Live webinar

FP&A’s transformation playbook for CFOs and finance leaders

Join experts from Board and PwC for a look at how the finance line of business is changing (fast!) and how your organization can, too.

SESSION 1

June 4, 2024 

Finance & beyond: integrated planning

Why CFOs are moving the needle from FP&A to xP&A

Are your people operating off the same page? Too many companies struggle with siloed financial and operational plans, hindering decision-making and long-term goals.  

Cut through the complexity with integrated planning, a strategic approach that: 

  • Brings operational insights into the financial plan
  • Aligns KPIs and metrics across your business
  • Goes beyond spreadsheets for more accurate, reliable data

Walk away with a clear understanding of how integrated planning can enhance your financial strategy and a roadmap for achieving a more holistic business view.

SESSION 2

June 18, 2024 

The future of planning with AI/ML

The future of FP&A in an AI world

Outdated forecasting methods lead to inaccurate data and missed opportunities. AI/ML can help solve this—it’s proving to be the catalyst for transforming FP&A processes and gaining a competitive edge. 

Get best practices for putting AI/ML to work for your team to: 

  • Boost forecast accuracy and reliability
  • Identify strategic opportunities, faster than ever
  • Enhance FP&A with automation and data validation

Join our session for practical steps to maximize the potential of groundbreaking developments in this field. 

Session 3

June 27, 2024 

Building a foundation of effective planning with analytics

Driving performance with an integrated approach to ESG and financial planning

Drowning in too much data? The struggle is real. On average, FP&A teams spend an incredible 75% of their time managing data and administering processes. The result? Limited bandwidth for value-added activities than can drive predictable growth.

Get laser-focused on transforming volumes of data into actionable insights by:

  • Structuring data across hierarchies for increased visibility
  • Ensuring strict data governance using the latest technology
  • Mastering data management to maximize your investment 

Better understand how you can build a foundation for growth at your organization—and deliver next-generation planning that leverages the full value of your data.

SESSION 4

July 11, 2024 

Recalibrating your operating model toward long-term value

Driving performance with an integrated approach to ESG and financial planning

Today’s finance teams are challenged to take on a more prominent role in the business. Subsequently, FP&A has evolved into a business partner able to drive value creation and help turn decision-making into profitable growth. 

The question is: do you have the right operating model to support this new mindset? Join for strategies and tactics to help your team:

  • Deliver impactful insights to key stakeholders
  • Leverage best practices with modern solutions
  • Emulate what proven Centers of Excellence achieve

Leave with a detailed understanding of how to optimize your planning model to fully support long-term financial success.

Can’t attend a live session? Register and gain on-demand access to all recordings after the series concludes.


Meet the speakers

  • FP&A’s transformation playbook for CFOs and finance leaders Image 1
    Simon Kenney
    Partner Advisory at PwC UK
  • FP&A’s transformation playbook for CFOs and finance leaders Image 2
    Eduardo Barredo
    Managing director EPM leader at PwC Canada
  • FP&A’s transformation playbook for CFOs and finance leaders Image 3
    Laure De Saint Germain
    Global Marketing Director for Finance Solutions at Board