Financial planning and analysis (FP&A) remains a key priority for finance teams to improve decision making and support financial success for the entire organization. So, what FP&A strategies are CFOs and their teams focusing on in the new year?

In order to achieve financial goals, finance teams must ensure there is accurate forecasting to make reliable decisions, budgets are able to be modified in real-time, and process automation is prioritized to improve operational efficiency.

By moving away from traditional and manual processes, FP&A teams are able to avoid siloes within the finance function and adopt a more digital-first approach which improves agility and transparency.

In this Argyle FP&A Leadership Forum, you will learn:

  • How FP&A strategies continue to evolve and the newest strategies for success
  • Eliminate siloes across the finance function and ensure finance teams are cross trained on every process, including FP&A
  • How to embrace a digital first approach and implement transformation initiatives
  • Adopting new solutions to change plans as needed, reforecast, and modify budgets in real-time
  • Ways to improve decision-making to increase visibility and reliability of predictive data and analytics
  • Best practices for developing and maintaining a talented FP&A team


Valquir Correa

Vice President of Corporate Finance
Baha Mar

Lisa Cummings

Finance Executive

Rina Kacker

FP&A Executive - SaaS, FinTech, and Life Sciences

Eric Mason

Chief Financial Officer
City of Quincy

Christine Millaway

Interim Chief Financial Officer

Abby Obomighie

Europe Finance Director – Projects

Philip Peck

Vice President, Advisory Services and Finance Transformation Practice
Peloton Consulting Group

Madhuri Raju

Co-Founder and Partner
International Sourcing Solutions LLC.

Stacy Snider

Senior Vice President - Finance & Accounting Direct Hire
Addison Group

Carolina Veira

Vice President, Community and Corporate Partnerships
CareMax Inc.

Field of Study:Finance



Advance Preparation:None required

Delivery Method:Group Internet-based

Recommended CPE Credit(s):2

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.

Advisory Board

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

Integrated Commercial Lead

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Saurabh Jain

Senior Vice President and CFO, Endovascular Robotics

Summer Redmon

Chief Financial Officer
Ascend Healthcare

Amit P. Shroff

Former 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