FPA Tags

February 11, 2019

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

John Sanchez is Managing Director of financial planning and training consultancy FPA Group, LLC . He has more than 20 years’ experience including working at a top ten accounting firm, mergers and acquisitions work for Fortune 500 companies, and leadership positions in consolidated business groups such as Royal Caribbean Cruises and AutoNation. John has substantial experience in capital and strategic planning with proven skills in large-scale budgeting, forecasting and financial planning.

Since his move into developing business training courses for financial professionals in the areas of communications, financial planning and analysis, budgeting and forecasting, John has established a clientele including solo start-ups and multi-billion dollar conglomerates in an eclectic array of industries. Among his many projects, he was hired by the Association of Financial Professionals (AFP) as the instructor for the inaugural exam preparation course for the Certified FP&A Professional certification.

John holds a bachelor’s degree in accounting and has served as a member of the board of directors for several organizations.

LinkedIn Profile: https://www.linkedin.com/in/fpajohn/

According to Google's Chief Economist, Dr. Hal Varian, "The ability to take data—to be able to understand it, to process it, to extract value from it, to visualize it, to...

January 15, 2019

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

John Sanchez is Managing Director of financial planning and training consultancy FPA Group, LLC . He has more than 20 years’ experience including working at a top ten accounting firm, mergers and acquisitions work for Fortune 500 companies, and leadership positions in consolidated business groups such as Royal Caribbean Cruises and AutoNation. John has substantial experience in capital and strategic planning with proven skills in large-scale budgeting, forecasting and financial planning.

Since his move into developing business training courses for financial professionals in the areas of communications, financial planning and analysis, budgeting and forecasting, John has established a clientele including solo start-ups and multi-billion dollar conglomerates in an eclectic array of industries. Among his many projects, he was hired by the Association of Financial Professionals (AFP) as the instructor for the inaugural exam preparation course for the Certified FP&A Professional certification.

John holds a bachelor’s degree in accounting and has served as a member of the board of directors for several organizations.

LinkedIn Profile: https://www.linkedin.com/in/fpajohn/

To paraphrase the concept of Occam's razor, simpler explanations are generally better than more complex explanations. In a sense, the answer is in the...

May 29, 2018

By James Myers , Global Finance Executive and FInance Transformation Consultant

Dashboards have become a powerful tool for FP&A to share insight and gain respect.  In this article, the author shares his top 3 recommendations for improving the quality...

May 24, 2018

Linda A. MacDonald, Finance Manager at Quadrant Health Strategies, Inc.

Linda MacDonald received her MBA from Salem State University in 1996. Since then, she has worked in Finance in global companies and is revered as a highly motivated, enthusiastic, finance professional with strong analytical and business acumen. Over the years, Linda has honed her financial analysis, budgeting, forecasting, and reporting skillsets. What sets Linda apart is her exceptional leadership style, which is based on the merits of promoting teamwork, innovation, and encouraging others in the workplace. Linda strongly believes in continuous learning and development that creates a culture of empowering employees.

LinkedIn account: www.linkedin.com/in/lindamacdonald/

The FP&A professional’s part in leadership is vital and important to the decision-making process and direction of your business.  Make it your mission to...

March 13, 2018

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You,” and adjunct professor at U.C. Berkeley Extension​

RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

FP&A Tags:

Well-designed incentive compensation plans – especially sales commission plans – are an incredibly powerful way to motivate great performance. But designing a great plan is...

January 31, 2018

Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

You will be considered a great FP&A professional only if you can communicate clearly, effectively, and eloquently. The most basic of those choices is whether a use...

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