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Companion Webinar: FP&A Guide to Integrated Planning



Thursday, September 14, 2017
3:00 PM - 4:00 PM Eastern Standard Time

$0 | $50
Management Services
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Financial planning and analysis plays a unique role in the organization, facilitating the deployment of capital to its highest use among internal and external constituents. The range of stakeholders requires FP&A to view the company as an integrated set of functions that connects the dots among operational decisions, customer impact, and financial competitiveness. To accomplish this successfully, FP&A needs to gather disparate input and transform it into actionable information. This is “integrated planning”—stitching together the best information and insight from across the organization to create a useful, shareable plan that aligns all facets of the organization.  In this webinar, the author and editor of the new AFP FP&A Guide to Integrated Planning, underwritten by Anaplan, will outline how integrated planning can become a competitive capability.

Learning Objectives

- Understand what makes up Integrated Business Planning (IBP) and the connected processes that make IBP work

- Review the roles of people in IBP, including the tasks they do and the skills they need

- Learn about the technology that IBP relies on—next-generation planning software and its en­abling technologies such as cloud and data integration

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Bryan Lapidus, FP&A
Bryan Lapidus, FP&A - Associate Director, CFO Advisory, Allegiance Advisory Group

Bryan Lapidus is a finance professional with 15 years of experience developing and growing companies and program initiatives at small, mid-sized and large-cap companies. His core competencies include collaboration and leadership, strategic planning, end-to-end budget planning-forecasting-variance analysis of all financial statements, operational performance metrics/management, investment business case analysis and new product development, with an emphasis on capital and risk allocation.