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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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All events for the year

Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

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