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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
Founder
Soulscend, LLC.

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 21

Best Practices to Drive Transition to Extended Financial Planning & Analysis

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended

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October 19, 2022

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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

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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

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Digital

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Future Meetings

  • Digital
  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

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Integrated FP&A in Action: Connecting People, Roles, and Decisions
 
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All events for the year

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