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:
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

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
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