teams | Process transformation lead, productivity owner | High relevance for workflow automation, process mining, and governance solutions |
| Risk, compliance, and cybersecurity stakeholders | Finance risk teams, internal audit, information security, compliance | Control owner, vendor risk reviewer, security gatekeeper | Important for finance-specific security, controls, and audit-readiness offerings |
| Consultants and advisors | Advisory firms, systems integrators, fractional CFOs, transformation consultants | Influencer, recommender, implementation partner | Useful for channel development and referral opportunities |
| Finance-tech vendors and partners | Software providers, fintechs, payment platforms, ERP consultants | Partner ecosystem, solution integration, co-marketing | Relevant for alliance and channel strategy; not a buyer segment for all suppliers |
| 2. Event Location and Attendee Geographic Origin | |||
|---|---|---|---|
| Geographic Area | Likely Attendee Origin | Buyer Concentration | Notes |
| Host city: New York City | Very high | High | Strong concentration of finance headquarters, fintechs, accounting firms, and enterprise buyers |
| Host state: New York | High | High | NY metro, Albany, Long Island, Westchester, and regional finance organizations |
| Nearby business hubs | High | High | New Jersey, Connecticut, Philadelphia, Boston, Washington DC corridor |
| National reach | Very high | High | Official site positions the event as a national gathering for finance and accounting technology professionals |
| International reach | Moderate | Medium | Likely participation from multinational firms and global finance teams, but no official international mix published |
| Trade corridors / finance centers | High | High | Northeast corridor and major US finance markets are the strongest likely draw zones |
| 3. Audience Reach | ||
|---|---|---|
| Reach Level | Assessment | Explanation |
| National | Primary classification | Official messaging and community scope indicate a countrywide draw for finance and accounting technology buyers and influencers. |
| Regional | Secondary reach | New York, Northeast, and Mid-Atlantic organizations are the most likely to attend in person due to travel convenience. |
| 4. Sample Buyer Companies and Websites | |||||
|---|---|---|---|---|---|
| Buyer Company / Organization | Buyer Type | Why It Is Relevant | Website | Best Job Titles to Target | Evidence Level |
| JPMorgan Chase & Co. | Financial services / enterprise finance buyer | Large-scale finance operations, controls, automation, and reporting needs | jpmorganchase.com | CFO, Controller, VP Finance Transformation, Finance Systems Director | Strong Market Fit, Attendance Not Confirmed |
| Goldman Sachs | Financial services / enterprise finance buyer | Complex finance stack and strong interest in analytics, controls, and automation | goldmansachs.com | CFO, Finance Director, Head of FP&A, Procurement Director | Strong Market Fit, Attendance Not Confirmed |
| Morgan Stanley | Financial services / enterprise finance buyer | Relevant for financial reporting, expense management, and workflow automation | morganstanley.com | Controller, Finance Operations Manager, Systems Owner, CFO Office | Strong Market Fit, Attendance Not Confirmed |
| American Express | Payments / finance buyer | Payments, expense management, billing, and finance automation are highly relevant | americanexpress.com | VP Finance, Director AP/AR, Expense Management Lead, Procurement | Strong Market Fit, Attendance Not Confirmed |
| Citi | Financial services / enterprise finance buyer | Large distributed finance organization with strong technology and controls needs | citigroup.com | CFO, Finance Technology Director, Shared Services Leader, Procurement | Strong Market Fit, Attendance Not Confirmed |
| IBM | Enterprise technology buyer | Global finance transformation, ERP, data integration, and AI adoption use cases | ibm.com | VP Finance, ERP Director, Finance Systems, Procurement | Strong Market Fit, Attendance Not Confirmed |
| The Estée Lauder Companies | Consumer goods / corporate finance buyer | Multi-brand finance operations, spend management, and reporting modernization | elcompanies.com | Controller, FP&A Director, AP Manager, Finance Transformation | Strong Market Fit, Attendance Not Confirmed |
| PepsiCo | Consumer goods / corporate finance buyer | High-volume procurement, finance automation, and planning use cases | pepsico.com | VP Finance, Director Procurement, FP&A Lead, ERP Owner | Strong Market Fit, Attendance Not Confirmed |
| Verizon | Telecommunications / enterprise finance buyer | Large finance organization with strong need for workflow, controls, and reporting tools | verizon.com | Finance Director, Controller, Procurement Manager, Finance Systems | Strong Market Fit, Attendance Not Confirmed |
| The Walt Disney Company | Media / entertainment enterprise buyer | Complex finance and shared services environment with broad technology needs | thewaltdisneycompany.com | CFO Office, FP&A Director, Procurement, Finance Operations | Strong Market Fit, Attendance Not Confirmed |
| Pfizer | Pharmaceutical / enterprise finance buyer | Global finance processes, compliance, and procurement workflows | pfizer.com | Finance Director, Procurement, Controller, Digital Finance Leader | Strong Market Fit, Attendance Not Confirmed |
| 5. Job Profiles, Industries and Event Type | ||||
|---|---|---|---|---|
| Job Profiles | ||||
| Priority | Job Title / Function | Department | Seniority Level | Why This Role Matters |
| 1 | CFO / Chief Financial Officer | Finance | C-level | Executive budget owner for finance transformation and software investment |
| 2 | Controller | Accounting | VP / Director | Controls accounting systems, close process, compliance, and accuracy |
| 3 | VP Finance / Finance Director | Finance | VP / Director | Owns operating finance decisions and vendor evaluation |
| 4 | Head of FP&A / FP&A Director | FP&A | Director / Senior Director | Strong user of planning, forecasting, analytics, and AI-based tools |
| 5 | Procurement Director / Strategic Sourcing Manager | Procurement | Director / Manager | Influences vendor selection, spend controls, and contract automation |
| 6 | AP / AR Manager | Accounting Operations | Manager / Director | Direct owner of invoice, collections, and payments workflows |
| 7 | Finance Systems / ERP Director | IT / Finance Systems | Director / Senior Manager | Owns stack integration, configuration, and vendor evaluation |
| 8 | Finance Transformation Lead | Finance Transformation | Senior Manager / Director | Focused on modernization, automation, and change management |
| 9 | Shared Services Director | Shared Services / Finance Ops | Director / VP | Evaluates process standardization and automation across finance functions |
| 10 | Internal Audit / Risk & Compliance Leader | Audit / Risk / Compliance | Director / VP | Influences control design, governance, and cyber/finance risk requirements |
| Recommended Apollo Industries | ||||
| Priority | Apollo Industry | Why It Fits the Event | Best Buyer Use Case | |
| 1 | Financial Services | Core audience for finance transformation and systems modernization | Finance operations, controls, planning, automation | |
| 2 | Accounting | Direct fit for accounting software, close, and reporting solutions | Controller, accounting, close automation | |
| 3 | Information Technology & Services | Important for finance systems, integration, and digital transformation | ERP, workflow, data, and integrations | |
| 4 | Computer Software | Primary vendor ecosystem for finance tech solutions | SaaS finance platforms, AI, analytics | |
| 5 | Banking | Large finance organizations with strong compliance and operating needs | AP/AR, reporting, risk controls | |
| 6 | Insurance | Finance-heavy enterprises with complex reporting and claims-related workflows | Finance ops, planning, compliance | |
| 7 | Retail | High-volume spend, billing, and back-office process requirements | Spend management, AP automation, analytics | |
| 8 | Consumer Goods | Multi-channel finance, procurement, and planning use cases | FP&A, procurement, expense management | |
| 9 | Pharmaceuticals | Regulated finance environments need controls and reporting precision | Compliance, reporting, finance transformation | |
| 10 | Telecommunications | Large enterprise finance operations and shared services models | ERP, planning, AP/AR, workflow | |
| 11 | Hospital & Health Care | Finance teams in complex, multi-site organizations | Financial close, spend, analytics | |
| 12 | Management Consulting | Advisory buyers and implementation influencers | Partnerships, referrals, implementation support | |
| 6. Estimated Attendance | ||||
|---|---|---|---|---|
| Metric | Figure | Status | Source / Basis | Notes |
| Estimated total footfall | Not publicly confirmed | Confirmed unavailable | Official event page does not publish a verified attendee total | Use as a lead-gen event with medium-to-high volume potential, but do not assume count |
| Finance leaders community size | 2,500+ members | Confirmed | Organizer website / CFO Leadership community page | Community size is not event footfall, but indicates audience depth |
| Exhibitor count | 0+ / not publicly confirmed | Not confirmed | Official site shows “Exhibitors 0+” placeholder, but no current-year count published | Vendor directory confirms a structured exhibitor ecosystem |
| Buyer count | Not publicly confirmed | Not confirmed | No buyer registry published | Buyer quality appears strong based on event positioning |
| Speaker count | Not publicly confirmed | Not confirmed | Agenda exists, but the provided source text does not list a verified speaker roster | Speaker organizations should be verified from the live agenda if needed |
| Historical attendance | Not publicly confirmed in supplied source text | Not confirmed | Prior-year metrics not included in the provided official page text | Attendance figure not publicly confirmed by the organizer. |
| 7. Key Focus Areas and Buyer Engagement | |||
|---|---|---|---|
| Focus Area | Typical Buyer Need | Buyer Engagement Opportunity | Relevant Supplier Offering |
| Automation in finance | Reduce manual work in AP, AR, close, and reporting | Show time savings, control improvements, and scalability | Workflow automation, RPA, AP/AR platforms |
| Data analytics and insights | Improve visibility into performance and cash | Offer dashboards, forecasting, and decision support | BI, FP&A, analytics, data integration |
| Accounting software & ERP | Modernize legacy accounting stack | Position integration, compliance, and scalability benefits | ERP, accounting platforms, finance suites |
| FP&A in the era of AI | Faster forecasting and scenario planning | Demonstrate AI-enabled planning and predictive capabilities | CPM, planning, forecasting, AI models |
| Digital expense management | Control employee spend and improve policy compliance | Highlight policy automation and reporting | Expense management, cards, T&E tools |
| Process optimization & workflow | Standardize operations and reduce cycle time | Showcase implementation speed and operational discipline | Workflow engines, process mining, shared services tools |
| Cybersecurity for finance | Protect finance systems, payments, and sensitive data | Open conversations with finance leaders and IT stakeholders | Security tools, access controls, fraud prevention |
| Future tech in accounting & finance | Understand emerging platforms and adoption trends | Thought leadership and innovation-led demand capture | AI, agentic workflows, advanced automation |
| Lead Quality Assessment | ||
|---|---|---|
| Factor | Assessment | Explanation |
| Buyer relevance | Very High | Event is explicitly built around finance and accounting technology decision-makers. |
| Decision-maker availability | High | Likely to attract CFOs, controllers, finance directors, and procurement influencers. |
| Data collection potential | High | Vendor directory, agenda, expo format, and community channels support list-building opportunities. |
| Apollo targeting potential | Very High | Clear fit for finance, accounting, ERP, procurement, and technology job functions. |
| Geographic targeting potential | High | Strong Northeast concentration with national finance-market reach. |
| Best outreach approach | High-value account targeting | Use account-based outreach to CFO organizations, shared services, and finance technology teams. |
| Overall lead quality | Very High | Strong buyer intent and a tightly aligned solution-evaluation audience. |
| Best use case | B2B attendee list building and exhibitor prospecting | Best for finance-tech vendors, data providers, consulting firms, and enterprise software sellers. |
| Limitations / risks | Attendance list not public | Current-year attendee companies cannot be verified without organizer access or published registration data. |
| Apollo.io Targeting Recommendation | ||
|---|---|---|
| Filter Type | Recommended Filters | Purpose |
| Apollo industries | Financial Services; Accounting; Information Technology & Services; Computer Software; Banking; Insurance; Retail; Consumer Goods; Pharmaceuticals; Telecommunications | Capture finance leaders and technology buyers across regulated and high-volume operating environments |
| Departments | Finance; Accounting; Procurement; Operations; IT; Transformation; Shared Services; Risk & Compliance | Reach both economic buyers and technical evaluators |
| Seniority | C-level; VP; Director; Head; Senior Manager | Target decision-makers and solution owners |
| Job titles | CFO, Controller, VP Finance, Finance Director, FP&A Director, Head of FP&A, Procurement Director, AP Manager, AR Manager, ERP Director, Finance Systems Director, Finance Transformation Lead | Match the event’s core attendee profile |
| Geography | United States; Northeast; New York; New Jersey; Connecticut; Pennsylvania; Massachusetts; Washington DC metro | Prioritize local and regional attendee concentration while preserving national reach |
| Employee size | 201-500; 501-1,000; 1,001-5,000; 5,001-10,000; 10,000+ | Focus on organizations with mature finance stacks and larger software budgets |
| Keywords | finance transformation, accounting software, ERP, FP&A, AP automation, AR automation, spend management, close automation, finance analytics, workflow automation, AI in finance | Identify active solution evaluators and modernization projects |
| Company type | Public; Private; Enterprise; Multi-location; Shared services-heavy | Prioritize organizations with large finance operations and recurring software spend |
Suggested Apollo Search Logic: (CFO OR Controller OR “Finance Director” OR “FP&A Director” OR “Finance Transformation” OR “ERP Director” OR “Procurement Director” OR “AP Manager” OR “AR Manager”) AND (finance OR accounting OR ERP OR automation OR planning OR analytics OR spend OR close OR “vendor management” OR “expense management”) AND geography filtered to the United States with emphasis on NY / NJ / CT / PA / MA / DC metro.
| Client Fit Review Required | |||||||
|---|---|---|---|---|---|---|---|
| Please share the client website or product/service details. I will review the client offering and identify the highest-fit buyer companies, Apollo industries, seniority levels, departments, and job titles from this event. | |||||||
| Sources & Verification Notes | |||
|---|---|---|---|
| Source | Type | What It Verified | Reliability |
| StrategicCFO360 – FATE official event page | Official organizer website | Event name, positioning, venue context, format, topic modules, vendor directory structure, community scope | Very High |
| StrategicCFO360 – CFO Leadership / community page | Official organizer / community page | Community size, audience profile, event network, and finance leader positioning | Very High |
| Javits Center | Venue website | Venue identification and city-level location context | High |
| Provided official website content excerpt | Primary source excerpt | Module topics, expo structure, directory categories, certificate program, audience descriptors, community claims | Very High |
🎯 Selling to this event's audience? Get a free tailored buyer list
Tell us your work email and our AI instantly builds a buyer list matched to Finance & Accounting Technology Expo - FATE — the best‑fit companies to target, the exact decision‑maker job titles, and the industry filters that fit what you sell.
🔒 Get my buyer details Free · ~20 seconds