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New York Board: Driver-Based Planning for FP&A
June 14, 2018

New York Board: Driver-Based Planning for FP&A

The New York FP&A Board met on 14 June 2018 for the fourth time in the beautiful Michael Page office in Midtown Manhattan to debate on the popular subject of the Driver-Based Planning (DBP). The Board looked at the evolution of DBP, successful case studies and deep dived into the DBP Maturity Model. Saurabh Jain, VP Business Performance Controlling at Siemens Healthcare, shared his insights on implementing DBB.

Meeting Agenda

  • Evolution of Driver-Based Planning (DBP).
  • Driver-Based approach as a basis for predictive analytics, effective Rolling Forecast and Scenario Planning
  • A mini-case study from the field. "Driver-Based Budgeting: Navigating across the Complex Organization". Presentation by Saurabh Jain, VP Business Performance Controlling at Siemens Healthcare
  • Evolution of Driver-Based Planning: DBP Maturity Model. Group work
  • Conclusions and recommendations

24 senior finance professionals from leading organisations exchanged their knowledge and expertise. They represented:

  • Bayer U.S. LLC
  • Bank of America
  • Colgate Palmolive
  • First Data Corporation
  • ITT Inc.
  • Xylem Inc.
  • and many others.

DBP is one of the most important concepts in the FP&A world at present.

This is the bases for many essential FP&A concepts and methods such as:

  • Rolling Forecast
  • Scenario Planning
  • Integrated Planning
  • Predictive Analytics
  • Improved corporate vision
  • etc. 

The process of identifying the drivers and constructing the model involves a lot of data science knowledge, passion, and creativity. It is amazing to observe how some pioneering organizations already started to use the AI/ML tools for forecasting and planning.

In the FP&A world, we are still just at the beginning of this journey.  However, the trend of using the oceans of external and internal data for defining the Key Drivers and developing the DBP is here to stay.

For sure, we will see a lot of projects in this area in the next 2-3 year.

Our Sponsors

We are very grateful to all the participants for their passion and to our global partners Michael Page and CCH Tagetik for their great support!

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Transforming FP&A Together: Human & AI Synergy
 
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Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Five Critical Roles for Building a World-Class FP&A Team
 
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FP&A Business Partnering and AI: A New Era
 
All events for the year

Future Meetings

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Transforming FP&A Together: Human & AI Synergy

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

May 22, 2025

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

May 28, 2025

The Face-to-Face London FP&A Board: Data Management & Analytics: Unlocking FP&A Value
The Face-to-Face London FP&A Board Mastering Data in FP&A: Smarter Analytics, Better Decisions

June 5, 2025

FP&A Trends Webinar The Evolving Role of FP&A: From Number Cruncher to Strategic Advisor
The FP&A Trends Webinar Making FP&A Teams Fit for the Future

June 11, 2025

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 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

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