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The FP&A Trends Webinar
Navigating Intelligent Transformation with FP&A Trends Maturity Model

The webinar is proudly sponsored by:

Strategy​

Based on the findings from the 2023 FP&A Trends Survey, 45% of FP&A's time is allocated to low-value tasks like data collection and validation, while only a third is dedicated to high-value activities. Remarkably, this situation hasn't changed much in the last 5 years! This persistent trend calls for a significant shift towards intelligent transformation in the FP&A domain.

Over the last 8 years, the International FP&A Board has developed the FP&A Maturity Model, which aims to help you intelligently map the path to success. This powerful tool allows companies of all sizes and industries to assess their current state of FP&A maturity, identify areas of improvement and embark on the journey of intelligent transformation. With a strong market presence and rich history, it's an ideal instrument for organisations seeking to enhance their FP&A practices.

Join the FP&A Trends Webinar on the 11th of October to learn practical insights and recommendations from senior finance practitioners from the field on how to navigate Intelligent Transformation with the FP&A Trends Maturity Model.

A recording of the event will be shared afterwards with everyone who registers.

The Panel:

  • Matt Poleski, Regional CFO/Finance Director at Arthur J.Gallagher & Co., Chicago FP&A Board member
  • Adam Hancock, Senior Director, FP&A at EBSCO Industries, Inc.
  • Laure de Saint Germain, Global Marketing Director - Finance Solutions at Board International
  • Hans Gobin, FP&A Leader and International FP&A Board Ambassador (Discussion Facilitator)

Hans Gobin, FCCA, MBA

Finance Director with over 20 years of experience in Financial reporting (Internal, External, PLC, Board), FP&A, Performance Management, Systems Implementation, Multinational Project managements, Transformation & Change Management, M&A, BPO & SSC.

Experience working in different company sizes ranging from Start-ups to large PLC and PE backed and experience working in various different sectors including manufacturing, retail, pharmaceutical, FMCG & Practice.

Founder member of the London International FP&A board regularly delivering talks on FP&A related subject matters.

LinkedIn profile: https://www.linkedin.com/in/hans-gobin-bfp-aca-fcca-mba-020118b/

Matt Poleski

Regional CFO/Finance Director at Arthur J.Gallagher & Co.

In his current role, Matt oversees financial planning and analysis as well as financial acquisition due diligence and integration.

Matt helps business leaders grow their business by simplifying financial information to support business strategy. He helps put the right organisational structure in place, with the right people in the right positions, with the right incentives.

Matt joined Gallagher in 2006 and has worked in various roles in his 14 years at Gallagher including Internal Audit Director and Canadian CFO.

Prior to joining Gallagher, Matt worked with for KPMG, Sara Lee, and Pizza Capri.

LinkedIn profile: https://www.linkedin.com/in/matt-poleski-615a764/

Adam Hancock

Senior Director, FP&A - EBSCO Industries, Inc.

Adam started his career as a CPA with PwC, auditing several large companies in the retail, manufacturing, and hospitality space.

After pursuing his MBA, Adam led several roles in Corporate FP&A and Strategic Planning at American Airlines, Financial Operations in the Southeast region at SCA Health (subsidiary of Optum Health).

Now at EBSCO Industries, he's recently launched a new Corporate FP&A division to modernize planning and analytics for EBSCO’s 14 diverse portfolio companies.

Adam has a BS in Accounting from Samford University in Birmingham, AL and an MBA from Georgetown University in Washington D.C.

LinkedIn profile: https://www.linkedin.com/in/adam-hancock-5173b36/

Laure de Saint Germain

Global Marketing Director - Finance Solutions Board International

LinkedIn profile: https://www.linkedin.com/in/laure-de-saint-germain-10810b23/

Subject:

Navigating Intelligent Transformation with FP&A Trends Maturity Model

Date:
Wednesday, October 11, 2023
Time:

2:00 PM - 3:00 PM BST
3:00 PM - 4:00 PM CEST
09:00 AM - 10:00 AM EDT

(the registration link will convert the time to your time zone) 

Agenda:
  • FP&A Trends Maturity Model: general overview
  • Six dimensions and five stages of FP&A Maturity
  • Moving to the Leading Stage: creating your transformation map
  • Case studies and examples from the field
  • Conclusions & recommendation
  • Q&A Session

 

Meeting Venue:

The webinar is complimentary, vendor-agnostic, and exclusive to finance practitioners only.
Participation is subject to the FP&A Trends Group Terms and Conditions and Privacy Policy.
We will not be able to confirm places for the registrations with missing or incorrect details.

Click the button below to register for the meeting:
REGISTER NOW
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Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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October 5, 2023
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The Face-to-Face New York FP&A Board
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October 12, 2023
The Face-to-Face Toronto FP&A Board
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October 18, 2023
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The Face-to-Face San Francisco FP&A Board FP&A Storytelling in a Data-Driven World
October 19, 2023
The Face-to-Face Seattle FP&A Board: FP&A Storytelling in a Data-Driven World
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October 24, 2023
The Face-to-Face Boston FP&A Board
The Face-to-Face Boston FP&A Board Creating Your Transformation Map with the FP&A Board Maturity Model
October 26, 2023
Geneva FP&A Board
The Face-to-Face Geneva FP&A Board FP&A Storytelling in a Data-Driven World
November 7, 2023
Continuous Planning
The FP&A Trends Webinar Real-Time and Continuous Planning: What Does It Involve
November 8, 2023
Zurich FP&A Board
The Face-to-Face Zurich FP&A Board FP&A Storytelling in a Data-Driven World
November 9, 2023
The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)
November 14, 2023
Helsinki
The Launch of the Face-to-Face Helsinki FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
November 16, 2023
From Insights to Impact: Unveiling the Potential of FP&A Scenario Management
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November 22, 2023
The Launch of the Face-to-Face Riyadh FP&A Board
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November 27, 2023

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