FP&A Leadership Forum 2021 January - Argyle Executive Forum Events

Overview

The global pandemic trampled the year 2020, forcing FP&A professionals to reevaluate their traditional processes of planning and forecasting.

FP&A teams have had to rethink the planning process to determine the frequency in which planning should be done, processes that could be digitized, and tasks that could be eliminated.

Now, more than ever, there is an urgent need for forecasts, and establishing an efficient FP&A team continues to grow in importance. It is crucial for organizations to understand COVID-19 developments and how this impacts business moving forward.

At this interactive FP&A Leadership Forum on January 27, 2021, likeminded professionals will address:

  • Meeting the increased demand for forecasting, information, and analysis
  • Expanding the FP&A talent pool through remote work
  • Implementing new technologies and initiatives to drive growth
  • The evolving role of FP&A as a critical part of finance

Agenda

 

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11 AM - 11:30 AM ET

KEYNOTE: Streamlining Budgeting & Planning Processes   

To achieve business goals, organizations need budgeting and planning that is effective, collaborative, and strategic. However, despite all of the advancements in modern finance technology, many organizations continue to rely on time-consuming spreadsheets for budgeting and planning.

This session will examine the key challenges finance teams face when it comes to budgeting and planning and why they are turning to technology to drive more efficient budgeting and planning, increase business agility, and improve overall corporate performance.

This session will explore:

  • How to leverage technology to drive efficiency in budgeting and planning
  • Emerging trends and best practices in streamlining the annual budget process
  • How to implement dynamic planning approaches such as rolling forecasts and driver-based planning                                         

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon!

12:10 PM - 1 PM ET

PANEL DISCUSSION: Fintech Innovations – Automating and Improving the Finance Process

Financial Technology (Fintech) seeks to improve and automate finance processes, allowing organizations to leverage financial operations. Through various software, finance teams are able to better manage their teams and create more efficient procedures. Fintech is innovative and continues to disrupt the finance function in a positive manner.

This session will explore:

  • Leveraging fintech to innovate finance within your organization
  • Improving processes with technological advances
  • Advancing security measures to protect organizational and customer data

1:05 PM - 1:35 PM ET

THOUGHT LEADERSHIP

Abstract coming soon!

1:35 PM - 2 PM ET

Lunch Break

2 PM - 2:30 PM ET

KEYNOTE: The Evolving Role of FP&A in 2021 and Beyond

Even with the year 2020 behind us, the role of FP&A continues to evolve and remains a critical part of the finance function. FP&A teams are still reevaluating the models needed to develop effective financial forecasts and plans, especially during a time of uncertainty. As the role of these finance professionals grows in importance, there is increased pressure to forecast financial outcomes, especially those closely related to economic variables.

In this keynote presentation, topics will include:

  • Analyzing how often forecasting should be completed
  • Evaluating the benefits of a rolling forecast
  • Digitizing processes and utilizing new technologies

2:35 PM - 3:25 PM ET

PANEL DISCUSSION

Abstract coming soon!

3:30 PM - 4 PM ET

THOUGHT LEADERSHIP

Abstract coming soon!

4:05 PM - 4:55 PM ET

FIRESIDE CHAT: Scenario Planning – Strategizing During Uncertainty

As finance teams navigate the new year, FP&A professionals are tasked with scenario planning and creating data to help predict the future. So, how can teams create this data to make predictions? The goal is to define uncertainties and develop scenarios in order to discuss the findings from each, which will in turn provide insight into what is most likely to happen.

Join this interactive panel discussion, which will address:

  • Identifying driving forces that may impact your organization
  • Analyzing an array of scenarios to help predict plausible outcomes
  • Making these predictions actionable to benefit your organization