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How to Build Corporate Performance Management Workflow

By Michael Coveney, Analytics Thought Leader and Author

July 26, 2016

Workflow is critical to a CPM application in the same way that it is critical to ERP. It is through workflow that users are directed and their attention focused onto their roles and responsibilities through the different performance management processes. The activities involved tend to be classified into the management processes.

Seven Key Dimensions of CPM Business Model

By Michael Coveney, Analytics Thought Leader and Author

July 26, 2016

The central CPM business model requires multi-dimensional technology. The CPM business model will typically consist of the 7 dimensions.

FP&A: the Evolution of Driver-Based Planning

By Larysa Melnychuk, CEO and Founder at FP&A Trends Group and International FP&A Board

July 25, 2016

Driver-based planning (DBP) is an essential part of the financial planning and analysis (FP&A) armoury, enabling organisations – ranging from the smallest non-profit to a multinational – to become quicker, more dynamic and agile in their planning and in responding to internal and external changes in the business environment. 

Responding to Criticism of FP&A

By Karl Kern, Accountant / Lecturer / Writer

July 21, 2016

Criticism is defined as “the expression of disapproval of something based on perceived mistakes.”  FP&A is a learning process that creates insight into what organizations are doing and where they are going. Processes are not perfect; mistakes are likely to occur.  As a result, FP&A practitioners need to recognize that their work is subject to criticism.

Dubai FP&A Board, 13 Feb 2025
July 16, 2016

Dubai FP&A Board Registration Form - 13 February 2025

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

Please fill in the registration form below:

Amsterdam FP&A Board, 15 May 2025
July 16, 2016

Amsterdam FP&A Board Registration Form - 15 May 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:

Stockholm FP&A Board, 18 Sep 2025
July 16, 2016

Stockholm FP&A Board Registration Form - 18 September 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 who are in active employment

Please fill in the registration form below:

Zurich FP&A Board, 28 Jan 2025
July 16, 2016

Zurich FP&A Board Registration Form - 28 January 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:

Puzzles, Mysteries, and Big Data

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

July 12, 2016

Last week I led a workshop on management reporting at the IMA Northern Lights Council’s annual seminar in Minneapolis. While there, I had the opportunity to sit in on several excellent presentations.

Black Swans, Big Data, Our Intuition, and the "Birthday Paradox"

By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

 
July 12, 2016

At a dinner party last night, one of the guests posed a question: Imagine a roomful of people chosen at random. How many people need to be in the room for there to be at least a 50% probability that at least two of the people have the same birthday?

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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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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

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

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