Strategy and Long-Range Planning for FP&A

Long-range planning in FP&A bridges today’s decisions with tomorrow’s ambitions. This course equips finance professionals with the tools and mindset to extend their planning horizon, align finance with enterprise strategy, and contribute meaningfully to long-term value creation.

Participants will explore how to build credible long-range plans that consider macroeconomic drivers, competitive dynamics, and internal growth levers. The course emphasizes the role of FP&A as a strategic partner—connecting operational insight with strategic vision through structured planning, risk-adjusted forecasting, and dynamic scenario analysis.

You’re welcome to join just this workshop, but for a deeper dive, we recommend registering for the full program.

Testimonials

Setting up a new FP&A team in a fast-paced business, the FP&A bootcamp was a great way to get everyone on the same page as quickly as possible. We loved Catherine's teaching style and the interactive format of the course. The team took examples from the very first workshop and immediately put them into practice. It sparked such debate in the team that we almost have too many new ideas! A nice problem to have... Thanks Catherine and GrowCFO!

This is both a good refresher for seasoned professionals and a good introduction for individuals with less experience. Time went by very fast as it was an enjoyable course.

The course takes you through a practical approach to FP&A and you walk away with ideas and strategies you can begin to utilize in your business right away.

If you are new to FP&A or have been doing it for years, this is a great course to ensure you are on the correct path. The time commitment isn’t so much that you take too much time away from work, but enough that you feel you are getting plenty of resources to take back to your job.

The courses were very comprehensive and out team learned a lot from them. The breakout groups were both fun and engaging, and the trainers were excellent, bringing impressive first-hand experience in solving these real-world challenges.

This course was fantastic! It was the perfect refresher I needed to start a new job in FP&A. I thoroughly enjoyed the Zoom class sessions along with the exercises that we did in class.

I recommend this to everyone who is interested in understanding FP&A. I’m transitioning to an FP&A role and this course helped me get a jumpstart to prepare myself with the skills required to succeed.

Overview

What we Cover:

The role of long-range planning in connecting financial insight with strategic direction
Techniques for developing multi-year plans grounded in macro trends and business drivers
How to incorporate competitive positioning and internal growth assumptions
Structuring risk-adjusted forecasts that support sustainable value creation
Using scenario analysis to model uncertainty and support strategic flexibility
Positioning FP&A as a key contributor to enterprise planning and long-term decision-making

The Challenges:

Bridging short-term planning with long-term strategy
Forecasting beyond the 12–18 month horizon
Aligning finance input with enterprise growth plans
Translating strategic goals into measurable targets
Adapting plans amid high levels of uncertainty

The Barriers:

Siloed planning vs. enterprise strategy
Lack of scenario planning maturity
Static or inflexible long-range models
Misalignment between finance and strategy functions
Inconsistent assumptions and unclear ownership

Learning Objectives:

By completing this course, participants will:

Build credible, assumption-based long-range financial plans
Link strategic objectives to measurable financial outcomes
Use scenario planning to evaluate risk and opportunity
Partner effectively with strategy and C-suite teams
Communicate long-term plans in a compelling, strategic narrative

Business Benefits:

Stronger integration between strategy and finance
Future-ready planning capabilities
Better-informed capital allocation decisions
Increased stakeholder alignment and confidence
Greater visibility into risks, opportunities, and trade-offs

Facilitator

Catherine Marks

Catherine led the O2 FP&A team through its merger with Virgin Media.

Prerequisites: Must have a basic understanding of FP&A.

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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