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Global Financial Markets Intelligence

Global Financial Markets Intelligence

FP&A for Today & Tomorrow

A structured online course delivered live over 4 three hour daily modules

1-4 Feb 2019
Online, United States of America

Why You Should Attend

FP&A for Today & Tomorrow

How will you benefit?

As organizations around the globe continue to adjust to economic uncertainties, the need for experienced FP&A professionals in the corporate environment has steadily increased over the past several years. As a result, many firms are seeking the most qualified individuals to analyze trends and manage the financial future of their organization.The technology that financial planners have cried out for over the past decade is finally becoming a reality, and as such professionals need to acquaint themselves with the possibilities that have now arisen for them. Along with this, however, will come a renewed focus on data, both the quality and organization of this and the connectivity of it across the business. This should better enable firms to make financial plans in the immediate term, rather than having to wait extended periods of time to be able to draw actionable conclusions from data. This course will cover not only the latest technology, but also how it should fit into a successful FP&A function.

  • Identify specific opportunities to increase the strategic value offered by the FP&A function at your company
  • Learn how to manage FP&A projects and align people, process and right-size the technology to deliver the FP&A services
  • Learn how to build and refine models, effective analysis of data and aptly use them in the planning process
  • Learn how to leverage Business Intelligence (BI), Corporate Performance Management (CPM), Excel, and ERP systems to deliver a best in class FP&A function at your company
  • Learn current state of the FP&A profession
  • Learn where the discipline may be headed

About your expert trainer:

In addition to Brianís robust consulting and advisory practice, he is available as a public speaker addressing many of the most topical issues facing Treasury and FP&A professionals today. He has spoken all over the world to audiences both large and small. He also writes on a regular basis.

Brian Kalish is passionately committed to building and connecting the global FP&A community. He continues to host FP&A Roundtable meetings in North America, Europe, Asia and South America.

He has over 25 years experience in Finance, FP&A, Treasury and Investor Relations. Prior to joining AFP, he held a number of treasury and finance positions with the FHLB, Washington Mutual/JP Morgan, NRUCFC, Fifth Third and Fannie Mae.

Brian attended Georgia Tech, in Atlanta, GA for his undergraduate studies and the Pamplin College of Business at Virginia Tech for his graduate work. In 2014, Brian was awarded the Global Certified Corporate FP&A Professional designation.

Pre-course questionnaire:

A detailed questionnaire will be sent to all course participants to establish exactly where the group training needs lie. The completed forms will be analyzed by the course leader/trainer and followed by telephone if further clarification is required. As a result we can guarantee that the course is pitched at exactly the right level and that the issues that you regard as relevant are addressed. The course material will reflect these issues and will enable you to digest the subject matter after the event in your own time.

Who should attend?

Heads of:



Financial Planning

Financial Controllers


Why Choose GFMI marcus evans?

marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

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Event Contact

For all enquiries regarding speaking, sponsoring and attending this conference contact:

Kamelia S. Simeonova

101 Finsbury Pavement
London EC2A 1RS

0044 20 3002 3172
Email: kamelias@marcusevansuk.com