🗓️ Date: October 19 & 20, 2023
📍 Location: Boston

What is FP&A Summit? 🤔

Great ideas don't happen in a vacuum!

Our summit invites you to step out of your daily job and spark your inspiration.

With curated discussion panels and actionable keynotes, you're sure to return with a fresh perspective to unlocking strategic insights for business success.


Speakers Highlights. 🧠

The people-based approach to system implementation/change management

Perry Loud is an experienced Finance and Operations leader with a wealth of knowledge in strategic financial management and data-driven decision-making. With over 15 years in FP&A, Perry has established a reputation for delivering insightful financial analysis and driving organizational efficiency.

Panel discussion: How AI and machine learning are changing FP&A

Over Wendy’s career, she has gained experience with the global operations of top corporations through the lens of her leadership roles in Finance. Her perspective has been from her roles as CFO, VP FP&A, and VP Integrated Business Planning (IBP).

At Medtronic, Wendy has led global teams to transform processes and standardize across functions and groups to achieve efficiencies and rapid access to analytics and insights for decision-making.

Panel discussion: Building an FP&A function - team and organization structure

Ben Shaw has 30 years of experience working in and with technology-based companies as a finance executive, investment banker, strategy consultant, investor and engineer. He is currently the CFO of Vantem Global, a provider of next-generation net-zero modular homes.

Before joining Vantem, Ben was the VP of Finance Strategy for SmartLabs where he was responsible for corporate finance, financial planning, strategy and M&A. Prior to SmartLabs, Ben was the Director of Global Finance at the Cambridge Innovation Center and was the co-founder of a photonics start-up commercializing a revolutionary form of material structure invented at Princeton University.


Agenda highlights. 🔥

➡️ Best practices for scenario planning in finance.
➡️ Managing resistance to change and navigating interactions with the C-suite.
➡️ Is it time to move from FP&A to xP&A and what is the impact for modern finance teams?
➡️ Breaking into FP&A: Strategies for launching a FP&A career path.
➡️ Identifying and managing financial risks.
➡️ Transforming financial data into compelling stories that inspire action and change.
➡️ FP&A technology and AI in FP&A: Excel vs new technology solutions.


Harness the power of in-person events, form genuine connections, and gain valuable insights to elevate both your professional development and your organization's growth.