In November 2022, the 12th FP&A Board in Zurich continued our global debate on xP&A: why moving to xP&A is crucial, what xP&A is, how to implement it, and with what methods.
More than 30 senior finance professionals, representing such companies as Hitachi Energy, Siemens, Barry Callebaut, ABB, Lonza, Novartis, Ecolab, Sonova, Takeda, Mondelez International, Astellas, Swissport and many others, took part in this dynamic discussion.
We are grateful to Wolters Kluwer / CCH Tagetik for sponsoring the event, and to Page Executive/ Michael Page and for hosting and supporting Zurich FP&A Board.
Agenda
- Extended Planning & Analysis (xP&A): key concepts and definitions
- Key success factors of Integrated FP&A
- Integrated FP&A Model - Collaborative FP&A Process
- Key steps to implement xP&A
- Small groups work
- Conclusions and recommendations
Michael Nudelmann, Director Controlling / Head of Corporate FP&A at SWAROVSKI shared his company case study on "Keynote on xP&A at SWAROVSKI".
Many thanks to Stefan Spiegel, CFO at Swiss Railway Freight Logistics (SBB Cargo AG), for professionally facilitating the discussion.
Figure 1: Networking During the FP&A Board Meeting in Zurich (November 2022)
