The Face-to-Face Toronto FP&A Board
Moving from FP&A to Extended Planning and Analysis (xP&A)
The London Board meeting
The event is proudly
sponsored by:
In partnership with: IWGMichaelPage
The Toronto 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 Toronto FP&A Board and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

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 27 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, light food and refreshments
7:00 pm - 9:00 pm             Discussion
9:00 pm - 10:00 pm           Drinks and Networking

Agenda:
  • FP&A Evolution: from traditional to extended (xP&A)
  • What is xP&A?
  • How to implement it? Integrated FP&A: Six Success Factors
  • xP&A Case Study: Strategic and Operational Planning at AstraZeneca, shared by Daniel Smedley, CFO at AstraZeneca
  • How Exactly? FP&A Board Maturity Model: your transformation tool
  • Small group work
  • Conclusions and recommendatios

Daniel Smedley

Experienced CFO with expertise across multiple finance sub-functions and the ability to lead large finance and administration organizations. A strategic business partner able to help senior leadership make effective and profitable business decisions. Strong educational background including an MBA with a specialization in finance and a CPA, CMA designation.

Meeting Venue:

Toronto Spaces Liberty Village
80 Atlantic Avenue, 4th Floor
Toronto, Canada M6K 1X9

The event will take place on the 4th floor.

There is street parking available as well as a parking lot close by: (https://parking.greenp.com/carpark/224_34-hanna-avenue/)

Discussion Facilitator:

Jennifer Wall, Senior Director of Financial Planning & Analysis (FP&A) at Tridel

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 organizations. 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.

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

Jennifer Wall

Jennifer Wall is Senior Director of Financial Planning & Analysis (FP&A) at Tridel where she joined the Company in January 2021. Jennifer is a CPA, CA. She has spent many years in senior FP&A roles working for such large public and private organizations as Brookfield Asset Management, Dynamic Tire, Stanley Black & Decker and Mars Canada Inc. She has partnered with various IT teams on Finance strategies and initiatives including the implementation of SAP and Hyperion Planning. Jennifer has also been involved in various projects including Mergers & Acquisitions, Business Valuations, Corporate Governance and Financial Remediation. She is an award of Excellence winner from Stanley Black & Decker and has received many other awards throughout her career.

Click the button below to register for the meeting:
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