In the age of AI, FP&A transformation depends not only on the technology, but on whether people are ready to trust it, use it, and work differently.
FP&A Trends research shows that 62% of AI adoption barriers are human, driven by skills gaps, resistance to change, and unclear accountability. This makes change management a core business discipline, not a supporting workstream.
Join the face-to-face San Francisco FP&A Board on 15 October to explore how change management must evolve in the AI era and how FP&A leaders can close the gap between implementation and adoption.
Global Reach. Tangible Impact.
Since its founding in London in 2013, the International FP&A Board has grown into a trusted global network of senior finance professionals. Across hundreds of discussions, we have co-created:
- 8 FP&A Trends Maturity Models – practical frameworks to guide transformation
- 35+ research and insight papers – based on real-world cases and peer input
- A unique platform for sharing innovations and challenges in modern FP&A
We are proud to say: we do not just track the trends in FP&A — we help shape them. And we do this through open, practitioner-led discussions with senior finance leaders around the world.
This invitation-only event is designed for senior finance professionals in active leadership roles, including CFOs, Finance Directors (FDs), VPs of Finance, and Heads of Finance. Participants typically represent organisations with revenues of £0.5 billion or more. The session is vendor-agnostic, free, and limited to 30 participants to ensure focused, high-value discussion.
Leading FP&A Change in the AI Era
6:00 pm - 6:30 pm Registration, networking, light food and refreshments
6:30 pm - 9:00 pm Discussion
9:00 pm - 10:00 pm Drinks and Networking
The Adoption Gap: Why People Make or Break Transformation
- The FP&A Change Leadership Framework
- Strategic Change Management in Practice
- Practical Insights shared by Gaby Makstman, Director of FP&A at SquareTrade, San Francisco FP&A Board Member
- Practical Insights shared by Abhishek Chandna, Director, Finance Data Strategy at Visa, San Francisco FP&A Board Member
- AI-Driven Change in Practice
- From Change Intent to Adoption
- Conclusion & Recommendations
Spaces Menlo Park
101 Jefferson Drive, 1st Floor,
Menlo Park, California 94025
Free parking is available on-site.
Discussion Facilitator:
Larysa Melnychuk, MD of FP&A Trends Group and Founder of the International FP&A Board.
Participation in all FP&A Board meetings is complimentary and exclusive to finance practitioners at the CFO, FD, VP, and Head of Finance level who are in active employment at large, local and international organisations. We cannot confirm the registrations made by vendors, salespeople or consultants. Participation is subject to the FP&A Trends Group Terms and Conditions and Privacy Policy.
The capacity for the meeting has been reached, and any subsequent registrations will be placed on a waiting list. Upon cancellations, registrants on the waiting list will receive prompt notification.
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