Spend Management, Corporate Cards & Accounts Payable Solutions

Agenda

The Future of Finance retreat convenes a small group of CFOs, founders, and finance leaders to examine the forces reshaping finance. The programming encourages full-room discussions among peers, featuring a mix of interactive sessions.

Over the 2.5-day retreat, you’ll develop fresh insights from conversations with leaders tackling similar challenges, build meaningful new relationships, and identify practical ideas you can bring back to your organization.

Day one: Wednesday, March 4

All day

Guest arrivals

Arrive at Stanly Ranch in the afternoon, settle in, and decompress before the evening’s welcome reception.

5:00pm

Cutting Lawn

Welcome reception

Join us for welcome drinks and conversation. This event is outdoors, so please check the forecast and dress accordingly.

5:40pm

Cutting Lawn

Welcome remarks and opening fireside–featuring Ken Chenault, Chairman and MD at General Catalyst

After brief welcome remarks from the retreat hosts, engage in an opening fireside chat with Ken Chenault. AI is not just reshaping operations and productivity, it's transforming what is required from leaders. Ken will share his perspectives on guiding organizations through periods of profound change. What does it take to lead when the ground is shifting beneath you? How do you maintain culture while embracing innovation? How do you demonstrate decision courage and model adoption when the future remains uncertain?

6:30pm

Garden House

Welcome dinner

An indoor seated dinner will take place immediately following the opening fireside, marking the start of three days of high-value connection, candid dialogue, and knowledge sharing.

Day two: Thursday, March 5

7:30am

Infinity Hill, The Spa

Morning wellness activity

Join us for an optional 45-minute sunrise guided meditation to ground the day. This event is outdoors — blankets will be provided, but please dress warmly. Light breakfast will be provided afterwards.

8:00am

Garden House

Breakfast

Join us for a hearty breakfast before the day’s conversations begin. Please come at your leisure, noting that breakfast will conclude around 8:45am.

8:45am

Glasshouse Barn

Opening scene setter

This opening session, led by Alex Tran (General Catalyst), will introduce the core themes of the retreat, explore how they adhere together, and illuminate why it’s important for the people in this room to speak across these topics.

8:55am

Glasshouse Barn

Rethinking organizations for the agentic era–featuring Nicholas Bloom, Professor of Economics at Stanford, and Patrick Collison, Co-founder and CEO of Stripe

New research shows that U.S. executives predict that AI will almost double productivity growth over the next three years. We’re bringing together Nicholas Bloom—one of the world’s leading labor economists—and Stripe’s Patrick Collison for a candid exploration of how AI is already impacting employee productivity, and how finance leaders can approach headcount planning in the months ahead. We’ll also cover what the data shows about how to successfully manage a hybrid workforce.

9:35am

Glasshouse Barn

Stablecoins for global expansion and treasury management–featuring Jackie Reses, CEO of Lead Bank, and David Sykes, CCO of Klarna

As stablecoins move from the edge to the core of financial infrastructure, they offer CFOs a transformative toolkit for optimizing global liquidity and achieving instant, 24/7 settlement. Hear real-world examples from David Sykes and Jackie Reses, who have successfully moved money across borders with stablecoin while navigating regulatory compliance and risk.

10:00am

Glasshouse Barn

The new era of monetization–featuring Thomas Seifert, CFO of Cloudflare, and Scott Woody, CEO of Metronome

AI is changing how value is delivered in software. Usage-based and hybrid models better link product value to revenue, but they also change the operating model behind forecasting, cost-to-serve, and billing. Join Thomas Seifert and Scott Woody for a discussion on how CFOs are leading this shift—aligning finance, product, and GTM to drive growth with clear unit economics, stronger forecast confidence, and board-ready visibility.

10:25am

Glasshouse Barn Terrace

Break

Enjoy coffee and refreshments during a morning intermission.

10:40am

Glasshouse Barn

How is AI changing the CFO office? Featuring Krishna Rao, CFO of Anthropic, and Eric Glyman, CEO of Ramp

Driven by AI-powered transformation, the finance function is quickly becoming the strategic nerve center of modern enterprises. This Fireside Chat between Krishna Rao and Eric Glyman explores how leading companies are rethinking the CFO’s role, from automating routine work to deploying AI as a core tool for decision-making. What does the finance org look like when AI handles the rote work? Where are the real productivity gains? What will the future CFO office look like, and how can we prepare for that future today?

11:35am

Glasshouse Barn

Capital innovation for the AI era–featuring Sarah Youngwood, EVP and CFO of Nasdaq, and Barry McCarthy

Innovation is not just the domain of product development; it's reshaping finance. To navigate new financial rails, shifting market structures, and unprecedented capital demands, the most forward-thinking companies are increasingly treating their balance sheet as a weapon to drive value.

This session explores financial innovation as a strategic lever to respond to evolving market dynamics and capital flows. Sarah Youngwood and Barry McCarthy will help us explore questions like: As public markets become increasingly dominated by a small number of companies, how can we create value for a broader set of stakeholders? How are AI companies financing the massive buildout ahead? How are new financial rails expanding markets and unlocking channels that didn't exist before?

12:05pm

Glasshouse Barn

Field to finance: how to build championship cultures–featuring Saquon Barkley, Ken Katz, and Eric Glyman

What separates good organizations from truly elite ones? As AI reshapes every industry, the leaders in this room face the same fundamental challenge that defines championship teams: how do you attract extreme talent, build a culture worth staying for, and perform at the highest level when the stakes have never been higher?

In this conversation, NFL star Saquon Barkley will share the lessons forged on the field — about mental resilience, building trust within a team, and what it takes to show up at your best when everything is changing around you. The insights are more relevant than ever for finance leaders navigating a moment that demands not just strategic clarity, but a new kind of cultural leadership.

12:30pm

Garden House

Lunch

Enjoy an informal networking lunch before transitioning to afternoon activities.

2:00pm

Meet at Reception

Signature activities

Participate in your selected choice of afternoon activities: a golf experience with Super Bowl champion Saquon Barkley, an exotic car excursion through vineyards to a nearby winery, a revitalizing cold plunge experience at the luxurious on-site Halehouse Spa, or relax at The Village, where you can enjoy watercolor painting, wine tasting, music from a live guitarist, or simply unwind in good company.

6:00pm

The Grange

Taste of Napa reception

Join us for a happy hour in the chef’s garden at The Grange featuring regional flavors.

7:00pm

Bear Restaurant

Closing dinner

Close the day with dinner at Bear, Stanly Ranch’s signature restaurant, featuring open-fire cuisine, thoughtfully prepared with seasonal California ingredients.

Day three: Friday, March 6

7:30am

Halehouse Spa

Morning wellness activity

Join us for an optional floating sound bath to ground the day. This event will be a pool soundbath on large floats (weather permitting), however, swimwear is not required. Warm casual clothing is recommended. Light breakfast will be provided afterwards.

8:00am

Garden House

Breakfast

Enjoy breakfast at your leisure. Breakfast will conclude around 9:00am.

9:00am

Across the grounds

Cabana conversations

While we have no official programming, we encourage you to convene in small groups for optional, peer-guided conversations reflecting on the themes of the retreat and discussing practical lessons that you can take back to your organization.

All day

Departures

Grab-and-go lunch will be available from 12:00-1:00pm in Garden House for those heading out after the morning. You are also welcome to stay and enjoy the property at your leisure.

FAQs

Accommodations during the event days will be arranged on your behalf and are covered by Ramp, General Catalyst & Stripe (for the night of March 4 and the night of March 5). Your room will be at the event hotel, Stanly Ranch.

You are welcome to bring a guest to enjoy the property, but unfortunately, at this time, we are unable to include guests in the conference programming, group activities, or group meals. The spa will be open, and the resort’s main restaurant will be available for breakfast, lunch, and dinner for your guest to enjoy at their leisure. Please let us know if you are planning to bring a guest by responding to this email.

Relaxed Business Casual Attire is recommended for the event. Athleisure attire is recommended for the optional morning fitness activities.

Your lodging, accommodations, group activities, & conference meals will be covered by Ramp, General Catalyst & Stripe. Any other expenses, including transportation to and from Stanly Ranch, are at your discretion.

Attendees of the event will be a highly curated group of CFOs, founders, and senior finance executives alongside leaders from Ramp, General Catalyst & Stripe.

The event will begin early evening on Wednesday, March 4th, and is followed by one and a half days of in-depth discussions, group activities and working sessions. We suggest arriving around 4:00 PM on the 4th.

Checkout from the venue is at 12:00 PM. All programming will conclude by this time.

Transportation to and from the event is not covered. Getting to and from Stanly Ranch is at your discretion.

If you should have any personal requests or needs for your stay outside of the event agenda (such as hired transportation to/from the resort and all major local airports or securing reservations for any additional activities during your time in Napa), please reach out to the Stanly Ranch concierge at [email protected]. Fees resulting from additional bookings are not covered by the hosts.

Three international airports are all approximately 60 minutes to Stanly Ranch with the final miles of the drive through the rolling hills and vineyards of the inspiring California Wine Country:

Oakland (OAK) is the closest at 50 miles

Sacramento (SMF) is 61 miles

San Francisco (SFO) is 57 miles

The Sonoma County Airport (STS) is 46 miles, 60 minutes and offers commercial service from the West Coast including LAX & Seattle with Alaska, American Airlines, and United.

Napa Jet Center (APC) is located 7 miles, 12 minutes and is a full service FBO for private jets and charters.

Save the date

The Venue

Speakers

Agenda

FAQs

Save the date

The Venue

Speakers

Agenda

FAQs

Where are the accommodations? Do I need to book a room for the event?

May I bring a guest?

What is the dress code?

What else is included?

Who else will be attending the event?

When should I arrive on the 4th?

When should I depart on the 6th?

Is transportation covered?

Do you have a preferred partner for car transfers?

Where is the nearest airport?