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Next Live Workshop Dates
Workshop: Strategy and Long-Range Planning
Build on your budgeting and forecasting skills by mastering the art and science of effective long-range planning. Advance your strategic thinking and learn how FP&A can most effectively interact with strategy.
📅 Tuesday 1 April 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: Financial Storytelling
Embrace your inner marketeer! Deliver financial presentations that influence and inspire action.
📅 Tuesday, 8 April 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Finance 2 CPE Credits (2 CPD Hours)
Workshop: The Future of FP&A
Prepare for the future of FP&A: be ready to lead FP&A through the rapidly changing business and technological environment.
📅 Tuesday, 15 April 2025
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Finance 2 CPE Credits (2 CPD Hours)

Course Overview
What we Cover:
Financial Storytelling, Finance Business Partnering, Financial Modeling, Planning & Forecasting
The challenges:
Simplify complex data, create accurate forecasts, build reliable financial models, turn data into strategy, align business strategy and financial plans.
The Barriers:
Complex financial models, manual spreadsheets, difficulty in presenting data, building stakeholder trust, navigating conflicts of interest in your role.
Learning Outcomes:
On completion of the Financial Planning and Analysis course, your team will have an enhanced ability to create impactful financial reports, develop strategic presentation skills, and gain proficiency in advanced financial modeling. These skills will empower your team to drive better business decisions and perform more accurate financial analyses.
Business Benefits:
Reliable Forecasts, Improved Accuracy, Scenario Planning, Better Decision-Making, Strategic Insights, Scalable Growth
Course Facilitators

Catherine Marks
Finance Team Training Director
Catherine led the O2 FP&A team through its merger with Virgin Media.
Prerequisites: Must have at least FP&A experience
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
Module Content
FP&A
About Instructor
