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The Products of Financial Planning

By Karl Kern, Accountant / Lecturer / Writer

Karl Kern has a BBA degree in Accounting from Temple University, and an MBA degree with a concentration in Finance from Babson College. After graduating from Temple University Karl started a career where he has established a reputation as a problem solver. Karl’s reputation as a problem solver is based on his ability to create as well as implement initiatives that have helped organizations increase revenues, decrease expenses, and improve cash flows.

Karl’s ability to create as well as implement initiatives is due to being a well-read individual with exceptional organizational skills and passion. It is Karl’s passion that guides him to improve the lives of not only himself but also those around him.

LinkedIn account: https://www.linkedin.com/in/karlhkern/

October 23, 2018

Financial Planning is seen as a service however seeing Financial Planning as such limits its value-added capabilities. Financial Planning creates products that help people maximize wealth. There are two products created from Financial Planning for this task.

FP&A Analytical Transformation – Event Highlights

By Joanna Naymark, Head of R&D Finance at Theravance Biopharma

October 22, 2018

Last month I attended the FP&A Board event in San Francisco focused on the latest advances in financial analytics. The event was well attended and composed of a main presentation punctuated by thoughtful audience discussions, group polls and comparisons to global statistics, a case study presentation, and small group break-away sessions.

Successful FP&A Business Partnering in 4 Steps

By Paul Brand, Head of FP&A at ADP UK

Paul is a Fellow with the Association of Chartered Certified Accountants (FCCA) with over 10 years’ experience working in global, multinational, publicly listed companies. While working for household names across industries including Energy and Human Capital Management, Paul has honed and developed his skill set across the full FP&A range; focusing on best in class delivery of budgeting, forecasting, reporting, controlling, strategy, business partnering and decision support.

Paul has a passion for building strong relationships at all levels around the business and with his team. He combines this with a fierce determination to promote a positive brand for finance that is outside the traditional stereotypes of accountants. His leadership vision is for FP&A to empower the organisation and its employees to achieve their business ambitions, whatever they may be.

LinkedIn Profile: https://www.linkedin.com/in/paul-brand-b519646/

October 18, 2018

It can be one of the greatest intangibles in the FP&A world – how do you succeed as a business partner?

4 Steps to Becoming a More Valued FP&A Professional

By Andrew Codd, Founder and Lead Producer The Strength In The Numbers Show

The author Andrew Codd is the producer of the Strength in the Numbers Podcast which interviews real finance practitioners to break down their hard-won lessons and deconstruct their practical methods that work on the job and which you won't typically find in textbooks or exams so that we create more influential finance professionals worldwide who solve meaningful problems for their organisations and in return have fun, rewarding and successful careers in finance.

Andrew Codd's LinkedIn account: https://www.linkedin.com/in/andrewcodd/

October 17, 2018

Within any organisation you’ll find some groups of people who are the most well-known and highly valued. Given there are many functions, groups, roles & people within our organisations today how can FP&A become, and be seen to be more valued?

What is Brexometer?

By David West, Head of New Business Development at AcoBloom International®

October 16, 2018

The biggest business issue in the UK is Brexit - and has been since the people’s vote in June 2016. But how can FP&A/finance practitioners get to grips with this massive topic?

Hong Kong FP&A Board: Latest Trends in FP&A
October 15, 2018

The International FP&A Board opened a chapter in Hong Kong, China on the 30th of August. It was traditionally devoted to the subject of Latest Trends in FP&A. 

Geneva FP&A Board – Meeting Overview

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

October 12, 2018

The eight session of Geneva FP&A Board was dedicated to building an FP&A team. Group of 34 high profile finance professionals was welcomed in the cosy premises of SPACES.

The Ancient Art of Storytelling (for FP&A People)

By Andrew Jepson, Founder and CEO at theFBPteam.com

October 5, 2018

Finance staff should find Logos the easiest dimension to work with. As opposed to sales who may use only a small part of the whole facts to support their story.

A Vision for FP&A in Five Words and Five Tools

By Joe Krekelberg, Finance Leader and Strategic Partner

October 4, 2018

Like many of you, I have spent significant time thinking about 1) What does FP&A do and 2) What should FP&A do?  My team and I landed on this very “packed” vision statement for our finance business partnering group.

Do Finance Professionals Need to Move Outside of Finance to Progress Their Career?

By Stuart Eadie, Commercial Finance Manager, Enterprise at Vodafone

October 3, 2018

Does a career purely in finance hinder your ability to be a senior finance leader? Making sideways movements such as becoming a project manager which still has a massive link back into finance, or moving to a strategy department which requires an understanding of the financial implications of company’s strategy can be beneficial.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Mastering Data in FP&A: Smarter Analytics, Better Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

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

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Face-to-Face Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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