May 22-23, 2017
Atlanta, GA

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Download the 2017 Agenda

May 22-23, 2017 | Atlanta, GAThe forum has been designed to help shine light on the various tools, strategies and methodologies leading-edge FP&A leaders are utilizing to transform the function into a high-impact, strategic partner to the business.Featured speakers include:< ...

Sponsorship enquiry

Sponsorship Prospectus

Take a look at the sponsorship prospectus to get all the information you need regarding sponsoring this event! If you would like to request a copy sent to you directly, please email Stephen.Aponte@iqpc.com 

Additional Content Download

Interactive - 21 FP&A Statistics Guaranteed to Ruin Your Day

FP&A is fraught with pitfalls. Despite the advances made, such as rolling forecasts, problems continue to plague the space, from the C-Suite to IT to new talent. We’ve rounded up an interactive sample of statistics to paint a picture of the industry in advance of the summit.

Six Keys to Powerful FP&A Leadership

We interviewed summit speaker Unnati Gupta, Strategic Pricing Leader at the Bank of Montreal - Transportation Finance, about some of the most important lesson's she's learned over the course of her career. Apply these in your work if you're aspiring to a leadership position in FP&A.

How to Achieve Global Finance Transformation - the Johnson and Johnson Story

Past speaker Michael Polaha – Senior Finance Director, Enterprise Finance Solution Integration Leader at Johnson & Johnson, discusses the Johnson & Johnson finance transformation story, including early mobilization, technology enablement, transformation refinement, and more!

Anticipated Attendee Snapshot

VPs of FP&A, financial analysts, and other industry specialists are already signing up to attend the summit. Check out this document to get an inkling of who you might run into on the show floor.

Top 3 Factors to FP&A Success

While the role of FP&A and its organizational structure can vary by industry and company maturity, it should fit with the way leaders make decisions. The key is for the function to provide the services to match and anticipate the particular organization’s needs. As part of your duties, you’re used...

The Keys to Your Corner Office

We think it's high time you had your own corner office. We've pulled the key takeaways out of the interview we conducted with Unnati Gupta about becoming an effective leader, and composed them in this shareable infographic. Just don't share it with too many people - there is a limited...

Boss Letter

Present your boss with this customizable letter detailing the reasons why you should attend the upcoming FP&A Transformation Forum this May in Atlanta, and you'll be sure to receive permission to join us.

Latest Trends in Financial Planning & Analysis

In order to deliver a competitive advantage to a company, modern FP&A functions need to be flexible and dynamic, be based on sophisticated analytics, examine life-time values of the products, and encourage business partnering. This significant change in the role of FP&A function requires big cultural shift and modern change...

How to Coordinate Transformation Cross-Functionally to Become One Finance Organization

Past speaker Ryan Shortreed, VP Finance Transformation at PAREXEL, goes into the partnership gap and capability gap, transforming your operating models, strong cross-functional governance, and more.

21 FP&A Statistics Guaranteed to Ruin Your Day

FP&A is fraught with pitfalls. Despite the advances made, such as rolling forecasts, problems continue to plague the space, from the C-Suite to IT to new talent. We’ve rounded up a sample of statistics to paint a picture of the industry in advance of the summit.

The Hackett Group: Companies Must Transform EPM To Support Innovation-Based Growth

With companies now focusing on innovation as a core strategy to deliver revenue growth and margin improvements,  Financial Planning & Analysis (FP&A) organizations need to rise to the challenge and pursue broad transformation in Enterprise Performance Management (EPM) and business intelligence, according to 2014 EPM Key Issues research from The...

Top 10 Reasons Transformations Succeed

In this custom infographic, we share the 10 most important reasons that transformations succeed: Executive Sponsorship, Strong Communication, Change Management, and more!

Registration Form

Speed up your attendance! Complete this registration form and email it to enquiryiqpc@iqpc.com.

General Mills Finance BPM Journey

Laurie Brown, Senior Finance Director of IBP and Business Performance Management at General Mills, discusses FP&A transformation, specifically moving from governance to guidance. View his presentation from last year's executive forum here.

Operating Systems Transformation

Emmanuel Caprais, Vice President – Strategic & Financial Planning at ITT Inc., discusses leveraging FP&A across a multi-industrial organization. View his presentation from last year's executive forum here.

GE Digital

Jason Chukel, Global FP&A Leader at GE Digital, discusses instilling a culture of financial rigor while supporting a once in a generation business transformation. View his presentation from last year's executive forum here.

Speaker Spotlight: Coca-Cola

Elmar Chakhtakhtinski, Senior Finance Manager, FP&A Solutions Architect, The Coca-Cola Company discusses his company's FP&A team, including how millenials are shaping the future of the team, the evolution of the FP&A function over the next 5 years and the benefits of utilizing predictive analytics.