FP&A Technology Solutions

Financial Planning and Analysis (FP&A) is a critical function that enables organizations to make informed, strategic decisions. As the business landscape becomes increasingly complex, the need for robust FP&A technology solutions has become paramount.

This session explores the evolving landscape of FP&A tools, highlighting the key considerations and best practices for finance professionals seeking to enhance their planning, forecasting, and decision-making capabilities. Hosted by Kevin Appleby, the COO and podcast host of GrowCFO, and featuring guest speaker Paul Barnhurst, the founder of The FP&A Guy, this session delves into the nuances of FP&A technology solutions. Attendees gain valuable insights into the historical context, current market trends, and the core components of effective FP&A tools, empowering them to make informed decisions in their own organizations.

Highlights:

  • The evolution of FP&A tools, from punch cards to modern cloud-based solutions
  • Segmentation of the FP&A tool market, including financial planning-only, financial and operational planning, and enterprise-level platforms
  • The four core elements of FP&A tools: data management, modeling, dashboard and reporting, and workflow and collaboration
  • The role of artificial intelligence (AI) and machine learning in enhancing FP&A capabilities
  • Strategies for preparing and executing a successful FP&A tool selection process
  • The importance of aligning technology with the right people, processes, and culture within the organization

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