The Digital North American FP&A Circle. AI in FP&A: Change Management for Navigating Complex Challenges

The digital FP&A Circle was proudly sponsored by Wolters Kluwer CCH® Tagetik:

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AI has the potential to transform FP&A, yet only 6% of organizations—primarily large enterprises—have successfully adopted AI/ML in finance, according to the 2024 FP&A Trends Survey. The key to overcoming this gap is effective change management.

At the Digital North American FP&A Circle on January 22nd, we discovered why large enterprises face unique challenges in AI adoption, the critical role of change management and practical strategies for successful AI integration in FP&A. Watch the recording to hear some practical insights from senior finance practitioners.

The Panel:

Olga Rudakova

Olga is a finance professional and data skills trainer. Olga is passionate about data insights and data visualization. With over a decade of corporate career in FMCG and Retail she was supporting various business units towards data-driven decision making.thriving for continuous optimization and change.

 

Enrique Rodriguez

A multilingual Finance Director & Business Leader with over 15 years of experience in Fortune 100 biopharmaceutical, medical devices, and healthcare companies, working collaboratively and partnering with Commercial, Supply Chain and Procurement global functions, directing finance FP&A, accounting, treasury teams and supply chain teams, heading departments of finance of up to 40+ professionals, managing business unit operational budgets of ~US$750MM, and in large business units of ~US$1.0B in sales with a Capital Expenses oversight of ~US$50MM.

A strategic leader with proven success implementing large-scale multifaceted financial systems, strategic governance & Kaizen projects across multiple time zones and throughout all organizational levels, managing high-performance teams in small-startup-like dynamic organizations as a Country CFO, as well as in large multinational global organizations as a Finance Director, experienced in six countries.

Ronald Forster

Finance manager with extensive multi-national FMCG experience (Procter & Gamble), and global pharmaceuticals (Sandoz, Novartis). Successful local, regional and global track record. Solid performance delivering financial objectives, with proven capabilities in strategic planning/operations, commercial/business partnering, treasury and cash management, supply chain, and organizational development. Started his career in Venezuela in LatAm HQ, with further experience in Chile, Germany and Switzerland. Experienced managing teams both local and dispersed geographically. Proficient in multiple languages.

David Dubovsky

David has dedicated the last 20+ years of his professional career in the areas of Business Intelligence and Financial Performance Management, focusing the last 10 years in the Finance arena in the Biotechnology industry.

David holds a BBA in Management Information Systems from the University of Georgia and an Executive MBA from Emory University’s Goizueta Business School. David also holds various certifications, including the COMPTIA Project+ certification in IT Project Management.

Rob Konferowicz

Rob Konferowicz is CCH Tagetik's leading expert on Corporate Performance Management solutions and helps large enterprise companies make appropriate, long-term strategic decisions on CPM solutions during their software evaluation cycles. Rob translates customer requirements and industry challenges into best practices with CCH Tagetik.

 

The recording is available for registered users only

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