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In this course we discuss the key elements (company, processes and systems, and FP&A team) that help you develop a plan for moving your FP&A organization forward. 

The first case study walks us through the thinking behind creating an FP&A function from the ground up, using the above elements in the internal and external contexts unique to a company.  The second case study presents an approach to building a roadmap for an existing FP&A team to move it and the company towards world class capability.  Finally, we discuss several practical considerations regarding change management and the way forward for your plan for FP&A.

Learning Objectives

  • Identify the three key criteria used to create an organizational plan for the FP&A function.
  • Define the two critical elements in an organizational plan for FP&A that provides the guiding principles for a multi-year plan.
  • Discover how to overcome organizational resistance to changes that a plan for changing the FP&A function may require to be successful.

 

 

 

Last updated/reviewed: October 22, 2018

16 Reviews (44 ratings)Reviews

3
Member's Profile
Some weird audio issues where the presenter would repeat the same idea/concept multiple times as if he were doing "takes" but never edited them out. Otherwise, a decent overview course. Would have like to see more meat here though. <div class="italic orange margin-top-20">We have edited the course videos to correct the audio issue. Thank you for letting us know about the problem! &mdash; Proformative Editor</div>
4
Member's Profile
Content was strong but I found the volume of information on the slides distracting. I would have liked the presentation to be longer to get at some of that information even more or else keep it higher level for the same 1 hour and have the detailed slides available as an appendix to the presentation.
5
Anonymous Author
The 2 case studies were particularly helpful (building a new FP&A function and moving an existing one towards world class). Regardless of the stage of your FP&A organization, there were take aways from both case studies that can be applied to any organization.
4
Anonymous Author
This is a well-structured and logical approach to setting an optimal structure, objectives and responsibilities for a FP&A function. The methodology and principles are fairly standard in terms of they could apply to companies in a variety of industries.
2
Member's Profile
The video's visibility was out of focus, the material got a little off topic, I was expecting more detail on how to build an FP&A org, I felt like the material presented got a little off topic
4
Member's Profile
Great overview of the strategic planning process and linkages throughout the planning and budgeting processes. Too much detail on each page. Fonts were too small and hard to read.
4
Member's Profile
Good thoughts around business intel and forecasting. My goal now is to build my framework for forecasting KPIs.
4
Anonymous Author
Good session - it would've been helpful to include how the FP&A function varies by company/department size.
5
Member's Profile
Very good overview of the FP&A function and how it is ideally integrated into an organization.
5
Anonymous Author
great wholistic view of the FP&A world. Love this course and the framework.
4
Anonymous Author
Good focus on assessing company, processes and people.
5
Member's Profile
Interesting course for evaluating your FP&A function.
5
Anonymous Author
I think the course was very thorough and informative
5
Anonymous Author
Covers most key areas
4
Member's Profile
Good overview
5
Anonymous Author
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Prerequisites

Course Complexity: Intermediate

Prerequisite: Finance leadership experience

 

Advanced Preparation: None

 

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
Building the Organization
  11:47FP&A Design Considerations
  11:10Creating an FP&A Function
  12:54Driving FP&A Towards World Class
CONCLUSION
  7:07Making It Happen
Continuous Play
  43:31Building a World Class FP&A Organization
SUPPORTING MATERIALS
  PDFSlides: Building a World Class FP&A Organization
  PDFBuilding a World Class FP&A Organization Glossary/Index
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM