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The Digital North American FP&A Board Recording: Integrated FP&A - How to Achieve Agile and Continuous Planning
FP&A Tags
Agile FP&A
Integrated FP&A
Continuous Planning
November 16, 2021

The meeting was proudly sponsored by:

Planful

Responding to uncertainty and rapid change requires agile decision-making. However, organizational agility often faces a considerable barrier: unaligned top-down and bottom-up planning processes.

Why does this gap exist? How can we bridge it, and what role does technology play?

Watch the Digital North American FP&A Board to find out with the panel of experts:

  • Loreal Jiles, VP, Research and Thought Leadership at IMA
  • Rainer Fischer, Project lead of the E2E Clariant Initiative
  • Robert Vultier, Former Procurement Director, Sr Category Manager Petrochemicals at Clariant
  • Jonas Ekegren, Head of Business and Capital Planning at Länsförsäkringar, Stockholm FP&A Board member
  • Larysa Melnychuk, MD at FP&A Trends Group (Discussion Facilitator)

Larysa Melnychuk

Larysa Melnychuk is a passionate Financial Planning & Analysis (FP&A) professional and influencer who has held senior FP&A roles at leading organisations before setting up the International FP&A Board in 2013. The Board is a global and well-recognised professional think-tank that aims to bring together the knowledge and experience of senior FP&A professionals and aid the development of best practice in the profession.

In the last three years, she successfully expanded the Board into 27 chapters in 16 countries across Europe, the Middle East, Asia, Australia, and North America.

Larysa is also the founder and CEO at the FP&A Trends Group (fpa-trends.com), the leading online resource for FP&A professionals. She chairs the Global AI FP&A Committee and runs a number of high-profile initiatives in the area of modern financial analytics.

Larysa holds a Master of Science degree in physics of materials and is a qualified chartered management accountant (CIMA), chartered global management accountant (CGMA) and is a holder of an FP&A certification. She is also a member of the exam content writing team for the Association of Finance Professionals (AFP) FP&A certification.

Larysa is also a passionate conference speaker and writes articles on various FP&A-related subjects.

Loreal Jiles

Loreal Jiles is Vice President of Research and Thought Leadership for IMA. In this role, Loreal advances the management accounting profession through robust research initiatives that deliver actionable insights to accountants and financial professionals in business. She also contributes to the preparedness of the future leaders of the profession by strengthening the global academic offering of collegiate accounting programs through collaborative research projects, accounting curricula advisement, and oversight of the IMA Higher Education Endorsement Program.

Loreal joined IMA as Director of Research, Digital Technology and Finance Transformation following nearly 15 years in the energy industry in a host of roles covering accounting, digital technology, financial reporting, change management, auditing, and planning & performance management, including leading a Robotic Process Automation implementation in a finance organization.

Loreal is a former IMA Global Board Director and has authored dozens of articles and research reports across global media outlets, including “Diversifying U.S. Accounting Talent” and two IMA Statements on Management Accounting titled “Transforming the Finance Function with RPA” and “An Agile Approach to Finance Transformation.” Loreal holds a B.S. in accounting from Southern University in Baton Rouge, La. and MBA from Tulane University.

Jonas Ekegren

Leader in strategy and finance with more than 20 years of experience in banking and insurance.

Jonas is currently heading the Business and capital planning unit at Länsförsäkringar AB including M&A, investor relations and purchase & procurement. He has held several positions within two of the major banks in the Nordics Nordea and Handelsbanken and has experience from business divisions as well as group level. He is a strong believer in simplification and knowledge sharing being the route to success for all businesses.

Rainer Fischer

- More than 25 years experience in SAP Implementations in different industries - Member of CLARIANT's  “Global Business Service” (GBS) – Data to Insight – Enterprise Analytics - Global Process Expert for Procurement and Supply Chain topics - Master Degree in Economics - Since 2020 Project lead of CLARIANT's E2E initiative

Robert Vultier

- 30 years senior management experience in all business functions: R&D, Production, Sales & Marketing, Strategy, SCM and Procurement around the globe - Long-term full P&L responsibility and also in-depth knowledge of costing - Initiator and Business Partner for development and implementation of E2E Cost Forecasting Tool, as a cooperation project between Clariant and Mibcon NDC - Since July 2021: Freelance Sr Advisor to Mibcon NDC and Clariant for further development and marketing of Cost Forecasting and related Tools

The recording is available for registered users only

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Transforming FP&A Together: Human & AI Synergy
 
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Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Five Critical Roles for Building a World-Class FP&A Team
 
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FP&A Business Partnering and AI: A New Era
 
All events for the year

Future Meetings

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Transforming FP&A Together: Human & AI Synergy

May 15, 2025

The Face-to-Face Milan FP&A Board
The Face-to-Face Milan FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

May 20, 2025

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board Five Critical Roles for Building a World-Class FP&A Team

May 22, 2025

BPAI
The FP&A Trends Webinar FP&A Business Partnering and AI: A New Era

May 28, 2025

The Face-to-Face London FP&A Board: Data Management & Analytics: Unlocking FP&A Value
The Face-to-Face London FP&A Board Mastering Data in FP&A: Smarter Analytics, Better Decisions

June 5, 2025

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

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

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General
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Integrated FP&A
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People and Culture
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