1 CPE In this course we discuss the key elements (company, processes and systems, and FP&A team) that help you develop a plan for moving your FP&A organization forward.
The first case study walks us through the thinking behind creating an FP&A function from the ground up, using the above elements in the internal and external contexts unique to a company. The second case study presents an approach to building a roadmap for an existing FP&A team to move it and the company towards world class capability. Finally, we discuss several practical considerations regarding change management and the way forward for your plan for FP&A.
Learning Objectives
- Identify the three key criteria used to create an organizational plan for the FP&A function.
- Define the two critical elements in an organizational plan for FP&A that provides the guiding principles for a multi-year plan.
- Discover how to overcome organizational resistance to changes that a plan for changing the FP&A function may require to be successful.
Last updated/reviewed: March 12, 2024
19 Reviews (56 ratings)
Reviews
Rich McMullen
(Corporate controller at NA)
Some weird audio issues where the presenter would repeat the same idea/concept multiple times as if he were doing "takes" but never edited them out. Otherwise, a decent overview course. Would have like to see more meat here though.
<div class="italic orange margin-top-20">We have edited the course videos to correct the audio issue. Thank you for letting us know about the problem! — Proformative Editor</div>
Edward Thill
(Consultant at None)
Content was strong but I found the volume of information on the slides distracting. I would have liked the presentation to be longer to get at some of that information even more or else keep it higher level for the same 1 hour and have the detailed slides available as an appendix to the presentation.
Anonymous
(Senior Manager, Financial Planning)
The 2 case studies were particularly helpful (building a new FP&A function and moving an existing one towards world class). Regardless of the stage of your FP&A organization, there were take aways from both case studies that can be applied to any organization.
Anonymous
(Director Financial Reporting)
This is a well-structured and logical approach to setting an optimal structure, objectives and responsibilities for a FP&A function. The methodology and principles are fairly standard in terms of they could apply to companies in a variety of industries.
Anna Dykier
(Director of Finance at Fox Head, Inc.)
The video's visibility was out of focus, the material got a little off topic, I was expecting more detail on how to build an FP&A org, I felt like the material presented got a little off topic
Michael Chafe CPA,CMA
(Vice President Finance at Carillion Canada Inc.)
Great overview of the strategic planning process and linkages throughout the planning and budgeting processes.
Too much detail on each page. Fonts were too small and hard to read.
Anonymous
()
This was a good start. I would love examples of this is what kind of metrics are typically useful or how where to start with actual reports/data.
Daniel Malby
(Director of Finance & Administration at Riviera )
Good thoughts around business intel and forecasting. My goal now is to build my framework for forecasting KPIs.
Anonymous
(VP, Finance)
Good session - it would've been helpful to include how the FP&A function varies by company/department size.
Paul Whatley
(Lead IT Auditor at Gulfport Energy)
Very good overview of the FP&A function and how it is ideally integrated into an organization.
Anonymous
()
Very good course. The video makes it better than just reading a long text document.
Anonymous
(FP&A Manager)
great wholistic view of the FP&A world. Love this course and the framework.
Anonymous
(Vice President of Technical Accounting)
Good focus on assessing company, processes and people.
Anonymous
(Transaction Advisory)
Good intro course to the basics of the FP&A function.
Tracey Bertolina
(Controller at Individual)
Interesting course for evaluating your FP&A function.
Anonymous
(CFO)
I think the course was very thorough and informative
Anonymous
(-)
Covers most key areas
Tim Philips
(Controller at Self)
Good overview
Anonymous
(Chief Financial Officer)
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Prerequisites
Course Complexity: Intermediate
Prerequisite: Finance leadership experience
Advanced Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Jim RobertsonTechnology Finance
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