A Stepwise Approach Towards Intelligent Planning for FP&A | Board

The role of FP&A has become increasingly complex, with an abundance of data available from all the digital transformation efforts underway. Aggregating, consolidating, analyzing, and reporting on the right metrics is essential for creating effective plans that drive business objectives. This continuous process needs a robust approach as data overload and complex market conditions will only increase.

The good news: There’s a better approach to handling large data volumes, and this journey can start anywhere. All you need is a stepwise approach toward Intelligent Planning.

Join this panel discussion to hear experts from Accenture, R-Cubed, CFO Solutions, and Board discuss the root causes of budgeting, planning & forecasting failures, the efforts needed, and how FP&A can shape to offer a roadmap in the planning process.

Key Takeaways:
  • Extracting the right information to plan, model, and forecast from a variety of data sources
  • Building stronger collaboration between people, processes, and technology
  • How IT and Finance should work together to find the perfect alignment between needs and compliance

Join us September 21 at 1pm EDT as our experts share their tactics for building a cohesive planning strategy – one step at a time.


Vito Bzdel

Founder & Senior Partner
CFO Solutions

Dolo Deawaika

Senior Manager, West Market EPM Lead

Lawrence Serven

Board Regional Director and FP&A Practice Leader

Chris Wheeler

VP, Alliances & Channel, Americas
Board International

Jim Williams

Co-Founder & Partner
R-Cubed Consulting


1.00 CPE




Information Technology, Technical



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