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SCHEDULE

The agenda of educational sessions for the AFP FP&A Forum is created by a task force of your practitioner peers. Learn more.

The schedule will take place at the Austin Marriott Downtown in Austin, TX from March 17-19, 2025. All times are listed in Central.

 

Schedule as of 8/28/2024

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EDUCATIONAL SESSIONS

FP&A Forum Workshop

The Why, When & How of Data Analytics

Monday March 17, 2025 | 1:00-3:00PM
Presented by: Prashanth Southekal, Founder and Managing Principal, DBP Institute

FP&A practitioners need the right tools to drive financial efficiency and strategic planning. This workshop offers an overview of data analytics, covering the "why," "when" and "how" of applying descriptive, predictive and prescriptive analytics. Through quizzes, discussions and real-world case studies, you’ll learn to enhance organizational performance and optimize business outcomes.

FP&A Forum Workshop

Finance Data Analytics: What Your Data is Trying to Tell You

Monday March 17, 2025 | 3:30-5:00PM
Presented by: Prashanth Southekal, Founder and Managing Principal, DBP Institute

As businesses rely more on data-driven decisions, this workshop explores advanced techniques like linear regression models, evaluating analytics output, and communicating insights using data storytelling. Through quizzes, discussions, and real-world case studies, FP&A practitioners will gain practical skills to apply these concepts in their organizations.
FP&A Forum Educational Session

Promoted to Finance Leadership: Now What?

Presented by: Wassia Kamon, Chief Financial Officer, Access to Capital for Entrepreneurs

Finance and accounting professionals often face unique challenges when transitioning into leadership roles, as they are typically promoted for their technical expertise rather than people skills. This session will explore how to shift from individual contributor to leader, moving from compliance tasks to influencing strategy, using storytelling instead of technical jargon and making big-picture decisions with limited information. Get actionable advice to step into any finance leadership role with confidence.

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EDUCATIONAL TRACKS

Take advantage of a diverse range of educational sessions broken out into four tracks — all tailored to address the pressing challenges and emerging trends in finance.


Finance Acumen

Finance Acumen and Financial Processes:

How FP&A translates corporate and business strategy into a financial plan.

Session topics include:

  • Strengthening the relationship between FP&A and Accounting
  • Automation in reporting
  • Build an enterprise-wide metric framework
  • Cost optimization
  • Build risk management into budgets and forecasts
TechnologyData

Technology & Data:

How technology enables new capabilities for individuals and teams.

Session topics include:

  • Intermediate Excel skills
  • EPM implementation case study
  • Adopting Power BI
  • Best practices in finance transformation
  • Strategies for selecting and implementing FP&A tools
  • Real world applications of AI

 

Personal Team Effectiveness

Personal & Team Effectiveness:

The continued development of FP&A practitioners as trusted advisors to the business.

Session topics include:

  • Financial storytelling
  • Getting work done in a segmented world
  • Leadership training
  • Roundtable: Healthy Culture, Better Work

 

Learn

Partner Content:

Led by the most innovative companies in the FP&A
space keeping you up to date on trends and tech.

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REGISTER


Nikita Miller

"What you get from an FP&A focused event like the FP&A Forum is content just for you. You hear from people directly who know exactly what you are going through as an FP&A professional."

Nikita Miller, FPAC
Director of Facilities and Financial Planning & Analysis
The Kresge Foundation