The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

The Digital FP&A Circle is proudly sponsored by:

The Power of Driver-Based Planning in the Age of AIAs AI accelerates analysis, the role of FP&A is expanding beyond producing insights and forecasts. The next challenge is turning those insights into coordinated action across the business.

FP&A Trends research shows that only 2% of FP&A teams consider themselves fully optimized, while 74% of finance professionals believe AI agents will play a crucial role in the future of FP&A. As planning, forecasting, and decision support become increasingly AI-enabled, finance leaders must rethink how FP&A teams operate, collaborate, and create value.

Join the Digital North American Circle on July 16th to explore how FP&A leaders are evolving from analysts into orchestrators of performance, decision-making, and business value in an AI-enabled world. 

A recording of the event will be shared afterward with everyone who registers.

The Panel:

Hans Gobin, FCCA, MBA

Finance Director with over 20 years of experience in Financial reporting (Internal, External, PLC, Board), FP&A, Performance Management, Systems Implementation, Multinational Project managements, Transformation & Change Management, M&A, BPO & SSC.

Experience working in different company sizes ranging from Start-ups to large PLC and PE backed and experience working in various different sectors including manufacturing, retail, pharmaceutical, FMCG & Practice.

Founder member of the London International FP&A board regularly delivering talks on FP&A related subject matters.

Hans Gobin's LinkedIn profile: https://www.linkedin.com/in/hans-gobin-020118b/

 

Gaby Makstman

Based in San Francisco, USA. San Francisco FP&A Board member.

Gabriella “Gaby” Makstman is a finance and strategy professional with over 20 years of experience in FP&A, business operations, and systems transformation.​ She is Director of Financial Planning and Analysis at SquareTrade. Gaby brings a thoughtful, steady approach to problem-solving and is known for asking the right questions and staying grounded in both data and context.​

Ankit Chopra

Ankit Chopra is a finance and analytics leader specialising in FP&A, cloud economics, and AI-driven strategy. He currently serves as Director of FP&A for Cloud and AI, where he leads financial planning, pricing, and margin optimisation initiatives to support scalable, data-driven growth.

With a background spanning SaaS, cloud, and technology organisations, Ankit focuses on building innovative planning models that connect financial performance with product, engineering, and go-to-market decisions. His work centres on leveraging data and AI to improve profitability, optimise cloud spend, and enable smarter, forward-looking decision-making.

Oliver Sullivin

Global Head of FP&A at Unit4

Oliver has 24 years of cross-vertical experience in transforming clients' planning, analysis, and reporting processes and landscapes, with an emphasis on business modelling. Working with a range of enterprise class performance management and business intelligence platforms, for both vendors and partner organisations.

Oliver has a deep understanding of all areas of an organisation's analytics journey; from solution consulting to implementation and guidance, to support and on-going customer success.

Subject:

From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

Date:
Time:

12:00 AM – 13:00 PM EDT
9:00 AM – 10:00 AM PDT
6:00 PM – 7:00 PM CEST
5:00 PM – 6:00 PM BST
 * the registration link will translate it to your time zone

Agenda:
  • Why AI Still Falls Short in Finance
  • From Analysis to Orchestration: The New Role of FP&A
  • Building Trust Through Context, Governance, and Accountability
  • The Technology Foundation for AI-Enabled Planning and Decision-Making
  • Conclusions, Recommendations, and Q&A Session
Meeting Venue:
The webinar is complimentary, vendor-agnostic, and exclusive to finance practitioners only.
Participation is subject to the FP&A Trends Group Terms and Conditions and Privacy Policy.
We will not be able to confirm places for the registrations with missing or incorrect details.
Click the button below to register for the meeting:
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