The Digital North American FP&A Circle: From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
The webinar was proudly sponsored by:
As AI accelerates analysis, the role of FP&A is expanding beyond producing insights and forecasts. The next challenge is turning those insights into coordinated action across the business. FP&A Trends research shows that only 2% of FP&A teams consider themselves fully optimized, while 74% of finance professionals believe AI agents will play a crucial role in the future of FP&A. As planning, forecasting, and decision support become increasingly AI-enabled, finance leaders must rethink how FP&A teams operate, collaborate, and create value.
Check out the recording of the FP&A Trends Circle to explore how FP&A leaders are evolving from analysts into orchestrators of performance, decision-making, and business value in an AI-enabled world.
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.
Based in San Francisco, USA. San Francisco FP&A Board member.
Gabriella “Gaby” Makstman is a finance and strategy professional with over 20 years of experience in FP&A, business operations, and systems transformation. She is Director of Financial Planning and Analysis at SquareTrade. Gaby brings a thoughtful, steady approach to problem-solving and is known for asking the right questions and staying grounded in both data and context.
Ankit Chopra
Ankit Chopra is a finance and analytics leader specialising in FP&A, cloud economics, and AI-driven strategy. He currently serves as Director of FP&A for Cloud and AI, where he leads financial planning, pricing, and margin optimisation initiatives to support scalable, data-driven growth.
With a background spanning SaaS, cloud, and technology organisations, Ankit focuses on building innovative planning models that connect financial performance with product, engineering, and go-to-market decisions. His work centres on leveraging data and AI to improve profitability, optimise cloud spend, and enable smarter, forward-looking decision-making.
Rowan Tonkin
Chief Marketing Officer at Planful
Rowan Tonkin is the Chief Marketing Officer at Planful, where he leads go-to-market strategy and operations. Prior to Planful, Rowan led growth at OmniSci as VP of Revenue Operations and Marketing Demand Center, and previously held sales and marketing solutions leadership responsibilities at Anaplan.
He is an experienced sales and marketing leader with a track record in fast-growing global organizations. He holds a Bachelor of Internet Science and Technology from the University of Wollongong in Australia.
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