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Building World-Class FP&A Teams: Houston FP&A Board Notes

By Eric Moses, Mergers and Acquisitions Lead - Americas at Shell

March 19, 2023

The Houston FP&A Board met on March 14, 2023, at Downtown Greenstreet in central Houston to explore the topic of world-class FP&A teams and the critical elements to building them.

FP&A Trends Digest: Issue #84
March 18, 2023

In this digest, you will find practical tips and words of encouragement as you seek to find the right FP&A tools for you and your company, and with them, bring about the necessary change for long-term growth. I hope you find it useful.

Five Critical Roles for Building a World-Class FP&A Team
March 17, 2023

Global business has never experienced change at the scale and speed observed in recent years. FP&A teams need to be multi-skilled and multi-functional in this rapidly evolving environment. It allows them to develop new ‘playbooks’ to overcome challenging changes, taking on roles that are not typical for traditional management accounting.

Finance of the Future

By Christine Fromont, CFO at Hôpital de La Tour

March 16, 2023

Recent innovations have completely transformed internal finance operations and, as a result, are changing the nature of the finance function of the future and the role that it will play in the broader financial landscape to become the custodian of performance.

Embracing Modern Zero-Based Budgeting

By Michael J. Huthwaite, Director of Product Management at Walmart

March 14, 2023

In this article, Michael Huthwaite shares three steps to consider when implementing ZBB. Modern ZBB is not a slash-and-burn exercise. It is about applying the optimal cost structure to the right parts of the business in the right stages of maturity. It is about maintaining and growing revenue while cutting out areas with excess spending.

Digital FP&A in Practice: Dorrington Plc Case Study
March 14, 2023

In this video, Michael Jenkins, Finance Director at Dorrington Plc, shares his experience implementing Digital FP&A: connecting process and system, knowledge transfer, and team collaboration.

San Francisco FP&A Board Notes: 5 Crucial Team Roles
March 10, 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.

5 FP&A Team Roles: Notes from Seattle FP&A Board
March 10, 2023

27 senior finance professionals gathered in Seattle FP&A Board on 9 March 2023 to discuss the five crucial FP&A team roles and the most important principles of building the best-in-class finance teams.

Moving from FP&A to Extended Planning and Analysis (xP&A)
March 10, 2023

xP&A is more than moving the planning process outside of Finance. It completely transforms the organisation's process, people and technology. Join the face-to-face Brussels FP&A Board and discuss the evolution of financial planning and analysis (FP&A) to extended planning and analysis (xP&A). 

Trends Defining FP&A in 2023

By Darsh Khetan, Financial Planning Analyst at Citi

March 9, 2023

The first webinar by the FP&A Trends Group in 2023 was focused on identifying the top 7 trends shaping FP&A.

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Event Calendar

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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 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

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 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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