Next Live Workshop Dates
Workshop: Strategy and Long-Range Planning
📅 Thursday 14 November 2024
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
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
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
Field of Study: Management Services 2 CPE Credits (2 CPD Hours)
Workshop: The Future of FP&A
📅 Tuesday 26 November 2024
⏰ 3:30 pm – 5:30 pm BST (10:30 am – 12:30 pm ET)
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
‘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.’
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.