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/ML 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
Integrated FP&A in New York
March 28, 2019

By Ankur Kamkhalia, Director Planning, Analysis and Business Finance at Prudential Financial

FP&A Tags
FP&A Board Meetings Insights

On March 28th 2019, the New York FP&A Board hosted its 5th meeting at the Michael Page offices in midtown Manhattan. Over 34 high profile finance professionals attended the event sponsored by SAP and Michael Page where the topic of discussion was Integrated FP&A.

Integrated FP&A

Larysa Melnychuk, MD and Founder of International FP&A Board and FP&A Trends Group, opened the meeting by describing Integrated FP&A as an approach that helps reduce the time to make decisions to zero. 

The integrated FP&A approach includes engaging the strategic planning, business planning and forecasting and operational planning and forecasting as a single, continuous process. In its leading stages, integrated planning process manifests itself as analytical driver matrixes, integrated driver-based planning models and systems connected with Business Intelligence, real-time collaborative planning, easy multidimensional scenario analysis and advanced analytics.

Connection between Operating Planning and FP&A

Alessandro Cardito, Global Consumer Beauty FP&A Director at Coty, presented a case study on how strengthening the connection between Operating Planning and FP&A strengthened the business at his organization. Alessandro pointed out that interventions such as restructuring of executive Sales and operating planning (S&OP) agenda, reinforcement of S&OP cycle and driving clarity over demand plan, financial forecast and gap closing plans submissions.

Group Discussions

Finally, the attendees broke up into 4 groups to discuss key aspects of integrated FP&A. 
 

  • The first group discussed key steps in the implementation of Integrated FP&A and noted that defining scope and current state as well as getting the buy in from key stakeholders was key Integrated FP&A implementation. Additionally, having the technology to enable, utilizing a steering committee as well as educating the stakeholder were also crucial.
  • The second group discussed the cultural and people aspects of Integrated FP&A. This group concluded that accountability with data transparency including allocation of expenses is key. Additionally, realizing that all stakeholders must have similar or related KPI is necessary to fostering an enabling culture.

  • The third group discussed systems and analytics aspects of Integrated FP&A and concluded that predictive assistance, flexibility and adoption of mobile technology (ipad / mobile devices) as well as using Robotic Process Automation (RPA) to improve data quality can go a long way in supporting Integrated FP&A.
  • The fourth group discussed process aspects of Integrated FP&A and noted that clear roles and responsibilities, a shared vision and feedback loops to improve decisions making process enable Integrated FP&A from a process perspective. 

 Last part of the meeting was dedicated to networking. Everyone appreciated the catering provided by Michael Page and SAP and informal talks continued even after the event was officially over. 
 
Attendees are looking forward to meeting again in September 2019 in NYC when we will be discussing Zero Based Budgeting. We will keep in touch in the meantime to define new key topics of interest for the group.

+

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
  • June 2025
  • Next
Su Mo Tu We Th Fr Sa
1
2
3
4
5
6
7
The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
8
9
10
11
12
13
14
Making FP&A Teams Fit for the Future
 
15
16
17
18
19
20
21
From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
22
23
24
25
26
27
28
Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
29
30
1
2
3
4
5
 
 
 
 
 
All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

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

June 26, 2025

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

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

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

AI/ML FP&A
AI/ML FP&A
Data and Analytics
Data & Analytics
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

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

info@fpa-trends.com​

              

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