The Digital North American FP&A Board. Integrated FP&A: How to Achieve Agile and Continuous Planning

The Digital North American FP&A Board is proudly sponsored by:

Planful

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Responding to uncertainty and rapid change requires agile decision-making. However, organizational agility often faces a considerable barrier: unaligned top-down and bottom-up planning processes.

Why does this gap exist? How can we bridge it, and what role does technology play?

Join Digital North American FP&A Board on 16 November at 11:00 AM PST to explore the answers to these questions. Our experienced panel will be discussing insights from the Clariant case study. By implementing an intelligent process and system, this leading chemical company achieved a real-time analytical decision-making process.

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

What is International FP&A Board?

The International FP&A Board is a high-profile and truly global think-tank for finance professionals. Board chapters have been successfully established in 27 cities and 16 countries around the globe. We aim to identify and support new global trends, valued skill sets and leadership practices in modern corporate Financial Planning & Analysis. 

The Digital North American FP&A Board will unite our active chapters in Seattle, San Francisco, Houston, Toronto, Washington D.C., Chicago, Boston, and New York. We are also looking forward to inviting guests from parts of North America where the FP&A Board has not yet been geographically established.

Subject:

Integrated FP&A: How to Achieve Agile and Continuous Planning

Date:
Time:

11:00 AM - 12:30 PM PST 
2:00 PM - 3:30 PM EST
7:00 PM - 8:30 PM GMT

(the registration link will convert the time to your time zone) 

Agenda:
  • FP&A Integration: key concepts and definitions
  • Agile FP&A
  • How Clariant beats Volatile Markets: Real-Time Cost Forecasting & Pricing
  • Länsförsäkringar experience: path to Integrated FP&A
  • Conclusions and recommendations
  • Q&A Session

The Panel:

 

The FP&A Board 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.

Larysa Melnychuk

Larysa Melnychuk is a passionate Financial Planning & Analysis (FP&A) professional and influencer who has held senior FP&A roles at leading organisations before setting up the International FP&A Board in 2013. The Board is a global and well-recognised professional think-tank that aims to bring together the knowledge and experience of senior FP&A professionals and aid the development of best practice in the profession.

In the last three years, she successfully expanded the Board into 27 chapters in 16 countries across Europe, the Middle East, Asia, Australia, and North America.

Larysa is also the founder and CEO at the FP&A Trends Group (fpa-trends.com), the leading online resource for FP&A professionals. She chairs the Global AI FP&A Committee and runs a number of high-profile initiatives in the area of modern financial analytics.

Larysa holds a Master of Science degree in physics of materials and is a qualified chartered management accountant (CIMA), chartered global management accountant (CGMA) and is a holder of an FP&A certification. She is also a member of the exam content writing team for the Association of Finance Professionals (AFP) FP&A certification.

Larysa is also a passionate conference speaker and writes articles on various FP&A-related subjects.

Loreal Jiles

Loreal Jiles is Vice President of Research and Thought Leadership for IMA. In this role, Loreal advances the management accounting profession through robust research initiatives that deliver actionable insights to accountants and financial professionals in business. She also contributes to the preparedness of the future leaders of the profession by strengthening the global academic offering of collegiate accounting programs through collaborative research projects, accounting curricula advisement, and oversight of the IMA Higher Education Endorsement Program.

Loreal joined IMA as Director of Research, Digital Technology and Finance Transformation following nearly 15 years in the energy industry in a host of roles covering accounting, digital technology, financial reporting, change management, auditing, and planning & performance management, including leading a Robotic Process Automation implementation in a finance organization.

Loreal is a former IMA Global Board Director and has authored dozens of articles and research reports across global media outlets, including “Diversifying U.S. Accounting Talent” and two IMA Statements on Management Accounting titled “Transforming the Finance Function with RPA” and “An Agile Approach to Finance Transformation.” Loreal holds a B.S. in accounting from Southern University in Baton Rouge, La. and MBA from Tulane University.

Jonas Ekegren

Leader in strategy and finance with more than 20 years of experience in banking and insurance.

Jonas is currently heading the Business and capital planning unit at Länsförsäkringar AB including M&A, investor relations and purchase & procurement. He has held several positions within two of the major banks in the Nordics Nordea and Handelsbanken and has experience from business divisions as well as group level. He is a strong believer in simplification and knowledge sharing being the route to success for all businesses.

Rainer Fischer

- More than 25 years experience in SAP Implementations in different industries - Member of CLARIANT's  “Global Business Service” (GBS) – Data to Insight – Enterprise Analytics - Global Process Expert for Procurement and Supply Chain topics - Master Degree in Economics - Since 2020 Project lead of CLARIANT's E2E initiative

Robert Vultier

- 30 years senior management experience in all business functions: R&D, Production, Sales & Marketing, Strategy, SCM and Procurement around the globe - Long-term full P&L responsibility and also in-depth knowledge of costing - Initiator and Business Partner for development and implementation of E2E Cost Forecasting Tool, as a cooperation project between Clariant and Mibcon NDC - Since July 2021: Freelance Sr Advisor to Mibcon NDC and Clariant for further development and marketing of Cost Forecasting and related Tools

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