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The First Digital North American FP&A Board: "FP&A Digital Transformation: Moving from Traditional to Leading Stage"

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

 
 Robert Half
 

FP&A Board​

 

“The business landscape has changed fundamentally; tomorrow’s environment will be different, but no less rich in possibilities for those who are prepared” (Ian Davis, former MD at McKinsey)

The current business and economic environment are now fundamentally different. As organisations continue to adapt to the world of "Unknown Unknowns", FP&A’s role has become increasingly more important:

  • Budgets are long out of date and quarterly forecast less relevant.
  • Quick and flexible Scenario Planning and on-demand re-forecasting have become the "new norm".
  • FP&A teams are having to adapt quickly and develop new "playbooks" to prepare for the future.

The First Digital North American FP&A Board will be held online on the 17 September from 11:00 AM - 12:30 PM PST. 

Join our experienced and international panel of experts to learn more about FP&A Digital Transformation: Moving from Traditional to Leading Stage.

With the help of modern technology, this event will be exploring the latest trends in FP&A Digitalisation through case studies, panel discussion from senior finance leaders, polling questions and Q&A session.

More details on the subject matter and speakers are available below.

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 FP&A Board is exclusive to finance practitioners only. 

The meeting is complimentary, vendor-agnostic and by-invitation-only. 

All participants should register online to secure their place. The meeting recording and the presentation 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:

FP&A Digital Transformation: Moving from Traditional to Leading Stage

Date:
Thursday, September 17, 2020
Time:

11:00 AM - 12:30 PM PST

Agenda:
  • The Power of Integrated FP&A
  • Big-Data in Finance: From Descriptive to Prescriptive Analytics
  • FP&A Analytical Transformation: Practical Steps
  • The Role of Technology and Moving to AI/ML
  • FP&A Skills: How to Adjust to the “Digital Era"
  • Conclusions and Recommendation
  • Q&A
Meeting Venue:

Digital. Webinar format.

The Panel of Experts

  • Fernando Schreiner, Director, Financial Planning & Analysis at Gensler, a member of San Francisco FP&A Board
  • Sumit Dangi, USA CFO & Treasurer at Jewelers Mutual Group (former global analytics CFO at HSBC), member of Chicago FP&A Board
  • Valerie Martin, Finance Director at Autodesk, a member of the San Francisco FP&A Board
  • Paul McDonald, Senior Executive Director at Robert Half
  • Chris Chan, FP&A Technology Thought Leader at SAP

Discussion Facilitator

  • Larysa Melnychuk, MD of FP&A Trends Group and Founder of the International FP&A Board.

Participation in the Digital FP&A Board events is complimentary and by invitation only.
The forum is vendor-agnostic and exclusive to finance practitioners only.
We will not be able to confirm places for vendors, salespeople, and consultants.

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.

Fernando Schreiner

Experienced leader of Financial Planning & Analysis with 30 years' experience with a demonstrated history of working in the architecture & planning, legal and technology industries. Skilled in Cash Flow, Business Planning, Analytical Skills, Team Building, and Professional Services. Excellent background in internal control assessment, finance decision support, and FP&A. Ability to direct complex projects from concept to fully operational status. Goal-oriented individual with strong leadership capabilities. Organized, highly motivated, and detail-directed problem solver. Effectively manages teams across functional, geographic and organizational boundaries.

Paul McDonald

Senior Executive Director, Robert Half

Paul McDonald is senior executive director at Robert Half, which specializes in the placement of professionals in the accounting and finance, technology, legal, creative, and administrative fields. He writes and speaks frequently on hiring, workplace and career management topics. Over the course of more than 30 years in the recruiting field, McDonald has advised thousands of company leaders and job seekers on how to hire and get hired.

McDonald joined Robert Half in 1984 as a recruiter for financial and accounting professionals in Boston, following a public accounting career with Price Waterhouse. In the 1990s, he became president of the Western United States overseeing all of the company’s operations in the region. McDonald became senior executive director of Robert Half Management Resources in 2000, and assumed his current role in 2012.

Sumit Dangi

CFO & Treasurer

Sumit Dangi is the Chief Financial Officer & Treasurer at Jewelers Mutual Group. He has led cross-functional teams for over 20 years in countries spanning Asia, North America and Europe. Sumit came to JM Group from HSBC Global where he was their SVP and CFO, Global Data & Analytics. Prior to HSBC, Sumit worked with Huron Consulting, KPMG & Procter & Gamble in a variety of finance roles covering valuation, strategy, and optimization. Sumit is a graduate of University of Mumbai, and received his MBA from University of Maryland. Additionally, Sumit is a Chartered Accountant ranking consistently in the top 99% percentile across peers.

Valerie Martin

Valerie is a proven financial leader and trusted partner with extensive experience in supporting executives and teams through digital and business model transformation. She has a specific expertise and deep experience with sales teams, marketing teams, in go to market readiness, channel and partnership programs and building new processes and teams.

She leverages her expertise and pragmatic way of thinking to develop financial budgets and performance forecasts, that enables excellent business results.

As a change agent, she leverages strong business partnering, analytical, financial, and strategic skills to develop individuals and teams. Valerie is passionate about advising leaders to make informed decisions, problem solving, and developing talent

Chris Chan

Chris Chan is a FP&A Technology thought leader that examines the intersection of planning & analysis and technology. He conducts extensive research on the cutting edge trends in FP&A such as predictive planning and helps enterprise businesses realize the true value of technology. Throughout the years at SAP he has worked together with many planning teams in the fortune 100 and has seen the analytical transformation first hand. Looking forward in to the future, he is excited to share his knowledge and experience of FP&A transformation.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
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Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Five Critical Roles for Building a World-Class FP&A Team
 
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FP&A Business Partnering and AI: A New Era
 
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The Face-to-Face London FP&A Board Mastering Data in FP&A: Smarter Analytics, Better Decisions

June 5, 2025

FP&A Trends Webinar The Evolving Role of FP&A: From Number Cruncher to Strategic Advisor
The FP&A Trends Webinar Making FP&A Teams Fit for the Future

June 11, 2025

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 2025

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

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