Financial planning and analysis (FP&A) continues to grow in importance and is a critical function within finance. FP&A and finance professionals are tasked with collecting and analyzing data to make effective predictions for the future success of their organization.

As global markets continue to evolve and change, FP&A teams must remain prepared for potential challenges. Core drivers that will significantly shape FP&A this year include digital transformation to automate processes, improved scenario planning capabilities, and increased agility through self-service tools.

As the FP&A function evolves, more data is collected than ever before, allowing for better insights into forecasting, budgeting, and performance management. So, what lies ahead for FP&A professionals and their finance teams?

Join this Argyle FP&A Leadership Forum which will address:

  • How FP&A can improve critical functions including tax compliance and reporting
  • Implementing digital transformation initiatives
  • Automating simple processes to alleviate workloads
  • Strengthening predictive analytics and scenario planning
  • Utilizing self-service tools to streamline processes
  • Forecasting, planning, and budgeting for future growth
  • Remaining agile and preparing for unforeseen challenges
Join Us at This Event


Kate Bowden

Director of Enterprise Solutions — Tax Technology

Erica Campbell

Former Head of FP&A, Specialized Risk and Credit Risk Horizontals

Brian Frederick

Director of Financial Planning and Analysis
Animal Supply Company

Rachel Grandovic

Vice President, Technical Accounting & Deal Desk Governance

Nijaruna Niranjan

Chief Financial Officer
Master Fluid Solutions

Bruno Oliveira

Head of FP&A

Matt Poleski

Regional Chief Financial Officer
Arthur J. Gallagher

Hitesh Ramani

Chief Accounting Officer

Steven Schnell

Director of FP&A
Medline Industries


Field of Study:Finance



Advance Preparation:None required

Delivery Method:Group Internet Based

Recommended CPE Credit(s):1

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to [email protected].

Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.

Argyle Executive Forum is registered with the National Association of State Boards of Accounting (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.

Ann Anthony

Chief Financial Officer and Board Observer
Oberon Fuels, LLC

Sue Cheung

Chief Financial Officer
Zenysis Technologies

Femi Faoye

Head of Real Estate Finance - Global

Rahul Handa

Partner and Vice President Commercial Finance
Think BPO Inc

Saurabh Jain

Vice President, Business Performance Controlling
Siemens Healthcare

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Summer Redmon

Vice President, Finance & Accounting
apree health

Amit P. Shroff

Vice President, Toyota Financial Services
Toyota, North America

Nayab Siddiqi

Chief Financial Officer and Head of Strategy
REZY360 Inc.

Jeanette Wade

Chief Financial Officer
Planned Parenthood of Northern New England