Virtual Lunch and Learn Series: 12 Principles of Best Practice FP&A

Are you working from home? Let’s have lunch and learn something new together… don’t worry, we mean virtually on our couches!

We might as well use our time to build skills and knowledge, so let’s start with something most CFOs want to see improved- their Financial Planning & Analysis process. They believe it delivers too little value and eats up too many resources. As a result, they often ask “what are Best Practices in Financial Planning & Analysis?” To date, the answers have been based on conventional wisdom, anecdotes, and popular trends propagated by finance magazines. What’s been lacking is hard data… until now.

Join us for this Four-Part Virtual Lunch & Learn Series to discover the 12 Principles of Best Practice FP&A, developed from a recent Institute of Management Accountants (IMA) survey, conducted with more than 700 organizations worldwide.

Here is the breakdown of the series and what core topics each session will cover:

Part 1: The Foundation- April 9th, 2020 @ 11 AM ET

Part 2: Building a Culture of Accountability- April 16th, 2020 @ 11 AM ET

Part 3: Taking FP&A to the Next Level- April 23rd, 2020 @ 11 AM ET

Part 4: A Case Study in Best Practice FP&A- April 30th, 2020 @ 11 AM ET

You can register for the whole series or pick and choose the session you would like to attend! If you can’t make it to the session, register anyway and we will send you the recording once it is available.


  • Lawrence Serven/ Author of 12 Principles of Best Practice FP&A

    Lawrence is an internationally recognized subject-matter expert on Financial Planning and Analysis (FP&A) and Enterprise Performance Management (EPM). He is the founder and former CEO of XLerant, Inc., a leading EPM software company. He is also the author of the 12 Principles of Best Practice FP&A and Value Planning: The New Approach to Building Value Every Day (J. Wiley & Sons).