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Moving from FP&A to Extended Planning and Analysis (xP&A)​
October 6, 2022

The eighth face-to-face FP&A Board in Boston was held on October 6. The main subject of the discussion was Extended Planning and Analysis (xP&A): why moving to xP&A is crucial, what xP&A is, how to implement it and with what methods.

Agenda

  1. Extended Planning & Analysis (xP&A): key concepts and definitions​
  2. Key success factors of Integrated FP&A​
  3. Integrated FP&A Model - Collaborative FP&A Process​
  4. Key steps to implement xP&A​
  5. Small groups work​
  6. Conclusions and recommendations

We had strong representation from leading organizations at the meetings, such as 

  • Amazon
  • Berkshire Bank
  • Biogen
  • Dover Corporation
  • IPG Photonics 
  • MBTA
  • Schneider Electric
  • Takeda Pharmaceuticals
  • Teknor Apex Company

Boston-FPA-Board-October-2022-1​

Figure 1: Group Work During the FP&A Board Meeting in Boston (October 2022)

Our Sponsors

We are very grateful to our global sponsors and partners, SAP, Robert Half / Protiviti and IWG, for their tremendous support.

 

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