The Digital FP&A Circle is proudly sponsored by Wolters Kluwer CCH® Tagetik:
Building a truly connected FP&A ecosystem—where people, processes, data, and technology work seamlessly together—remains a challenge for many teams. Fragmented processes, siloed systems, and limited visibility still stand in the way of agility and better decision-making.
Join the Digital North American FP&A Circle to explore practical steps finance leaders are taking to integrate key elements, streamline workflows, and create a smarter, faster, and more connected FP&A function.
A recording and presentation of the event will be shared afterwards with everyone who registers.
The Panel:
- Orli Shvartzman, Director, Corporate Financial Planning & Analysis at Balt, Boston FP&A Board member
- Naveen Agarwal, Managing Director, CFO at Merrill Lynch, New York FP&A Board member
- Fernanda Noronha, Director of Finance, Process Optimization at Grainger, Chicago FP&A Board member
- Dominic Nguyen, Support Sales Manager at Wolters Kluwer CCH Tagetik
- Olga Rudakova, FP&A Trends Ambassador and Discussion Facilitator
Optimizing the FP&A Ecosystem: Streamlining Processes for Agility and Impact
11:00 AM - 12:30 PM EDT / 8:00 AM - 9:30 AM PDT
4:00 PM - 5:30 PM BST
5:00 PM - 6:30 PM CEST
(the registration link will convert the time to your time zone)
- Defining the FP&A Ecosystem: Why Integration is Critical for Success
- Streamlining Processes: Real Examples of Breaking Silos and Improving Agility
- Technology in Action: Supporting Faster Close and Consolidation
- Key Learnings: Practical Steps to Build a Smarter, More Connected FP&A Function
The digital event 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.