- Virtual Event
Delivering strategic value from FP&A often requires a company to reimagine their financial planning and analysis processes and systems, and take a new approach to overcome their unique challenges to achieve their business and financial goals. Each company must define its own unique transformational journey, but there are three key best practices that set the stage for a successful journey, and provide the foundation for an FP&A framework that impacts shareholder value.
Join us for an in-depth case study featuring Shelter Insurance’s transformation from a static FP&A environment fueled by a technology “mule” to a dynamic, collaborative environment fueled by a technology “mustang”. Tina Workman, VP of Accounting/Assistant Treasurer, Shelter Insurance will share:
- How her team built a culture of collaboration in transforming the FP&A function at Shelter Insurance
- How they identified the right systems and provider partners to help them achieve their vision of what FP&A needed to deliver at Shelter Insurance
- Lessons learned in moving to activity-based budgeting and a rolling forecast environment
FP&A experts including Holger Mueller will discuss:
- How your FP&A team can become trusted strategic advisors to sales, marketing, human resources, and operations groups in achieving departmental goals and align their organizations with corporate objectives and strategies
- How to establish a process and culture for cross-functional collaboration in the financial planning cycle
- How to evaluate and modernize your company’s new and future processes, cross-functional collaboration, and analytics needs