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.