The Seattle FP&A Board will meet on the 3rd of March 2020 for the fifth time. The professional debate will be devoted to the subject of the FP&A Team Building.
Modern FP&A professionals are expected to meet many requirements and to have a broad skill set hardly found in one human being. No wonder, FP&A positions are among the hardest-to-fill. One of the solutions is FP&A team building, where the skills and talents of the team members simply complement each other.
The International FP&A Board was created in London (UK) in 2013 to guide the development and promotion of best practices in Financial Planning & Analysis (FP&A). Since then, the Board chapters were successfully established in 27 cities and 16 countries across Europe, the Middle East, Asia, Australia, and North America. Their aim is to identify and support new global trends, valued skill sets and leadership practices in modern corporate Financial Planning & Analysis.
The FP&A Board is exclusive to senior finance practitioners in active employment (at CFO, FD, and Head of Finance levels). Please note that places for the Seattle chapter are limited. We are inviting only 25 participants to join the event.
The meeting is complimentary, vendor-agnostic and by-invitation-only.
Building Winning Financial Planning and Analysis (FP&A) Teams
Tuesday, 3 March 2020
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
1. What are the key features of a successful FP&A Professional?
2. FP&A Team Building: FP&A Team Roles
3. Teams Synergy and how to achieve it
4. Some case studies and the best practices from the field:
- Integrated Team Building “There is an ‘I’ in Team!”, Scott Turtel, Executive Director of Finance, Shared Services at Providence Health and Services
- "Building a New FP&A Team", John Vair, Director, Finance & Procurement at The YMCA of Greater Seattle
5. Small groups discussion on FP&A Teams Evolution
6. Conclusions and recommendations
Washington Athletic Club
1325 Sixth Avenue
Seattle, WA 98101
Parking options: a parking garage at 1409 Sixth Avenue, which is half a block from the Club. Further parking details are here: https://www.wac.net/about-the-wac/parking/
Note: Participants will not need to bring an ID to enter the building.
Larysa Melnychuk, MD of FP&A Trends Group and Founder of the International FP&A Board.
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.