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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.

 

 

 

16 Reviews (42 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.
We have edited the course videos to correct the audio issue. Thank you for letting us know about the problem! — Proformative Editor
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
Member's Profile
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