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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.

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Transforming FP&A Together: Human & AI Synergy
 
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FP&A Business Partnering and AI: A New Era
 
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Future Meetings

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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

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

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June 11, 2025

The Face-to-Face New York FP&A Board
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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

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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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