Skip to main content
Home
The Online Resource for Modern FP&A Professionals
Please register to receive the latest FP&A news, updates and tips Login

Main menu

  • Home
  • FP&A Insights
    • FP&A Trends Digest
    • FP&A Trends Research
    • FP&A Trends Insight Paper
    • FP&A Trends Survey
    • Short Videos
    • Our Contributors
  • FP&A Events
    • International FP&A Board
    • FP&A Trends Webinars
    • Digital FP&A Circles
  • AI FP&A Committee
    • Introduction
    • Members
    • Resources
    • Meetings
  • FP&A Tools
    • FP&A Trends Maturity Model
  • About Us
    • Company Policy
    • Privacy Policy
    • Editorial Guidelines
    • Our Ambassadors
    • Our Sponsors & Partners
    • Contact Us
image banner
Five Critical Roles for Building a World-Class FP&A Team
March 21, 2023
FP&A Tags
FP&A Board Meetings Insights

Boston-FPA-Board-March-2023-1​

Figure 1: The FP&A Board in Boston (March 2023)

The 9th Boston FP&A Board gathered on 21 March 2023 at Spaces State Street. Senior finance practitioners have discussed the five crucial FP&A Team Roles this time. Larysa Melnychuk, the founder and CEO of FP&A Trends Group, chaired the discussion and moderated the forum.

The think tank gathered 30 professionals from leading companies, including Amazon, Novartis, Dover, General Electric, Schneider Electric, Moderna, MBTA, LEGO, PTC, Curriculum Associates, Keolis Commuter Services, and many others.

After introducing themselves, the participants deep-dived into the discussion centered around the most critical FP&A Roles, such as Architect, Data Scientist, Analyst, Storyteller, and Influencer. The attendees also talked about the most crucial skills for building world-class FP&A teams. Later the participants discussed the importance of two emerging roles - FP&A Connector and FP&A Interpreter.

Boston-FPA-Board-March-2023-2​

Figure 2: Joel Chrisco shares his insights during the Boston FP&A Board in March 2023

Joel Chrisco, Director of Financial Planning and Analysis - Programs at the International Rescue Committee, shared an excellent presentation on his organization's case study: Leading FP&A in a volatile and rapidly changing industry.

Boston-FPA-Board-March-2023-3​

Figure 3: The Participants of the 9th Boston FP&A Board Enjoyed Group Work

We are grateful to Jedox for sponsoring this event, IWG for hosting it in their beautiful location and their support with the event organization, and CFGI for their tremendous help with the organization.

Related articles

Boston-FPA-Board-October-2022-1
Moving from FP&A to Extended Planning and Analysis (xP&A)​
November 10, 2022

The eighth face-to-face FP&A Board in Boston in October 2022 explored Extended Planning and Analysis (xP&A)...

Read more
Boston June
Reinventing FP&A: Key Lessons Learned from the Pandemic
September 5, 2022

The Face-to-Face Boston FP&A Board was held on June 21 to discuss the key lessons learned...

Read more
fp&a
The Era of Digitised FP&A Business Partnering
September 28, 2021

In the current highly uncertain business environment, an FP&A business partner needs to be equipped with...

Read more
trends
Top 10 Trends Shaping the Future of FP&A
January 26, 2021

The Digital North American FP&A Board identified the top 10 trends shaping FP&A in 2021 and...

Read more
+

Subscribe to
FP&A Trends Digest

We will regularly update you on the latest trends and developments in FP&A. Take the opportunity to have articles written by finance thought leaders delivered directly to your inbox; watch compelling webinars; connect with like-minded professionals; and become a part of our global community.

Create new account

Event Calendar

Pagination

  • Previous
  • September 2025
  • Next
Su Mo Tu We Th Fr Sa
31
1
2
3
4
5
6
 
7
8
9
10
11
12
13
AI Transformation in FP&A and Analytics
 
14
15
16
17
18
19
20
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
21
22
23
24
25
26
27
Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
FP&A Storytelling: Craft Stories That Influence and Impact
 
28
29
30
1
2
3
4
 
 
 
 
All events for the year

Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

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

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

AI-FPA
AI in FP&A
Data and Analytics
Data & Analytics
esg
ESG in FP&A
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
Process
Technology
Technology

Homepage – Acme Corp

Please register to receive the latest FP&A news, updates and tips.

info@fpa-trends.com​

Visit our LinkedIn page       Visit our Twitter profile       Watch our YouTube channel

Foot menu

  • FP&A Insights
  • FP&A Board
  • FP&A Videos

Footer countries

  • Amsterdam
  • Austin
  • Boston
  • Brisbane
  • Brussels
  • Chicago
  • Copenhagen
  • Dubai
  • Frankfurt
  • Geneva
  • Helsinki
  • Hong Kong
  • Houston
  • Kuala Lumpur
  • London Board
  • London (Circle)
  • Melbourne
  • Miami
  • Milan
  • Munich
  • New York
  • Paris
  • Perth
  • Riyadh
  • San Francisco
  • Seattle
  • Shanghai
  • Singapore
  • Stockholm
  • Sydney
  • Tokyo
  • Toronto
  • Washington D.C.
  • Zurich

Copyright © 2025 fpa-trends.com. All rights reserved.

0