FP&A Board Connect N5: "Practical Insights on FP&A Business Partnering"

At these difficult and uncertain times of global Black Swans and Perfect Storms, the demand for modern FP&A will be higher than ever before. Keeping this in mind the  International FP&A Board has decided to start sharing its insights and case studies. We have gathered these over the last 4 years,  from more than 200 meetings in 27 cities and 16 countries across Europe, the Middle East, Asia, Australia, and North America. 

We are launching a new series of online events called "FP&A Board Connect" where members of the International FP&A Board will share their case studies and practical insights with our global professional community.

The fifth FP&A Board Connect will be delivered from the Western USA. David Wittenberg, Finance Manager at Providence St. Joseph Health, a member of  Seattle FP&A Board and Valerie Martin, Finance Director at Autodesk, a member of  San Francisco FP&A Board, will share their insights on the subject of "FP&A Business Partnering".

Why may some businesses not seek out, or even resist, greater involvement of their FP&A partner? What is the basis of successful FP&A Business Partnering? Let us find out together at this digital meeting.

The online event will last for about 50 minutes, it is complimentary and vendor-agnostic. 

Please register to attend the webinar online or at any convenient time through the recording.

 

Subject:

Practical Insights on FP&A Business Partnering 

Date:
Time:

4 pm BST - 4-50 pm BST

(the registration link will translate into your time zone) 
If you are not able to join the live session, please register to receive the webinar recording.

Agenda:

1. Introduction to the topic: what have we learnt so far?


2. "FP&A Business Partnering Barriers", presented by David Wittenberg, Finance Manager at Providence St. Joseph Health

  • Top Secret Technique For Root Cause Analysis
  • Why does the business not believe FP&A will enhance their success?​
  • Guiding Principles​

3. "FP&A Business Partnering: Practical Insights" presented by Valerie Martin, Finance Director at Autodesk

4. Q&A sessions

Meeting Venue:

Presenters

David Wittenberg, Finance Manager at Providence St. Joseph Health; a member of the Seattle FP&A Board

David Wittenberg

Dave admits to being spoiled throughout his Finance career – supporting business leaders in their most interesting and challenging decisions across a wide range of for-profit and not-for-profit industries. He specializes in Strategic Finance coupled with a passion for Strategic Decision Management. Dave also takes great satisfaction in recruiting and developing high-potential leadership talent. Irresistibly drawn to complexity, he most recently entered healthcare with Providence St. Joseph Health and in these recent months is finding it even more complex that anticipated!

Valerie Martin, Finance Director at Autodesk; a member of the San Francisco FP&A Board

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

Facilitator

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

 

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.

Click the button below to register for the meeting:
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