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San Francisco
San Francisco Board

The San Francisco FP&A Board was established on the 5th of April 2018 as an educational and networking platform for the local FP&A community.

Since then, a diverse group of members, representing leading global and local companies such as Google, HP, Amazon, Visa, Flex, Genentech, Siemens, Gensler, Kaiser Permanent, Hitachi, Uber, Adobe, SeatGeek, and many others joined this think-tank. Together, we explore the best way to address the challenges in the FP&A community in the 21st century.

During the meetings, we guide the development and promotion of best practices in global FP&A, identify and support new trends, skillsets and innovations. The speakers from Mobileum, Autodesk, Synaptics, Roche Pharmaceuticals, UCSF Medical Center, Gensler, and others presented their insights and case studies.
 

Fernando Schreiner
Fernando Schreiner
FP&A Director
Gensler

Experienced leader of Financial Planning & Analysis with 30 years of experience with a demonstrated history...

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Ambassador
Valerie Martin
Valerie Martin
Senior Finance Director
Autodesk

Valerie is a dynamic financial leader and trusted partner with 20+ year of experience supporting executives...

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Ambassador
Christina Lewis
Christina Lewis
Senior Director, Global Finance
Visa

Experienced Finance/Business/Strategy Executive with a strong background in finance leadership and strategic planning. Highly skilled in...

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Ambassador
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FP&A Board future meetings

FP&A Board previous meetings

Displaying 1 - 5 of 21

From Insights to Impact: Redefining FP&A Business Partnering in the Age of AI

In this article I reflect on how FP&A business partnering must evolve from insights to impact in an AI-driven world.

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October 16, 2025

SF-Board
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The Power of Predictive Planning & Forecasting: Insights from the San Francisco FP&A Board Meeting

San Francisco FP&A Board #11 explored how senior finance leaders are advancing from traditional methods to Predictive Planning and Forecasting through AI, driver-based models

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March 20, 2025

San Francisco FP&A Board №11, March 2025
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Creating Your Map for Transformation with the FP&A Trends Maturity Model: Insights from San Francisco

The International FP&A Board members continue to explore the transformative potential of the FP&A Trends Maturity Model. The San Francisco chapter welcomed this series

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March 14, 2024

San-Francisco-FPA-Board-March-2023-1
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San Francisco FP&A Board: Unveiling the Power of FP&A Storytelling

On the 19th of October, senior FP&A practitioners from renowned companies, such as Autodesk, Allianz, Kaiser Permanente, Sony Play Station, Visa, Lyft, Airbnb

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October 19, 2023

San-Francisco-FPA-Board-October-2023-1
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San Francisco FP&A Board Notes: 5 Crucial Team Roles

On the 7th of March, San Francisco welcomed the International FP&A Board members first time this year. This event signified the start of

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March 7, 2023

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

AI-FPA
AI in FP&A
Data and Analytics
Data & Analytics
esg
ESG in FP&A
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
Process
Technology
Technology

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