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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?

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.
 

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. 

The London FP&A Circle: Latest Trends in FP&A
February 9, 2018

On 25th January 2018, the London FP&A Circle gathered for the fifth time to discuss what new challenges and trends are there in the FP&A field. In one room, 60 finance practitioners exchanged their expertise. They represented internationally acknowledged companies, such as Experian, Imperial Tobacco, Sony Pictures Television, Thomas Cook and many others.

Has Zero-Based Budgeting Been Given a Second Life?

By Daniele Tedesco, CEO at Apliqo and MD DACH Region at Cubewise

February 8, 2018

As the year slowly draws to a close, CFOs also start their annual haggling over costly budget items. Various challenges force companies to dismantle old, cost-inefficient structures. In looking for new budgeting options, a well-known but controversial method is moving back into the limelight: zero-based budgeting (ZBB).

San Francisco Board
February 8, 2018

The San Francisco FP&A Board was established on the 5th 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, HP, Amazon, Visa, Flex, Genentech, Siemens, Gensler, Kaiser Permanent, Hitachi, Uber, Adobe, SeatGeek, 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 Mobileum, Autodesk, Synaptics, Roche Pharmaceuticals, UCSF Medical Center, Gensler, and others presented their insights and case studies.
 

The Launch of the FP&A Board in San Francisco on the 5th April 2018
February 8, 2018

The International FP&A Board will open its 16th global chapter in San Francisco on 5 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 SF FP&A Board. 

San Francisco Board, 16 Oct 2025
February 8, 2018

San Francisco FP&A Board Registration Form - 16 October 2025

  • Participation in the FP&A board's events is strictly by-invitation-only, with 25-30 attendees per meeting
  • It is exclusive to practitioners at the CFO, FD, and Head of Finance levels

Please fill in the registration form below:

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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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