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The Digital North American FP&A Board: From Traditional to Better and Beyond Budgeting

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

              
      The North American FP&A Board​  

It is commonly agreed that the traditional budgeting process is time-consuming and costly. It rarely focuses on strategy and adds little value. Although traditional budgets have evolved over the years, they can hardly meet the challenges of the modern economic and business environment. Join our global discussion on whether Beyond Budgeting is the best alternative. At the meeting, we will discuss whether it is realistic to abandon the budget and transform the whole process.

The Digital North American FP&A Board will be held on the 13th of April 2021 from 11:00 AM to 12:30 PM PDT.

Join our experienced and international panel of speakers to learn how to move from Traditional to Better and Beyond Budgeting.

Even if the timing of the live event is not convenient, you can still register to view the recording. 

What is International FP&A Board?

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

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

Participation Information

  • The Digital FP&A Board is complimentary and vendor-agnostic. 
  • All participants should register to secure their place.
  • Unfortunately, we are not able to confirm registrations with missing details. Please fill out all required fields.
  • The webinar recording and presentation slides will be available for the registered participants only. If you are not able to join the live meeting, you can review the recording later.

Please note that participation at the digital meeting is subject to the FP&A Trends Group Terms and Conditions and Privacy Policy.

Subject:

From Traditional to Better and Beyond Budgeting

Date:
Tuesday, April 13, 2021
Time:

11:00 AM - 12:30 PM PDT 

2:00 PM - 3:30 PM EDT

7:00 PM - 8:30 PM BST

Agenda:
  • Beyond Budgeting - Business Agility in Practice
  • Case study on moving to Beyond Budgeting
  • Rolling Forecast in Beyond Budgeting
  • The importance of technology for Better and Beyond Budgeting
  • Conclusions and Recommendations
  • Q&A
Meeting Venue:

Digital. Webinar format.

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/

  • Steve Player, Program Director - North America at Beyond Budgeting Round Table
  • Nevine White, VP Accounting at Hargray Communications Group
  • Matthew Mowrey, Senior Director of Finance, Analytics, and Business Performance at DAI
  • Michael Lengenfelder, Head of FP&A Product Management at Unit4
  • Hans Gobin, Experienced FP&A Leader and International FP&A Board Ambassador (Discussion Facilitator)
     

Participation in the Digital FP&A Board is complimentary.
The forum is vendor-agnostic and exclusive to finance practitioners only.
We will not be able to confirm places for the registrations with missing and incorrect details.

Nevine White

VP Accounting at Hargray Communications Group

Beginning her 30-year career in engineering roles at TCG in New York, Nevine moved on to leading the FP&A function for tw telecom (now Century Link) for two decades. There she championed powerful changes in financial planning that enabled an agile and effective management structure.

Prior to her current role, Nevine worked for Live Future Ready, leveraging her experience to support organizations in their financial transformation efforts across various industries. Recognized for her experience in finance agility and building effective teams, she has been featured at conferences and on podcasts. She joined Hargray in May 2019 as the VP Accounting.

Nevine White's LinkedIn profile: https://www.linkedin.com/in/nevinewhite/

Michael Lengenfelder

VP Application Design FP&A

Michael Lengenfelder joined the former prevero Austria GmbH 15 years ago as a consultant and has been part of the Unit4 FP&A journey ever since. He offers a broad range of experience and knowledge in consulting and FP&A applications. He became VP Business Unit Utilities in 2013, followed by Vice President Finance two years later, and finally Vice President Application Design in 2018.

Linkedin: https://www.linkedin.com/in/michael-lengenfelder-910a20/

E-Mail: michael.lengenfelder@unit4.com​

Steve Player

Steve Player serves as the North America Program Director for the Beyond Budgeting Round Table (BBRT) and works with BBRT member companies to implement continuous planning processes.

He has over 30 years’ experience with improving performance management and implementing strategic planning processes. He is also the Managing Director of Beyond EPS Advisors, a Business consulting firm, and founder of ABM SMART.

He is the co-author (with Steve Morlidge) of Future Ready: How to Master Business Forecasting and co-author (with Jeremy Hope) of Beyond Performance Management as well as five other books. He regularly interviews CFOs from leading organizations on innovative finance and planning processes as part of the website CFOThoughtLeaders.com. Steve’s work in helping companies implement rolling forecasts and move Beyond Budgeting has been featured in CFO Magazine, the AICPA’s Journal of Accountancy, Entrepreneur, Financial Times and numerous other publications.

Steve Player's LinkedIn profile: https://www.linkedin.com/in/steve-player-b02209/

Matthew Mowrey

Senior Director of Finance, Analytics, and Business Performance at DAI

Senior finance and business intelligence professional. Oversee project accounting, financial forecasting, and advanced analytics for 500M business unit focused on the US federal government. Deep experience with system implementations, financial planning systems, business logic, business process improvement, instructional design, and finance team transformation. CPM administrator and technical lead. Published BI and finance author.

Matthew Mowrey's LinkedIn profile: https://www.linkedin.com/in/matthew-mowrey/

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