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David West

David West is a qualified management consultant with decades of global business experience in the vendor community. Five years in the FP&A solutions space provided strategic and practical experience, where he worked on advanced client implementations across sectors. He has moderated and spoken about finance, people and technology at events and conferences.

David Moreira

David has more than 15 years of experience in operating and scaling global high-growth technology companies. His business industry experience spans SaaS, e-commerce, subscription models, omnichannel, and FMCG.

Bryan Lapidus

Bryan is the FP&A staff subject matter expert at the Association for Financial Professionals, a global not-for-profit focused on the success of the finance professional. AFP produces leading content through its conferences, certification, research guides, training, and networking.

Bryan creates and curates content to keep members current on developing topics and keep an eye on the future of the profession. He also manages the FP&A Advisory Council, which acts as a voice to align AFP with the needs of the profession.

Bernard Drui

Bernard is Managing Director at Protiviti, the global consulting branch of Robert Half.

He has 25 years of experience in large and international transformation programs. He has worked in industries such as life sciences, retail, construction, energy & utilities, building materials, etc.

Bernard conducted numerous projects in finance & accounting areas and integrated financial management systems. Now, he is helping clients conduct the digital transformation of their finance functions globally.

Bartosz Obojski

Globally mobile, business-oriented finance professional with an eye for spotting inefficiencies and growth opportunities. Significant track record in Stock-Exchange-listed Global Multinational Corporations. Several successful international assignments in Global and Regional Headquarters and Local Country Organisations. Extensive experience in: 

Andreas Simon

Andreas Simon is Director Business Development MENA at msg Rethink Compliance. He has over 25 years of international business development, sales and technical experience, helping companies with digitalisation and automation. For the several past years, he has held the position of Sales Director, EMEA at Jedox. Andreas is an expert in Enterprise Performance Management (EPM) and other technology areas and is based in Dubai. Before joining Jedox, Andreas held executive positions in companies including Infor, TONBELLER AG, Systems Union, and MIS AG.

Ana-Maria Mortasipu

Highly experienced finance professional with 17+ years of expertise and a history of successfully led projects contributing to the enhancement of corporate performance through skilled alignment of financial processes, systems and controls with the company goals.

Passionate about digital finance transformations by leveraging Cloud technologies, predictive analytics use and embedding them into rolling forecasts as a way of driving a more agile Finance function and better and faster performance management processes;

Manasi Ramanna

Finance leader with a twenty-year track record growing profitable VC and PE-backed companies in the US and Europe. Manasi is reputed for her ability to develop prioritised and executable strategic plans, drawing upon her operational background. Additionally, she has a proven record of building lean, high-performing finance and operations teams and ensuring successful execution.

Some highlights of her professional journey include:

Mitan Patel

Mitan Patel is a CIMA-qualified accountant who now practises as a solution consultant/engineer in the SAAS technology space.

Mehdi Djemame

With over ten years of expertise in Enterprise Performance Management (EPM) and Business Intelligence (BI), Mehdi has excelled as a consultant, practice manager, and solutions architect, focusing on software implementations for FP&A departments. His career is distinguished by a steadfast dedication to enhancing Financial Planning and Analysis through innovative technological solutions. In the past three years, Mehdi has broadened his scope as a presales consultant, venturing into the dynamic field of advanced technologies, notably AI.

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Event Calendar

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AI Transformation in FP&A and Analytics
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
FP&A Storytelling: Craft Stories That Influence and Impact
 
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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

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

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

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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