At the FP&A Trends on December 7th Natalie Harden, Chuy’s VP of Finance & Investor relations, shared her formula of success of analytical transformation from A to Z in their journey. 

Watch this video from Garrett Dennie to learn how process and integration can pay valuable dividends.

So, where is your business on the scale?

This question was at the core of the recent FP&A Trends Webinar "FP&A Integration: The Winning Formula of Harmonizing Top-Down and Bottom-Up Planning Processes."

This digest provides a wide view of how flexible systems, AI/ML and Robotic Process Automation (RPA) will help you win valuable time and create a more mature organisation. We hope this issue will help you find a direction for your transformation journey.

The Seattle FP&A Board met on May 24th, 2022, to debate what FP&A learned from the Pandemic.

Watch this video to learn a Case Study from Sandoz about the Analytical Transformation of FP&A using AI/ML and RPA.

The topic of discussion at the International FP&A Board in San Francisco on the 19th of October, 2022, was ‘Moving from FP&A to Extended Planning and Analysis (xP&A)’. Although the concept is not new, it has not been an easy journey for most organisations.

Zurich FP&A Board will gather in February 2023 to discuss trends in FP&A skills and capabilities.

The event is proudly sponsored by Wolters Kluwer and CCH® Tagetik:

Research for this paper focused on delving deeper into the most mature level – Level 5, Leading State. The purpose was to provide a road map for FP&A Intelligent Transformation that guides departments in how best they can serve their organisations.