Figure 1: San Francisco FP&A Board Members, March 2023
On the 7th of March, San Francisco welcomed the International FP&A Board members first time this year. This event signified the start of North American FP&A Board meetings scheduled for 2023.
We have launched a new series of discussions dedicated to building the best-in-class FP&A teams in European chapters, and now several cities in the USA are taking the baton.
"Mission and Third" location in the city centre welcomed 38 senior finance professionals from leading organisations, such as Amazon, Flex, Genentech, Gensler, Kaiser Permanente, Yelp and many others.
Larysa Melnychuk facilitated the discussion. The meeting agenda included deep-diving into the crucial FP&A team roles outlined below and the growing importance of skills for FP&A professionals:
- FP&A Architect
- FP&A Analyst
- FP&A Data Scientist
- FP&A Influencer
- FP&A Storyteller
Except for these five roles, the International FP&A Board touched upon the emergence of two other roles – FP&A Interpreter and FP&A Connector. Their functions are outlined in the picture below.
Figure 2: Two emerging FP&A Roles
After the initial speech delivered by Larysa, the audience heard Glenn Snyder's, VP FP&A at Mobileum, insights on the subject.
Figure 3: Glenn Snyder shares his insights at the San Francisco FP&A Board, March 2023
Then the forum worked in small groups and had a chance to discuss the three areas for effective FP&A Teams, namely:
- Leadership
- Functional Skills
- Business Partnering
Figure 4: Group Work at the San Francisco FP&A Board, March 2023
The meeting concluded with a cheerful and lively networking session, where the attendees could discuss the latest trends and developments in FP&A.
We are grateful to SAP for sponsoring this event. We would like to thank DeWinter Group and IWG for their tremendous support and help with the organisation of this event.
