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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

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FP&A Board previous meetings

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The Era of Digitised FP&A Business Partnering

In the current highly uncertain business environment, an FP&A business partner needs to be equipped with defined skills and competencies that bridge technical acumen

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June 8, 2021

fp&a
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Digital

The Digital North American FP&A Board: From Traditional to Better and Beyond Budgeting

Budgets were invented in the Industrial Age as an efficient management tool. So why in this day and age of VUCA, most of the

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April 13, 2021

time-to-change
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Digital

Top 10 Trends Shaping the Future of FP&A

The Digital North American FP&A Board identified the top 10 trends shaping FP&A in 2021 and beyond. The discussion was led by an experienced

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January 26, 2021

trends
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Digital

North American FP&A Board Defines Strategies for Digital Transformation

The First Digital North America FP&A Board meeting took place on September 17, 2020 to discuss the digital transformation and how FP&A is moving

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September 17, 2020

Digital Transformation
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Digital

FP&A Team Building in San Francisco

This month I had the unique opportunity to join 25 finance professionals of the San Francisco FP&A Board to have a robust dialogue on

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March 5, 2020

Read Report

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
From What-If to What’s Next: Scenario Management for Modern FP&A
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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From Insight to Impact: FP&A Business Partnering in the Age of AI
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
From Forecast to Action: Building Predictive Power into FP&A
 
Moving from FP&A to Extended Planning and Analysis (xP&A)
 
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The FP&A Analytics Playbook
 
 
All events for the year

Future Meetings

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

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

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

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

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The FP&A Trends Webinar: The FP&A Analytics Playbook
The FP&A Trends Webinar The FP&A Analytics Playbook

October 29, 2025

The Face-to-Face Zurich FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Zurich FP&A Board Transforming FP&A Together: Human & AI Synergy

November 4, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital EMEA FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

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

November 11, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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

November 18, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Visionary Trends in FP&A: A Strategic Look Toward 2030

December 4, 2025

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