Skip to main content
Home
The Online Resource for Modern FP&A Professionals
Please register to receive the latest FP&A news, updates and tips Login

Main menu

  • Home
  • FP&A Insights
    • FP&A Trends Digest
    • FP&A Trends Research
    • FP&A Trends Insight Paper
    • FP&A Trends Survey
    • Short Videos
    • Our Contributors
  • FP&A Events
    • International FP&A Board
    • FP&A Trends Webinars
    • Digital FP&A Circles
  • AI/ML Committee
    • Introduction
    • Members
    • Resources
    • Meetings
  • FP&A Tools
    • FP&A Trends Maturity Model
  • About Us
    • Company Policy
    • Privacy Policy
    • Editorial Guidelines
    • Our Ambassadors
    • Our Sponsors & Partners
    • Contact Us
The Face-to-Face San Francisco FP&A Board
Moving from FP&A to Extended Planning and Analysis (xP&A)
The event is proudly
sponsored by:
In partnership with:Robert Half
            The San Francisco FP&A Board

Today's uncertain business environment makes it clear that extended planning and analysis (xP&A) will be essential if organizations respond quickly to fast-moving events. 

xP&A is more than moving the planning process outside of Finance. It completely transforms the organization's process, people and technology.

Join the face-to-face San Francisco FP&A Board and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

The PROOF OF VACCINATION IS REQUIRED to attend the meeting.

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 28 cities in 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 only to 25 senior finance practitioners.

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. Every participant should make sure they comply with active COVID regulations. It is advisable to take a home COVID test before the meeting. Please refrain from joining the event and inform us if you have any symptoms.​

Subject:

Moving from FP&A to Extended Planning and Analysis (xP&A)

Date:
Wednesday, October 19, 2022
Time:

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

Agenda:
  • Extended Planning & Analysis (xP&A): key concepts and definitions
  • Key success factors of Integrated FP&A
  • Integrated FP&A Model - Collaborative FP&A Process
  • Practical experience, shared by Glenn Snyder, Vice President - Financial Planning & Analysis at Mobileum
  • Key steps to implement xP&A
  • Small groups work
  • Conclusions and recommendations
Meeting Venue:

Robert Half office
50 California St.
10th Floor
San Francisco, CA 94111

The parking garage is available at 101 California St, San Francisco, CA 94111. Parking fees: $15 for evening parking (after 5 pm)

All guests will need an ID.

Discussion Facilitator:

  • Fernando Schreiner, Director, FP&A at Gensler

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.

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 of vendors, salespeople or consultants. 

Participation is subject to the FP&A Trends Group Terms and Conditions and Privacy Policy.

If you would like to attend, please fill in the registration form below. We will review your application and get back to you.

Click the button below to register for the meeting:
REGISTER NOW
+

Subscribe to
FP&A Trends Digest

We will regularly update you on the latest trends and developments in FP&A. Take the opportunity to have articles written by finance thought leaders delivered directly to your inbox; watch compelling webinars; connect with like-minded professionals; and become a part of our global community.

Create new account

Event Calendar

Pagination

  • Previous
  • May 2025
  • Next
Su Mo Tu We Th Fr Sa
27
28
29
30
1
2
3
 
 
 
 
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Transforming FP&A Together: Human & AI Synergy
 
18
19
20
21
22
23
24
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Five Critical Roles for Building a World-Class FP&A Team
 
25
26
27
28
29
30
31
FP&A Business Partnering and AI: A New Era
 
All events for the year

Future Meetings

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Transforming FP&A Together: Human & AI Synergy

May 15, 2025

The Face-to-Face Milan FP&A Board
The Face-to-Face Milan FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

May 20, 2025

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

May 22, 2025

BPAI
The FP&A Trends Webinar FP&A Business Partnering and AI: A New Era

May 28, 2025

The Face-to-Face London FP&A Board: Data Management & Analytics: Unlocking FP&A Value
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

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

AI/ML FP&A
AI/ML FP&A
Data and Analytics
Data & Analytics
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
Process
Technology
Technology

Please register to receive the latest FP&A news, updates and tips.

info@fpa-trends.com​

              

Foot menu

  • FP&A Insights
  • FP&A Board
  • FP&A Videos

Footer countries

  • Amsterdam
  • Austin
  • Boston
  • Brisbane
  • Brussels
  • Chicago
  • Copenhagen
  • Dubai
  • Frankfurt
  • Geneva
  • Helsinki
  • Hong Kong
  • Houston
  • Kuala Lumpur
  • London Board
  • London (Circle)
  • Melbourne
  • Miami
  • Milan
  • Munich
  • New York
  • Paris
  • Perth
  • Riyadh
  • San Francisco
  • Seattle
  • Shanghai
  • Singapore
  • Stockholm
  • Sydney
  • Tokyo
  • Toronto
  • Washington D.C.
  • Zurich

Copyright © 2025 fpa-trends.com. All rights reserved.

0