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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, 161 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

FP&A Board previous meetings

Displaying 1 - 5 of 20

The Power of Predictive Planning & Forecasting: Insights from the San Francisco FP&A Board Meeting

San Francisco FP&A Board #11 explored how senior finance leaders are advancing from traditional methods to Predictive Planning and Forecasting through AI, driver-based models

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March 20, 2025

San Francisco FP&A Board №11, March 2025
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Creating Your Map for Transformation with the FP&A Trends Maturity Model: Insights from San Francisco

The International FP&A Board members continue to explore the transformative potential of the FP&A Trends Maturity Model. The San Francisco chapter welcomed this series

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March 14, 2024

San-Francisco-FPA-Board-March-2023-1
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San Francisco FP&A Board: Unveiling the Power of FP&A Storytelling

On the 19th of October, senior FP&A practitioners from renowned companies, such as Autodesk, Allianz, Kaiser Permanente, Sony Play Station, Visa, Lyft, Airbnb

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October 19, 2023

San-Francisco-FPA-Board-October-2023-1
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San Francisco FP&A Board Notes: 5 Crucial Team Roles

On the 7th of March, San Francisco welcomed the International FP&A Board members first time this year. This event signified the start of

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March 7, 2023

San-Francisco-FPA-Board-March-2023-1
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Best Practices to Drive Transition to Extended Financial Planning & Analysis

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended

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October 19, 2022

San-Francisco-FP&A-Board-October-22-3
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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
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Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Five Critical Roles for Building a World-Class FP&A Team
 
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FP&A Business Partnering and AI: A New Era
 
All events for the year

Future Meetings

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Transforming FP&A Together: Human & AI Synergy

May 15, 2025

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

May 20, 2025

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board Five Critical Roles for Building a World-Class FP&A Team

May 22, 2025

BPAI
The FP&A Trends Webinar FP&A Business Partnering and AI: A New Era

May 28, 2025

The Face-to-Face London FP&A Board: Data Management & Analytics: Unlocking FP&A Value
The Face-to-Face London FP&A Board Mastering Data in FP&A: Smarter Analytics, Better Decisions

June 5, 2025

FP&A Trends Webinar The Evolving Role of FP&A: From Number Cruncher to Strategic Advisor
The FP&A Trends Webinar Making FP&A Teams Fit for the Future

June 11, 2025

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

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