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That’s a wrap! FP&A Week: Breaking the Paradox has finished, and what a week it was.
With over 3,000 attendees across 20 sessions over the course of the week, there really was something for everyone.
If you missed it, or if you’d just like a record of what happened, here’s a quick summary:
Day 1
Own Your Growth: What I Wish Someone Told Me Earlier in My Career
CFO Coach and Consultant Ed Goldfinger walked us through his advice for building a career in FP&A: understanding and growing the limits of your comfort zone, managing conflict, the differences to expect between acting as an individual contributor/manager/leader, and more.
From Silos to Symbiosis - Finance & Revenue Teams in Conversation
Michael Duncan from Gong spoke about alignment between finance and revenue teams: best practices for rolling out plans as fast as possible, how often Gong changes comp plans and how those decisions are made, how he tracks SPIF effectiveness, and more insights.
Transform FP&A to xP&A with Workforce Planning
Colin Sygrove and Martin Overton showed us how real-time, collaborative workforce planning can work: creating scenarios, projecting headcount & attrition, approval workflows for hiring requests, and more.
L'équilibre délicat de la fonction finance : Piloter à court terme tout en planifiant le long terme (🇫🇷 FR session)
Heads of FP&A at Spendesk and Blablacar discussed how they manage the balance between serving short term needs and building long term plans, bringing more agility to their forecasting processes, and building teams of business partners to support decision making.
Day 2
The FP&A Sweet Spot: Balancing Profitability and Growth
Finance leaders from Datadog, Intercom, and Grammarly discussed the types of metrics they use as a barometer to balance growth with profitability, how to establish what ‘normal’ looks like amid uncertainty, the importance of standardizing templates while customizing delivery, and more.
From Concept to Reality - ClickUp's Journey to Forecasting and Planning Tech Implementation
Jeremy Stern from ClickUp shared insights on ClickUp’s journey toward selecting a new EPM tool: with tips like building in familiarity to the new tool, why no platform can solve for bad processes, and how ClickUp is now able to maintain clean data.
Sneak Peak Into Smarter Planning with PigmentAI
Benjamin and Ellen from Pigment gave everyone a sneak peek at how Pigment AI leverages LLMs to transform the onboarding process, make analysis accessible to every user, and open the door to easier forecasting.
Day 3
AI & Finance: How AI Will Reshape the Finance Organization
Craig Turrell and Anders Fohlin discussed the limits of generative AI and the importance of good training data, combining AI with organizational knowledge for ‘collective intelligence,’ why they don’t want anybody having to learn to code, and more.
Unlocking the Digital Transformation Mindset
FP&A leaders Brad Floering and Daniel Echeverri covered stories of successful - and unsuccessful - digital transformation projects, how they communicate with teams to identify where inefficiencies exist, and how they evaluate new tools + secure stakeholder buy-in.
Changing Expectations: Transforming Strategy Into Trackable KPIs
Kashif Riaz from Deloitte offered a deep-dive into turning strategy into trackable KPIs: the integrated performance management framework he uses, optimal KPI development, managing stakeholder involvement, and more.
Gestion du changement et transformation de la fonction finance (🇫🇷FR session)
PwC & Webhelp discussed the results of a recent PwC survey, why a lot of finance departments aren't satisfied with their current EPM tools and processes, and what CFOs’ top priorities are right now.
Day 4
The CFO-CIO Power Duo: Aligning technology and business strategy
Discussed managing tech debt, advice for their younger selves, balancing autonomy with safety with regards to data governance, why AI won’t take your job but someone using AI well will, and more.
Thank you to everyone that attended. From next week, sessions will be available on-demand so be sure to check in.
