The Chicago FP&A Board meeting: FP&A Team Building

Please note, that due to the recent Coronavirus Outbreak the next Chicago FP&A Board will preliminary take place on the 11th of June 2020 (instead of March 24th). You are still welcome to register by the link below.

The Chicago FP&A Board is proudly sponsored by:
 Robert Half
The Chicago FP&A Board meeting

The Chicago FP&A Board will meet on the 11 June 2020 (the date is preliminary) for the fifth time. The professional debate will be devoted to the subject of the FP&A Team Building. 

Modern FP&A professionals are expected to meet many requirements and to have a broad skill set hardly found in one human being. No wonder, FP&A positions are among the hardest-to-fill. One of the solutions is FP&A team building, where the skills and talents of the team members simply complement each other. 

The International FP&A Board was created in London (UK) in 2013 to guide the development and promotion of best practices in Financial Planning & Analysis (FP&A). Since then, the Board chapters were successfully established in 27 cities and 16 countries across Europe, the Middle East, Asia, Australia, and North America. Their aim is to identify and support new global trends, valued skill sets and leadership practices in modern corporate Financial Planning & Analysis. 

The FP&A Board is exclusive to senior finance practitioners in active employment (at CFO, FD, and Head of Finance levels). Please note that places for the Chicago chapter are limited. We are inviting only 25 participants to join the event. 

The meeting is complimentaryvendor-agnostic and by-invitation-only.

If you would like to attend, please fill in the registration form below. We will review your application and get back to you. Please note that participation is subject to the FP&A Trends terms and conditions and privacy policy.


Building Winning Financial Planning and Analysis (FP&A) Teams


Thursday, 11 June 2020


6-30 pm - 7-00 pm          Registration, networking, refreshments and light food
7-00 pm - 9-00 pm          Discussion
9-00 pm - 10-00 pm        Drinks and networking


1. What are the key features of a successful FP&A Professional?
2. FP&A Team Building: FP&A Team Roles
3. Teams Synergy and how to achieve it
4. A case study and the best practices from the field:

  • Ryan Howe, Sr. Director Operations FP&A at Medline

5. Small groups discussion on FP&A Teams Evolution
6. Conclusions and recommendations

Meeting Venue:

To be confirmed

Discussion Facilitator:

Carl Seidman, International FP&A Board Ambassador.

Participation in all FP&A Board meetings is complimentary and exclusive to finance practitioners at CFO, FD, and Head of Finance level who are in active employment at large, local and international organisations. We cannot confirm the registrations of vendors, salespeople, consultants or unemployed.

Carl Seidman

Carl Seidman works within Fortune 500 corporations and middle-market companies, helping them establish stronger practices, processes, and sustainable business models. At the same time, he brings finance professionals greater control over their careers by helping them build their skills while eliminating time-wasting activities and mistakes. Carl occasionally serves as an outsourced CFO or coach to a select number of entrepreneurial businesses throughout North America and Europe. Recent partnerships include: Crawford & Company, Quin Global, UBT, The Marmon Group, NerdWallet, IGT, CHEP, Marsh & McClennan, Cigna, Verizon, Discover, Fannie Mae, Freddie Mac, Santander, Fresenius Kabi, and Telus.

As a professional speaker, Carl is a Director on the Board of the Illinois Chapter of the National Speakers Association. Carl was previously a Director at Conway MacKenzie, Inc. – a middle-market turnaround and restructuring boutique – and a Senior Associate at PwC Consulting in Chicago.

Carl lives in Chicago with his wife Jessica and their twin sons.

Professional Credentials & Licenses

- Certified Public Accountant (CPA)

- Certified in Financial Forensics (CFF)

- Certified Fraud Examiner (CFE)

- Accredited Member in Business Valuation (AM)

- Certified Insolvency & Restructuring Advisor (CIRA)

- Chartered Global Managerial Accountant (CGMA)


Michigan State University

- BA Finance and Economics

- MS Managerial Accounting

Carl Seidman's LinkedIn profile: