The 9^th Boston FP&A Board gathered on 21 March 2023 at Spaces State Street. Senior finance practitioners have discussed the five crucial FP&A Team Roles this time.

In this video, Robert Ycmat, Chief Financial Officer (CFO) at Revere Health, shares the FP&A workflow model applied at Revere Health from the strategy formulation stage to the execution stage. 

The human side of Change Management is often neglected. However, fast-paced environments still require leaders and their employees to adapt to this. In this article, Kristina Bow, Senior Director of FP&A at Landmark Health, outlines three fundamental leadership principles to ensure that Change Management goes as planned.

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.

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.

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.

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.

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.

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.

On the 7^th 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.