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FP&A Storytelling in Practice: London FP&A Board Meeting Notes
London-FPA-Board-April-2023-4
May 1, 2023

By Wai Yee Tsang, Senior FP&A Consultant

FP&A Tags:
FP&A Board Meetings Insights

The London FP&A Board met on 20 April 2023 for the 30th meeting since its establishment. The FP&A Board Members discussed practical considerations for effective FP&A Storytelling, focusing on the building blocks of the narrative, visualisation and data.

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The New York FP&A Board: Discussing Crucial FP&A Teams Roles
New-York-FPA-Board-March-2023-1
April 7, 2023

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

FP&A Tags:
FP&A Board Meetings Insights

The 200th landmark meeting organized by the FP&A Trends Group occurred on March 16th in New York. 25 FP&A leaders met to share their experiences and ideas about how to approach building the best-in-class FP&A teams.

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Five Critical Roles for Building a World-Class FP&A Team
Boston-FPA-Board-March-2023-1
March 22, 2023
FP&A Tags:
FP&A Board Meetings Insights

The 9th Boston FP&A Board gathered on 21 March 2023 at Spaces State Street. Senior finance practitioners have discussed the five crucial FP&A Team Roles this time.

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Building World-Class FP&A Teams: Houston FP&A Board Notes
Houston-FPA-Board-March-2023-4
March 19, 2023

By Eric Moses, Mergers and Acquisitions Lead - Americas at Shell

FP&A Tags:
FP&A Board Meetings Insights

The Houston FP&A Board met on March 14, 2023, at Downtown Greenstreet in central Houston to explore the topic of world-class FP&A teams and the critical elements to building them.

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San Francisco FP&A Board Notes: 5 Crucial Team Roles
San-Francisco-FPA-Board-March-2023-1
March 10, 2023
FP&A Tags:
FP&A Board Meetings Insights

On the 7th of March, San Francisco welcomed the International FP&A Board members first time this year. This event signified the start of North American FP&A Board meetings scheduled for 2023.

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5 FP&A Team Roles: Notes from Seattle FP&A Board
Seattle-FPA-Board-March-2023-1
March 10, 2023
FP&A Tags:
FP&A Board Meetings Insights

27 senior finance professionals gathered in Seattle FP&A Board on 9 March 2023 to discuss the five crucial FP&A team roles and the most important principles of building the best-in-class finance teams.

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The FP&A Trends Webinar The Power of FP&A Storytelling

February 4, 2026

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Integrated FP&A
Integrated FP&A
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People and Culture
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