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The Face-to-Face Washington D.C. FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
October 27, 2022
FP&A Tags
FP&A Board Meetings Insights

The Washington D.C. FP&A Board on the 27th of October gathered 19 senior finance practitioners. Guilherme Saraiva, Senior Director FP&A at Warner Bros. Discovery, and Dai Shi, Chief Financial Officer at MissionSquare Retirement, were the facilitators at the event.

The participants were representatives of well-known companies such as Freddie Mac, WTW, GSK, BSI Group, Fannie Mae, DC Government, etc. The discussion was around such a hot topic as Extended Planning and Analysis. 

Agenda

•    Extended Planning & Analysis (xP&A): key concepts and definitions

•    Key success factors of Integrated FP&A

•    How to implement it? Integrated FP&A: Six Success Factors

•    How Exactly? FP&A Board Maturity Model: your transformation tool

•    Small Groups work

•    Conclusions and Recommendations


Our Sponsors and Partners

We are grateful to our sponsor SAP and partners IWG and Robert Half & Protiviti for their great support for this event.

 

Washington-FPA-Board-October-22-1​

Figure 1: Group Work During the FP&A Board Meeting in Washington D.C. (October 2022) 

 
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