8:30 am to 12:30 pm CDMX

The Ritz-Carlton, Mexico City
Av. P.º de la Reforma 509, Cuauhtémoc
Mexico City
Mexico

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2026 CFO Forum: Mexico City

2026 CFO Forum: Mexico City (Photo: Cyndi Balladares)

8:30 am to 12:30 pm CDMX

The Ritz-Carlton, Mexico City
Av. P.º de la Reforma 509, Cuauhtémoc
Mexico City
Mexico

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Overview

This edition of Council of the Americas' CFO Forums brought senior financial executives together in Mexico City for private and off-the-record conversation.

This year's forum featured a Mexico Political & Economic Outlook, as well as sessions focused on digitalization of the Mexican banking system and Artificial Intelligence.

The forum was held in Spanish.


Registration: Natalia Posada at cfoprogram@as-coa.org

Program Information: Lorrane Campos at lcampos@as-coa.org

Sponsorship Opportunities: Cyndi Balladares at cballadares@as-coa.org

Note: This event is only open for corporate senior finance executives (CFOs, VPs of Finance, and Heads of Treasury). If you are interested in sharing this invitation within your company, please contact cfoprogram@as-coa.org.

Agenda

8:30 to 9:00 am: Registration

9:00 to 9:10 am: Welcome Remarks and Introduction

  • Maria Lourdes Teran, Vice President, AS/COA Miami
  • Moderator: Gabriel Andrade, Managing Director & Head of GPS for Mexico, Bank of America

9:10 to 10:10 am: Session I — Political and Commercial Perspectives: Mexico 

An expert will offer an analysis of the economic and political environment in Mexico and its impact on global trade. Likewise, they will present their vision of the Mexican market in 2026 and the review of USMCA, addressing key factors such as inflation, interest rates, and the macroeconomic environment. 

  • Luis de la Calle, Managing Director & Founding Partner, Madrazo, Mancera

10:10 to 10:55 am: Session II — Digitization of the Mexican Banking System

The panelists will share their vision on the digitization of the Mexican banking system, highlighting opportunities to strengthen financial inclusion, improve operational efficiency, and expand access to services. They will also address the impact of new players, the impact of mobile banking and digital payments, and the role of the regulatory framework in building a more modern and accessible system.

  • Juan Guerra, CEO, México, Revolut
  • Fernando Sandoval, Co-founder & CFO, Banco Kapital
  • Marcos Kantt, CFO, Plata
  • Carlos Diaz de la Garza, General Director, Mexico, Moody's

10:55 to 11:20 am: Networking Coffee Break

11:20 to 12:15 pm: Session III — Artificial Intelligence: Long-Term Impact and How to Prepare

Artificial intelligence is transforming the finance function, from process automation to advanced analytics for decision-making. This session will provide insights on how CFOs can integrate AI to optimize financial planning, risk management, and business performance. 

  • Philipp Haugwitz, Partner, Mexico City, McKinsey & Company

12:15 pm: Closing Remarks

  • Matthew Davies, Head of Global Payments Solutions EMEA, and Co-Head of GPS Global Corporate Sales, Bank of America

Speakers

Luis de la Calle
CEO and Founding Partner, De la Calle, Madrazo, Mancera

Luis de la Calle is managing director at De la Calle, Madrazo, Mancera, S.C., and from 1999 to 2002 was Mexico’s undersecretary for international trade negotiations in Mexico’s Ministry of the Economy. He also served as trade and NAFTA minister at the Mexican Embassy in...

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Philipp Haugwitz

Partner at McKinsey & Company and Leader of McKinsey Digital in Mexico 

The head of McKinsey Digital in Mexico, Haugwitz joined the firm in 2014 at the Berlin office and relocated to Mexico in 2016. He specializes in digital and Artificial Intelligence transformations, as well as innovation topics across various industries, spanning both the public...

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Carlos Diaz de la Garza
Country Head, Moody’s de Mexico

Carlos Díaz de la Garza is the country manager for Mexico and the Commercial Head for North LatAm focused on building new relationships and promoting Moody’s Corporate and Social Responsibility Initiatives. Prior to joining Moody’s, he worked for Scotiabank as managing director...

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Marcos Kantt

CFO, Plata

Marcos Kantt is a seasoned financial executive with over 20 years of experience across high-growth technology platforms and global capital markets. Prior to Plata, Marcos served as CFO of Habi, one of Latin America’s leading real estate technology platforms, where he helped scale...

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Fernando Sandoval

Chief Financial Officer & Co-Founder, Kapital Grupo Financiero
 

Fernando Sandoval is chief financial officer and co-founder of Kapital Grupo Financiero, where he leads the company’s financial strategy, capital structure, and long-term growth initiatives.

He brings more than 20 years of experience in the financial sector, including senior roles...

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Juan Miguel Guerra

CEO, Revolut Bank SA IBM 

Juan Miguel Guerra joined Revolut in October 2021 to found the bank in Mexico with the goal of revolutionizing the way millions of people manage their money.

Before joining Revolut, Juan held executive positions in both traditional banking and fintech. He was CEO of RappiCard...

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