What is the Financial Summit?
- October 13 | Networking Reception & Dinner
- October 14 | Summit Day featuring finance focused education and discussions
What You'll Learn
Our agenda is thoughtfully curated in collaboration with our Board of Directors to ensure every session reflects the realities, opportunities, and challenges unique to our industry. This isn’t a generic agenda — it’s a finance-first program designed by experts for global leaders.
Key insights you’ll gain:
- Insights into the latest data on M&As, interest rates, and operational efficiency
- How to differentiate your company to attract investment capital
- Forecasts on the capital and equity markets
Walk away with practical knowledge, strategic perspective, and finance-specific insights you can immediately apply to your business.

Cloud Communications Financial Summit 2026
Financial Summit Agenda
Learn from the industry's leaders in Cloud Communications!
Day One
Opening Cocktail Reception & Dinner, presented by Sansay
Join us in Boston as we kick off the 2026 edition of the CCA Financial Summit.
(Additional purchase necessary to reserve your spot)
Day Two
Registration Open & Breakast
Welcome to Cloud Communications Financial Summit 2026
Clark Peterson
Joe Marion
Valuations, Capital, and Growth: What Every Cloud Provider Should Know
Jordan Rupar
TBA
Zoom Platinum Sponsor Spotlight
Jamie Hill
Analyst Panel & Discussion
Catharine Trebnick
Elka Popova
Matt Townend
Robin Gareiss
CallCorp Platinum Sponsor Spotlight
Jay Christensen
TBA
Closing Comments
Clark Peterson
Joe Marion
Lunch and Ajournment
Meet Your Speakers
See below to learn more about our distinguished speaker lineup.
Jordan Rupar
Jamie Hill
Jay Christensen
Matt Townend
Venue
See below to learn more about where we'll be meeting in 2026.
City Winery is Boston's premier winery, where the rustic appeal of wine country meets modern, urban amenities. Located in the heart of Boston, this venue offers world-class wine and elevated dining.
Day 1 of the CCA Financial Summit will kick-off at City Winery Boston for a networking reception and dinner.
Day 2 will continue the next morning with a full day of sessions and educational content.




