Preparing for The Next Level of Financial Planning & Analysis: Results from APQC and AFP Research
Tuesday, May 7, 2019
3:00 PM - 4:00 PM Eastern Standard Time
Everyone wants more from finance - the business wants a strategic partner with flexible processes and interoperable systems; the CFO wants controlled operations and a seat at the decision table when capital is deployed - while FP&A wants to be the team that leans into the business to apply finance acumen and drive decisions.
But is this the reality? Are FP&A teams being encouraged to look ahead or are they still encumbered with the mundane and routine work that has been expected from them. APQC and AFP undertook this benchmarking effort to determine where FP&A stands in this effort, and to see how much more needs to be done. An expert panel will provide insight to the industry survey, case studies and SME interviews.
- Learn about the current and emerging practices in the FP&A profession
- Gain insight into how your own practices, organizational structure and techniques compare to other peer groups.
SpeakersBryan Lapidus, FP&A
Director, FP&A Practice, AFP
Bryan Lapidus has more than 20 years of experience in the corporate FP&A and treasury space working at organizations like American Express, Fannie Mae and private equity-owned companies. At AFP he is the staff subject matter expert on FP&A, which includes designing content to meet the needs of the profession and helping keep members current on developing topics. Bryan also manages the FP&A Advisory Council that acts as a voice to align AFP with the needs of the profession.
Rachele Collins , Ph.D.
Principal Research Lead, Financial Management
As principal research lead, Rachele Collins , Ph.D., is responsible for APQC's best practices research in financial management, including the development of the research agenda, working with partners and alliances, serving our members, presenting thought leadership, and developing new relationships and connections. She has been conducting benchmarking research and working to help clients improve their processes and practices for almost two decades.
Senior Research Fellow, Financial Management, APQC, and Program Director, Beyond Budgeting Round Table, North America
As financial management senior research fellow, Steve provides insights and thought leadership for APQC’s research and projects. Additionally, Steve serves as the North America program director for the Beyond Budgeting Round Table (BBRT). In this role, Steve works with BBRT member companies to implement continuous planning processes.
Steve has more than 30 years of experience with improving performance management and implementing strategic planning processes. He is also the managing director of Beyond EPS Advisors, a business consulting firm, and founder of ABM SMART, and has co-authored several books including: Future Ready: How to Master Business Forecasting and Beyond Performance Management.