Financial Planning & Analysis
Transforming Finance to a Business Partner
FP&A Professionals are being called upon to provide more support in strategic decision-making within their organizations from the lens of a business partner. Hear from the finance team at a multinational consumer goods company, that was called upon by their business stakeholders to provide more value-added insights. Learn about their 5-step transformation journey to becoming an engaged business partner, including how to build and strengthen relationships with stakeholders, as well as how to turn data into insights.
Mohamed ELRouby, FP&A Head Middle East Cluster, Takeda
Advanced Dynamic Financial Modeling
Despite increasing efforts to move planning and modeling efforts away from Microsoft Excel, more than 40% of companies admit that spreadsheet software remains one of their core tools for forecasting. In this session, an FP&A trainer covers methods of dynamic forecasting to save time, eliminate mistakes, and reduce rework. Facilitated in Excel, this interactive session takes attendees through an actual company model and transition into a dynamic format, allowing the model to self-update with minimal human involvement. Learn not only the mechanics of modeling, but also how to become an indispensable asset to your organization.
Carl Seidman, Principal, Seidman Financial
Architecting the Digital Finance Future: Leveraging the Cloud to Drive Business Transformation
Finance leaders must deliver advanced analytics and unique insights, provide strategic leadership to optimize the allocation of scarce resources, and partner with the business to improve decision-making. Unfortunately, many organizations struggle as their legacy technology platforms are typically not well aligned to the business model, lack flexibility, and require involve manually intensive processes with long cycle times. In this panel discussion, FP&A leaders who have spearheaded enterprise initiatives to modernize and digitally enable their finance function through the implementation of cloud based EPM solutions discuss efforts to streamline business processes, enhance modeling and planning capabilities, and improve accuracy while minimizing risk.
Philip Peck, Vice President Finance Transformation, Peloton Group
Michael Spataro, Director, Financial Planning & Analysis, Regeneron
Getting Engagement and Involvement from Operations
Too often in the finance industry, practitioners rely solely on reports or raw data to build the financial model for a company. It is important for practitioners to engage the people that create the data, to have better foresight into what they feel they can accomplish in future years. This session covers best practices to get engagement from your operations team. Learn how to get other teams to provide insight into the forecast process, as well as how to take ownership of the process so that they are always trying to improve and understand the financials.
Daniel Clarkson, Financial Planning Specialist, Chesapeake Energy Corporation