The Ultimate Guide to Finance Networking Events

Jun 7, 2024 by Zazil Martinez

Finance professionals understand the value of networking in advancing their careers and staying updated with industry trends. Attending finance networking events is one of the most effective ways to network in the finance world. These events help connect with like-minded professionals, learn from experts, and stay current on the latest developments.

Ready to dive into the world of finance networking events? Keep reading to discover the top events worldwide and how they can benefit your career.

netsuite suiteworld

Benefits of Attending Finance Networking Events

Finance networking events offer many advantages for professionals looking to advance their careers and expand their knowledge.
They're a platform for connecting with peers, learning from experienced professionals, and exploring new opportunities. Here are some key benefits of attending finance networking events:

  • Networking opportunities. Finance networking events gather professionals from different finance sectors, including banking, investment, accounting, and consulting. These events offer networking opportunities, allowing attendees to meet potential employers, clients, mentors, and collaborators.
  • Knowledge sharing. Finance networking events feature keynotes, discussions, workshops, and seminars by industry experts. These events cover various finance-related topics, including financial analysis, risk management, regulatory compliance, and strategic planning.
  • Career development. Attending finance networking events can help advance one's career in the finance industry. By participating and sharing their experiences, attendees can prove their knowledge and capabilities to potential employers and peers. These events often feature career development resources to help achieve professional goals.
  • Industry insights. Finance networking events provide a unique opportunity to stay updated on the industry. Attendees can gain valuable insights into the future direction of finance by attending sessions on financial technology, digital transformation, market trends, and regulatory changes.
  • Personal growth. Beyond professional development, finance networking events can contribute to personal growth and enrichment. Engaging with diverse professionals from different backgrounds can broaden one's horizons, foster understanding, and cultivate empathy and tolerance.

finance automation good for your job

How to Network at Finance Networking Events?

Attending finance networking events presents valuable opportunities for professionals
to expand their network, gain insights, and advance their careers. To ensure you make the most out of these events, consider the following tips:

  1. Prepare before the event.
    1. Take the time to research the agenda, speakers, and attendees.
    2. Familiarize with key discussion topics and trends in finance.
    3. Prepare relevant questions and talking points to start conversations with fellow attendees.
  2. Set clear goals. Define what you hope to achieve by attending the networking event. Whether you want to make connections, explore career opportunities, or learn about specific topics, having clear objectives will guide your interactions and maximize your time.
  3. Be approachable. Present yourself in a friendly and approachable manner. Smile, maintain eye contact, and offer a firm handshake when meeting new people. Open body language and a positive attitude can make you more appealing to potential connections.
  4. Engage. During the event, take part in discussions and conversations. Ask insightful questions, share your expertise, and contribute to group discussions. Demonstrating your knowledge and enthusiasm for the industry can leave a lasting impression.
  5. Listen. Listen attentively to what others have to say. Show genuine interest in their experiences and perspectives. By actively listening, you build rapport and gain valuable insights and perspectives that can enrich your understanding of the industry.
  6. Exchange contact information. Be proactive in exchanging contact information with individuals you meet during the event. Exchange business cards or connect on professional networking platforms like LinkedIn. Establishing contact information makes following up after the event much more accessible.
  7. Follow up after the event.
    1. Follow up with the connections you made.
    2. Send personalized emails or LinkedIn messages expressing pleasure in meeting them and referencing specific conversations or topics discussed.
    3. Reinforce your interest in maintaining the connection and exploring potential collaborations or opportunities.
  8. Reflect and learn. Take some time to reflect on your experience at the networking event. Check what went well and areas for improvement. Consider applying the lessons learned to future networking opportunities to enhance your skills and achieve your goals.

By following these tips, you can make the most of finance networking events and leverage them to advance your career.

how to network at finance events

Finance Networking Events in the Era of Digital Transformation

With technological advancements and finance digitization, networking events have adapted to meet attendees' needs. One notable trend is the rise of virtual or hybrid events. These combine elements of in-person and online networking experiences.

Virtual finance networking events offer several advantages, the main one being accessibility. Professionals no longer need to travel long distances or incur expenses to attend conferences or seminars. Instead, they can take part from the comfort of their homes or offices, saving time and resources. This also extends to a broader audience, allowing finance professionals from different locations to connect.

Virtual events leverage technology to enhance the networking experience. Platforms with live chat, virtual meeting rooms, and interactive sessions enable interactions. As participants connect or join group discussions, networking becomes more convenient. This format also allows organizers to gather data on engagement, preferences, and feedback for future events.

Despite the growing popularity of virtual events, in-person finance networking events remain valuable. Face-to-face interactions foster a deeper sense of connection and trust among professionals. Meeting with industry leaders and potential collaborators in person can be invaluable for building relationships.

In response to the ongoing digital transformation, many finance networking events are adopting a hybrid approach, combining elements of both virtual and in-person experiences. This hybrid model provides the accessibility and convenience of virtual events alongside the interpersonal connections of in-person gatherings. Attendees can participate in person or virtually, depending on their preferences and circumstances.

Whether attending virtual, in-person, or hybrid events, finance professionals can leverage networking opportunities to expand their professional networks, stay updated with industry trends, and propel their careers forward.


Top Finance Networking Events Worldwide

NetSuite SuiteWorld

NetSuite SuiteWorld is NetSuite's annual flagship conference. Attendees can expect to gain insights into the latest NetSuite product innovations, learn best practices from industry peers, and connect with NetSuite experts to get the most out of their software. SuiteWorld also features a variety of keynote speakers, breakout sessions, and hands-on workshops to help attendees stay ahead of the curve. You can learn everything you need to know about SuiteWorld here.

netsuite suiteworld

Sage Transform

Sage Transform is a renowned conference organized by Sage. It brings together thought leaders, business executives, and technology enthusiasts to explore the latest innovations and best practices in cloud computing, ERP, CRM, and other business management solutions. It is a unique opportunity to learn from industry experts, network with peers, and experience Sage's latest products and solutions firsthand.

Microsoft Dynamics 365 Community Summit

The Microsoft Dynamics 365 Community Summit is an annual event that brings together professionals worldwide to learn about new products and tech, network, and share best practices. The event offers sessions, workshops, and networking opportunities. Attendees can connect with peers and experts and learn about new products and services.

Acumatica Summit

The annual Acumatica Summit gathers customers, partners, and employees worldwide. It showcases the latest Acumatica products and technologies, offering chances for networking and sharing best practices. The event held in Las Vegas features keynote presentations, breakout sessions, workshops, and networking opportunities. Attending the summit benefits users by providing insights into new Acumatica offerings, learning from peers, and gaining hands-on experience.


Finance networking events provide valuable opportunities for professionals to connect, learn, and grow in their careers. These events allow finance professionals to stay updated with industry trends, forge meaningful connections, and advance their professional goals. Make the most of finance networking events by preparing beforehand, engaging actively, and following up with new contacts. Get ready to elevate your finance career through networking!

finance automation good for your job


  1. What are finance networking events?
    • Finance networking events are gatherings of finance professionals where they can connect, learn, and collaborate with industry peers.
  2. How can attending these events benefit my career?
    • Finance networking events offer opportunities to expand your professional network, learn from industry experts, and discover new career opportunities.
  3. Are finance networking events only for finance professionals?
    • While finance networking events primarily target finance professionals, individuals from related fields such as accounting, economics, and business management can also benefit from attending.
  4. What should I expect from a finance networking event?
    • Expect to discuss relevant finance topics, network with industry peers, and gain insights from keynote speakers and panel discussions.
  5. How can I prepare for a finance networking event?
    • Prepare by researching speakers, topics, and attendees, setting networking goals, and practicing your elevator pitch to introduce yourself effectively.