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Washington
Washington D.C. Board

The Washington FP&A Board was launched on the 9th of October 2019.

Senior FP&A leaders from The Coca-Cola Company, GSK, Warner Bros Discovery, Gartner, Deltek, Mars, Thales Defense & Security Inc., and other companies attended the events to guide the development and promotion of better practices in global FP&A, identify, and support new trends, skillsets and innovations.

The speakers from Warner Bros. Discovery, Microsoft, Coca-Cola and others presented their insights and case studies.

Guilherme Saraiva
Guilherme Saraiva
Former Senior Director, Financial Planning & Analysis
Warner Bros. Discovery

Guilherme has broad experience in budgeting, forecasting, analysis of results and reporting, long-range and strategic planning...

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Ambassador
Dai Shi
Dai Shi
Development Committee Chair & Executive Committee Member
The Washington Ballet

Dai believes the financial services industry is the first responder to everyone’s financial health — an...

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Ambassador
Janice Lambert
Janice Lambert
Chief Financial Officer

Janice Lambert is a strategic and growth-focused Chief Financial Officer (CFO) adept at financially optimizing and...

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Ambassador
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FP&A Board future meetings

FP&A Board previous meetings

Displaying 1 - 5 of 13

The Face-to-Face Washington D.C. FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)

The FP&A Board in Washington D.C. on the 27th of October was devoted to the subject of Extended Planning and Analysis (xP&A).

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October 27, 2022

DC-Oct
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The Face-to-Face Washington D.C. FP&A Board: Reinventing FP&A: Key Lessons Learned from the Pandemic

The first after the pandemic face-to-face meeting in Washington, D.C. was held on June 14 to discuss the key lessons learned from the pandemic.

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June 14, 2022

26/06
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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

usa-skyline
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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

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The FP&A Trends Webinar The Power of FP&A Storytelling

February 4, 2026

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FP&A Research
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General
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Integrated FP&A
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People and Culture
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Process
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Technology

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