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The FP&A Trends Webinar: Using AI to Enhance Your Predictive Planning and Forecasting
FP&A Tags
FP&A Predictive Analytics
AI/ML FP&A
September 28, 2023

The webinar was proudly sponsored by Wolters Kluwer and
its award-winning CCH® Tagetik expert solution for Corporate Performance Management:

In the world of Financial Planning and Analysis, the importance of agility and adaptability in planning cannot be overstated. Traditional planning processes that relied on the assumption of a predictable future are no longer sufficient to keep pace with the rapid shifts and uncertainties that businesses face today.

To address these limitations and enhance planning capabilities, organisations are turning to Predictive Planning and Forecasting (PPF), a game-changing approach with the power of AI/ML technologies. This practice empowers businesses to make data-driven decisions, enabling them to stay ahead of the competition.

At the recent FP&A Trends webinar on the 28th of September, senior finance practitioners and thought leaders shared their practical insights and real-world experiences on how to uplevel your planning and forecasting strategies.

The Panel:

  • Parth Kulkarni, Director of Finance at Adobe
  • Jonathan Laverentz, Global Head of Planning Innovation, CCH® Tagetik at Wolters Kluwer
  • Olga Rudakova, Finance Professional and International FP&A Board Ambassador (Discussion Facilitator)

Parth Kulkarni

Director of Finance at Adobe

Parth is a seasoned Finance Professional with a decade of progressive experience in the Technology, Retail, and eCommerce industries. He has a proven track record of success as a Finance Business Partner to Senior Executives (VPs/SVPs/GMs) across Business, Product, Engineering, Sales, and Finance functions. He is known for his strong ability to combine Technical, Analytical, and Interpersonal skills to deliver results.

Parth is currently working as Director of Finance at Adobe Inc., where he leads FP&A and E2E P&L Management for the Express Product Group, which includes Adobe Express and Digital Media Education. Prior to this role, he led Gross Margin Consolidations & Cloud Finance FP&A for Digital Media.

Before joining Adobe, Parth was a Senior Manager of FP&A at eBay Inc. In this role, he was the Finance & Analytics Business Partner to the Merchandising / Shipping & Logistics Business and Product Teams.

He has a Bachelor of Technology in Instrumentation Engineering from the University of Pune, India, and a Master of Business Analytics from the University of Connecticut, United States.

LinkedIn profile: https://www.linkedin.com/in/parthkulkarni1290/

Markus Pinter

Global Project Lead at Novartis

Highly agile, authentic and inspirational executive leader with over 30 years of international experience, guiding finance processes and people, driving commercial growth and margin expansion, leading major business transformations and compliance projects in diverse geographic and cultural areas.

His career began 1991 in Germany. Since then Markus has worked in leading Finance positions in Switzerland, Turkey, Italy, China and currently for Middle East & Africa. In these capacities he has managed up to 7 legal entities in one country with sales up to $3bn and 5000+ associates as well as 120+ colleagues directly reporting into the Finance function.

Markus is well known for the passion for his profession, his drive to become a better strategic partner looking beyond numbers. Driving shareholder value and creating a winning reputation are the foundation of all his doings. Dedicated expert to deliver solutions and goals by empowering teams, searching for disruptive Innovation with latest Technology and simplified processes.

LinkedIn profile: https://www.linkedin.com/in/markuspinter/

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.

At the Business Intelligence startup Olga has learned, what the biggest obstacles on the way to the insights-driven organization are.

Currently, as a full-time trainer and consultant she helps her clients bridge the gap between data and actionable insights.

LinkedIn profile: https://www.linkedin.com/in/olgarudakova/

Jonathan Laverentz

Global Head of Planning Innovation, CCH® Tagetik at Wolters Kluwer

A 20+ year veteran of Product Innovation and transplant to the Financial sector, Jonathan has held key leadership positions with multiple Manufacturers, Agencies, SaaS, Finance, and Technology organizations globally.

Jonathan is currently Global Head of Planning Innovation, CCH® Tagetik at Wolters Kluwer, where he is responsible for defining strategy and driving growth for the Enterprise Planning Solution, driving the concept of AI-powered predictability into Extended Planning and Integrated Business Planning to help today's financial organizations streamline their path to resilience.

LinkedIn profile: https://www.linkedin.com/in/jlaverentz/

The recording is available for registered users only

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Event Calendar

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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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