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The Face-to-Face Zurich FP&A Board
Five Critical Roles for Building a World-Class FP&A Team

The event is proudly sponsored by Wolters Kluwer and CCH® Tagetik:

Tagetik
In partnership with:          

The Zurich FP&A BoardGlobal business has never experienced change at the scale and speed observed in recent years. FP&A teams need to be multi-skilled and multi-functional in this rapidly evolving environment. It allows them to develop new ‘playbooks’ to overcome challenging changes, taking on roles that are not typical for traditional management accounting.

Over the years, we have met with thousands of International FP&A Board members in 29 chapters across 16 countries and have conducted several research papers to ascertain the critical roles for building a world-class FP&A Team.

Join the face-to-face Zurich FP&A Board and discuss trends in FP&A skills and capabilities.

The International FP&A Board was created in London, UK, in 2013 to guide the development and promotion of the best practices in modern corporate Financial Planning & Analytics (FP&A). Since then, further Board chapters have been successfully established in 29 cities across 16 countries, identifying and supporting new global trends, skill sets and thought leadership.

The FP&A Board is exclusive to senior finance practitioners in active employment (at CFO, FD, and Head of Finance levels) who represent large local and international organizations (revenue from £0.5B). Please note there are limited places in the meeting room. Meeting invitations are extended to 25 senior finance practitioners only.

Board meetings are complimentary, vendor-agnostic and by invitation only.

Safety: FP&A Trends Group will take all measures to provide a safe and collaborative environment.

Subject:

Five Critical Roles for Building a World-Class FP&A Team

Date:
Thursday, February 9, 2023
Time:

6:30 p.m. - 7:00 p.m.       Registration, networking, refreshments and light food
7:00 p.m. - 9:00 p.m.       Discussion
9:00 p.m. - 10:00 p.m.     Drinks and networking

Agenda:
  • Skills for the future: Building the best-in-class FP&A team
  • Five essential FP&A Team Roles:
          o    FP&A Architect
          o    FP&A Analyst
          o    FP&A Data Scientist
          o    FP&A Influencer
          o    FP&A Storyteller               
  • "The role of the Advanced Navigator", by Stuart Howes, Head of Group Controlling at On AG
  • Small groups work
  • Conclusions and recommendations
Meeting Venue:

Michael Page & Page Executive
Bleicherweg 10, 8002 Zurich, Switzerland

Discussion Facilitator: Stefan Spiegel, CFO at Swiss Railway Freight Logistics (SBB Cargo AG)

 

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 made by vendors, salespeople or consultants. Participation is subject to the FP&A Trends Group Terms and Conditions and Privacy Policy.

stefan spiegel

Stefan Spiegel

Stefan Spiegel is currently CFO at the logistics and Rail Freight company SBB Cargo. He is a creative thinker and innovative leader who brings over 20 years of experience across diverse industries such as logistics, retail, wholesale, insurance, asset management, maintenance, production, transportation and energy.

As a physicist and MBA graduate with additional education in organizational development and Machine Learning, Stefan Spiegel is passionate about developing new steering systems and organizational structures to improve overall profitability. For that, he combines operational research and predictive analytics methods with aspects of leadership behaviour and organizational self-steering to transform a financial organization from a classical descriptive role towards a predictive, decision-generating business driver.

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Future Meetings

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The Face-to-Face Geneva FP&A Board Five Critical Roles for Building a World-Class FP&A Team
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February 9, 2023
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March 7, 2023
The Face-to-Face Houston FP&A Board
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March 14, 2023
New York FP&A Board
The Face-to-Face New York FP&A Board Five Critical Roles for Building a World-Class FP&A Team
March 16, 2023

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