Next Live Workshop Dates

Workshop: Strategy and Long-Range Planning

📅 Thursday 14 November 2024

Field of Study: Management Services 2 CPE Credits (2 CPD Hours)

Workshop: Financial Storytelling

Create reports and deliver financial presentations that inspire action: visualize your financials effectively, tell the story of your business and make it stick.

📅 Monday 18 November 2024

Field of Study: Management Services 2 CPE Credits (2 CPD Hours)

Workshop: The Future of FP&A

📅 Tuesday 26 November 2024

Field of Study: Management Services 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


Joey Jo,
Senior Accountant at Hala


Course Facilitators

Catherine Marks

Finance Team Training Director

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

Christian Wattig

Lead Facilitator – North America

Christian has 12 years of FP&A leadership experience at P&G, Unilever.

Christian Wattig

Module Content

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FP&A

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About Instructor

Zoe Allen

35 Modules

Not Enrolled
or 6

Module Includes

  • 1 Topic
  • 1 Lesson