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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 6 - 10 of 20

Reinventing FP&A: Key Lessons Learned from the Pandemic

The recent FP&A Board meeting brought together some strong leaders in the FP&A field to discuss key lessons learned from the pandemic and how

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May 26, 2022

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FP&A Change Management: How To Drive Analytical Transformation

Any change should be carefully managed, but this is no easy task: research shows that only 30% of change programs are successful. So what

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April 28, 2022

change-management-na
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Digital

The Digital North American FP&A Board: How to Empower FP&A to Bridge the Strategy Gap Once and for All

For many organisations, the Strategy Gap is a major obstacle, preventing them from truly maximizing their Strategic Planning efforts and sustainably creating value.

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March 8, 2022

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Digital

The Digital North American FP&A Board: How to Achieve Agile and Continuous Planning

This article looks at the key concepts and definitions of both integrated and agile FP&A. Through the two case studies, we explore how to

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November 16, 2021

profitability-management
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Digital

The Digital North American FP&A Board: How to Become a Compelling Storyteller

FP&A Storytelling has been one of the biggest trends in FP&A over the last few years as executives and C-level leaders want to know

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September 16, 2021

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Digital

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Event Calendar

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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

October 7, 2025

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