The Digital North American FP&A Board. FP&A Change Management: How To Drive Analytical Transformation

April 28, 2022

The event was proudly sponsored by:

Research shows that only 30% of change programs are successful.

Any change should be carefully managed, but this is no easy task. So what if we could create a framework to help FP&A navigate through a complex change?

Check out the recording of the Digital North American FP&A Board for more insights.

The Panel:

Attila Zsoter, Director FP&A at Hayward Holdings, Inc.
Kristina Bow, Senior Director of FP&A at Landmark Health
Ivette Zuniga, CFO – Global Commercial Fire & Controls at Carrier
Steve Moseley, Principal Solutions Consultant – FP&A at Unit4
Hans Gobin, FP&A Leader and International FP&A Board Ambassador (Discussion Facilitator)

Hans Gobin, FCCA, MBA

Finance Director with over 20 years of experience in Financial reporting (Internal, External, PLC, Board), FP&A, Performance Management, Systems Implementation, Multinational Project managements, Transformation & Change Management, M&A, BPO & SSC.

Experience working in different company sizes ranging from Start-ups to large PLC and PE backed and experience working in various different sectors including manufacturing, retail, pharmaceutical, FMCG & Practice.

Founder member of the London International FP&A board regularly delivering talks on FP&A related subject matters.

Hans Gobin's LinkedIn profile: https://www.linkedin.com/in/hans-gobin-020118b/

Attila Zsoter, FCCA, PMP

Strategic and hands-on Finance leader with nearly 20 years of experience managing system implementation, planning transformation, M&A and operational improvement projects across various countries.

Attila has worked for mid to large sized multinational organizations in the consumer goods and industrial manufacturing sectors and is an advocate for driver-based planning, integration of financial plans with Sales and Operations Planning and advanced data analytics and visualization concepts and techniques.

Kristina Bow

Kristina Bow is Senior Director of FP&A for Landmark Health where she leads the corporate financial planning and analysis team, where she is responsible for all budgeting and forecasting for the business.

Landmark Health is a leader in at home care working to change healthcare for complex and chronic patients. Landmark Health is part of the Optum at Home segment of Optum Health a United Health Group company.

She has spent her career in FP&A starting as an Analyst. She has a BS in Finance, an MBA in Leadership, and is a Certified Management Accountant (CMA).

Kristina has held numerous volunteer leadership Board of Directors positions at the local chapter and national level for Finance and Women’s Leadership organizations, including former Chair of the Board of Directors for the National Association of Women MBA’s.

She is passionate about women and diversity in Finance.

Ivette Zuniga

Ivette is an experienced financial executive with expertise in strategy, business transformations, M&A, and compliance. The depth and breadth of her experience includes executive leadership positions in large public companies of up to $100B+ in sales, across a variety of industries. Throughout her career, she led initiatives resulting in improved financial structure, while driving growth and a culture of accountability. Ivette’s global experience throughout a variety of industries translates to adding value for companies focused on profitable growth.

Currently, Ivette is the CFO of Global Commercial Fire and Controls at Carrier Global Corporation. In addition to her day job, Ivette is the executive sponsor and leader of the Global Finance Learning & Development Committee, promoting and supporting continuous development Carrier’s finance team members worldwide. Prior to joining Carrier, Ivette had experience with other global industrials as well as experience in the energy, healthcare, and consumer products industries. Ivette holds a MBA, a Master degree in Accounting, and Bachelor of Science degree in Finance. She is a Certified Management Accountant and a Certified Six Sigma Black Belt. Ivette was also a subject matter contributor to the Association of Finance Professional’s FP&A Certification materials. .

Steve Moseley

Extensive experience in the world of Financial Planning and Analysis – 25 years of working with Financial Management Systems and BI/Reporting and Budgeting.

Currently a Principal Solutions Consultant specializing in FP&A – evangelizing the idea that a good FP&A project should be continuous.

The recording is available for registered users only