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Data-Driven FP&A: the Tip of the Iceberg

By Irina Steenbeek, Founder of 'Data Crossroads'

February 19, 2018

As an FP&A professional, you deal with data. Your data travels a long way from its source through applications to your reporting system.The data you deal with is the tip of the iceberg. The major part of data processing is the part that is hidden beneath the water. This article describes the four key actions that can help FP&A to become data-driven.

Chicago FP&A Board, 12 Mar 2026
February 16, 2018
Chicago FP&A Board Registration Form - 12 March 2026Participation in the FP&A board's events is strictly by-invitation-only, with 25-30 attendees per meetingIt is exclusive to practitioners at the CFO, FD, and Head of Finance levels

Please fill in the registration form below:

The Launch of FP&A Board in Chicago on the 12th April 2018
February 16, 2018

The International FP&A Board will open its 18th global chapter in Chicago on 12 April 2018. The first professional debate will be devoted to the global trends in modern Financial Planning and Analytics (FP&A). 

The Board was established in London, UK in 2013 and now successfully operates in 11 countries of Europe, the Middle East, Asia, Australia and the USA. This is a leading professional think-tank that gathers expertise of many senior finance practitioners. Its mission is to identify and support new global trends, skill sets and thought leadership in modern corporate financial planning and analysis (FP&A).

Chicago Board
February 16, 2018

The Chicago FP&A Board was established on the 12th of April 2018 as an educational and networking platform for the local FP&A community.

Since then, a diverse group of members, representing leading global and local companies such as Genpact, Walgreens, Royal Canin, HUB International, FIS, NielsenIQ, Morningstar, Storck, Visa, Microsoft, Mars, and many others, joined this think-tank. Together, we explore the best way to address the challenges in the FP&A community in the 21st century. During the meetings, we guide the development and promotion of best practices in global FP&A, identify and support new trends, skillsets, and innovations.

The speakers from Arthur J.Gallagher & Co., Cars.com, Beam Suntory, and others presented their insights and case studies.
 

Applied Corporate Financial Modeling

By Rob Trippe, MBA, Financial Modelling Veteran

Rob Trippe is a financial modelling veteran. With over fifteen years’ experience, Rob has developed corporate finance models for valuation, M&A, forecasting and performance monitoring. He is widely respected for his deep understanding of corporate finance theory, lectures at university and has worked with some of the world’s largest and most respected firms including the investment bank Houlihan Lokey, Hertz and GE Capital. He also was the managing director and operator of a coveted professional sports franchise at a young age. Rob was accredited in valuation in 2008 and holds an MBA, Finance from Boston College.

Publishing Accomplishments

  • Rob’s research while at the investment bank Houlihan Lokey Howard & Zukin was published in the Wall Street Journal and USA Today.
  • Rob’s cash flow model (his design) while at the Hertz Corp. was published in SEC and quarterly press release filings.
  • Rob has contributed to FP&A-Trends on numerous occasions.
  • Authored a state university finance exam.
  • Currently working on a commissioned case study for a major academic publishing house.
February 16, 2018

During the recent years, the level of detail and precision which financial modeling in the business world has pursued has been elevated. Learning Excel, a widely used and accepted computer application is one essential skill required of a strong financial modeler. But these days, the business world requires more. This article addresses those needs.

Corporate FP&A Done Right

By Carl Seidman, Principal at Seidman Financial

February 15, 2018

When companies put greater weight on what the numbers mean, they often rely more heavily on financial reporting and perceive FP&A as a ‘nice to have’. But it’s quite the contrary.  FP&A should be used to assist company leadership in problem-solving, risk management, and growth planning. But what is Corporate FP&A Done Right?

Dubai Board Feedback, 5 February 2026
February 13, 2018
Dubai FP&A Board Feedback Form - 5 February 2026

We are continually working to improve the quality of the FP&A Board meetings and would appreciate your feedback.

Please answer the questions below:

Seattle Board
February 9, 2018

The Seattle FP&A Board was established on the 10th of April 2018 as an educational and networking platform for the local FP&A community.

Since then, a diverse group of members, representing leading global and local companies such as Google, Microsoft, Amazon, The Boeing Company, T-Mobile, Cushman & Wakefield, Adobe, LinkedIn, Siemens, Visa, Vmware, and many others joined this think-tank. Together, we explore the best way to address the challenges in the FP&A community in the 21st century. During the meetings, we guide the development and promotion of best practices in global FP&A, identify and support new trends, skillsets and innovations.

The speakers from Wicresoft and T-Mobile presented their insights and case studies.
 

Seattle FP&A Board, 19 Mar 2026
February 9, 2018
Seattle FP&A Board Registration Form - 19 March 2026Participation in the FP&A board's events is strictly by-invitation-only, with 25-30 attendees per meetingIt is exclusive to practitioners at the CFO, FD, and Head of Finance levels

Please fill in the registration form below:

The Launch of FP&A Board in Seattle on the 10th April 2018
February 9, 2018

The International FP&A Board will open its 17th global chapter in Seattle on 10 April 2018. The first professional debate will be devoted to the global trends in modern Financial Planning and Analytics (FP&A). 

The Board was established in London, UK in 2013 and now successfully operates in 11 countries of Europe, the Middle East, Asia, Australia and the USA. This is a leading professional think-tank that gathers expertise of many senior finance practitioners. Its mission is to identify and support new global trends, skill sets and thought leadership in modern corporate financial planning and analysis (FP&A).

The FP&A Board meetings are exclusive to senior finance practitioners in active employment (CFO, FD and Head of Finance level) at large local and international organisations. They are complimentary, vendor-agnostic and by invitation only.

At this stage, we are inviting only 25 members to join the Seattle FP&A Board. 

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Future Meetings

  • Digital
  • In person
New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
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