Executive Summit
September 10-11, 2024 | San Diego, CA

Register now

Exclusive
clients only

Non-transferable invitation

Fairmont Grand Del Mar Resort
San Diego, CA

CPE
credits

In person event

5-6 CPE Credits

CFO panel: Insights Unleashed

Beyond the 10-K & 10-Q: ESG Reporting, Proxy, Transactions, Section 16 & Form 144

Trends in Financial Disclosures: Big 4 Accounting Panel

Product Roadmap: Recent & Upcoming New Feature Releases

Upgrade Your ESG Reporting: Meet the New Requirements

Why you should attend Activate

Learn

Earn CPE credits. Enjoy our general sessions and peer panel discussions. Sessions will feature your peers, DFIN and industry experts.

Connect

A great opportunity to connect with your peers, DFIN experts and partners in an intimate setting.

Master

User sessions designed to showcase our latest product innovations. Our Lab is a great spot to meet with our product and SEC experts.

SEC + ESG + Beyond

Our team of SEC and ESG industry experts will provide the latest updates on rulings and mandates so you can rest easy.

Join us in sunny
San Diego

Experience Southern California’s hidden gem, Fairmont Grand Del Mar, an exclusive “Tuscan Villa” inspired resort with exceptional and personalized service. You'll embark on a sensory journey at the estate nestled within 400 acres of canyon.

Register

Planning your
Activate experience

Speakers

Elad Roisman

Elad Roisman

Former Chairman of the SEC & Partner

Cravath

Jacqueline Sargent

Jacqueline Sargent

Director of Corporate Development & Administration

A-Mark

Douglas Brown

Douglas Brown

Chief Counsel & Corporate Secretary

American Outdoor Brands

Amit Joshi

Amit Joshi

Chief Financial Officer

Bain Capital

Steve Beaver

Steve Beaver

SVP General Counsel & Chief Legal Officer

Benchmark

Patrick Hynes

Patrick Hynes

Principal

EY

Christina Thomas

Christina Thomas

Partner

Kirkland & Ellis

Alyssa Levin

Alyssa Levin

Chief Financial & Business Officer

Nkarta

Giovanni Insana

Giovanni Insana

Chief Legal Officer & Secretary

Petco

Johanna Mylet

Johanna Mylet

Chief Financial Officer

Poseida

Alan Stewart

Alan Stewart

Chief Financial Officer

SoundThinking

Nathaniel Sisitsky

Nathaniel Sisitsky

SVP, General Counsel & Corporate Secretary

STAAR Surgical

Craig Clay

Craig Clay

President, Global Capital Markets

DFIN

Donna Garabo

Donna Garabo

Vice President, ActiveDisclosure Product

DFIN

Frank Kelley

Frank Kelley

Director ESG & Compliance

DFIN

Our Sponsors

Gold

FloQast Cross Couuntry Consulting

Silver

Tipalti

Have questions about Activate?
We can help.

or

call Rhonda
+1 516-849-9378