Dec 12, 2014 11:00am PST - Dec 13, 2014 11:59am PST

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
After attending this event you will be able to:
Identify key components of the gap in what your company’s FP&A function is today and what it needs to be for your company
Build the value proposition for upgrading the FP& function at your company and understand how to get buy-in across departments at your company
Fortify or establish the foundation of an FP&A framework that supports business agility for your company