The FP&A Trends Webinar: How to Harmonize Your Top-Down and Bottom-Up Planning Processes

The webinar is proudly sponsored by:

X-FP&A​

The ability to respond to rapid change and uncertainty requires agility and resilience. One of the biggest barriers for organizations to increase agility comes from unaligned top-down and bottom-up planning processes, and FP&A plays a key role in balancing these two models. By successfully combining them, organizations can increase the quality of their planning results.

  • Why is there a gap between these two planning approaches? 
  • How do you bridge this gap to increase agility?
  • What are the key challenges for organizations to address this? 
  • What are the benefits of bridging this gap with a unified planning approach?

Join us for the FP&A Trends Webinar on July 13 from 11 AM to 12 PM PDT to find answers to these questions and actionable insights on how to successfully transform and harmonize your top-down and bottom-up planning. If the timing does not work for you, please register anyway, and we will send you the recording afterwards.

The Expert Panel:

Participation Information

  • The FP&A Trends Webinar is complimentary and vendor-agnostic. 
  • All participants should register online 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.

Dr. Liran Edelist

Dr. Liran Edelist is the President of Jedox Inc. a leading global provider of EPM solutions. He holds a PhD in Business Administration with a concentration in consulting and Information Systems. He has over 20 years of first-hand experience with financial and strategic planning technologies in both the public and private sectors. Dr. Edelist is also an experienced lecturer (visiting professor) at various academic and professional institutes.

Charles Peter

Charles Peter is Finance Director at Microsoft leading the Revenue and Forecast Insights team for Global Sales at Microsoft.

His team lead the products insights and lead the forecast process for the whole Sales finance organization (500+ individuals across the globe).

Charles has been at Microsoft for 14 years; he started in the Microsoft France subsidiary then moved to Corp and did various roles primarily focused on revenue such as WW Revenue Planning (Budget tools, process and cascade), Modern Work Finance commercial GTM and FP&A lead, Azure Finance FP&A lead.

Subject:

How to Harmonize Your Top-Down and Bottom-Up Planning Processes

Date:
Time:

11 AM - 12 PM PDT
2 PM - 3 PM EDT
7 PM - 8 PM BST

Agenda:
  • Top-Down and Bottom-Up Planning Processes: key concepts and definitions
  • Microsoft Central Forecast case study
  • How technology can unify planning processes
  • Conclusions and Recommendations
  • Q&A Session
Meeting Venue:

Webinar format

Participation in the webinar is complimentary.
The forum is vendor-agnostic and exclusive to finance practitioners only.
We will not be able to confirm registrations with missing and 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.

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