Business partnering is something everyone is talking about right now. The premise is that the more low-value finance tasks are automated, the more time finance practitioners have to work with their “customers” in the business. The only problem is that many business leaders are far from satisfied with finance’s performance to date as a valued business partner.

FP&A in a small sized business is different than in a large, corporate firm. While one can argue that we all face a lack of time and resources, there often is no dedicated FP&A function in a smaller enterprise. FP&A team members in a smaller firm are wearing many more hats than FP&A. Again, we don’t have too many people that report to us (if any) that are analysts. 

The fourth meeting of the Boston FP&A Board was held on March 26, 2019.  The meeting was held at the offices of Robert Half and was sponsored by not only Robert Half but also SAP. The purpose of the meeting was to discuss Integrated FP&A.

In April 2019, the International FP&A Board held the 6th Frankfurt meeting where more than 30 senior finance practitioners shared their ideas about what is a new age of Zero Based Budgeting (ZBB).