The Future of FP&A

The future of FP&A is being shaped by rapid shifts in technology, data capabilities, and business expectations. This course prepares finance professionals to lead through this transformation—equipping them with the tools, mindset, and strategic perspective needed to evolve from number crunchers to value creators.

Participants will explore the emerging role of FP&A as a driver of agility, innovation, and forward-looking decision-making. From AI-powered forecasting to real-time planning and strategic business partnering, this course highlights the capabilities that will define high-impact FP&A teams in the years ahead.

Learn about the skills, technologies, and structures that will redefine FP&A, including the shift from static planning to continuous, insight-led performance management.

You’re welcome to join just this workshop, but for a deeper dive, we recommend registering for the full program.

Course Testimonials

Setting up a new FP&A team in a fast-paced business, the FP&A bootcamp was a great way to get everyone on the same page as quickly as possible. We loved Catherine's teaching style and the interactive format of the course. The team took examples from the very first workshop and immediately put them into practice. It sparked such debate in the team that we almost have too many new ideas! A nice problem to have... Thanks Catherine and GrowCFO!

This is both a good refresher for seasoned professionals and a good introduction for individuals with less experience. Time went by very fast as it was an enjoyable course.

The course takes you through a practical approach to FP&A and you walk away with ideas and strategies you can begin to utilize in your business right away.

If you are new to FP&A or have been doing it for years, this is a great course to ensure you are on the correct path. The time commitment isn’t so much that you take too much time away from work, but enough that you feel you are getting plenty of resources to take back to your job.

The courses were very comprehensive and out team learned a lot from them. The breakout groups were both fun and engaging, and the trainers were excellent, bringing impressive first-hand experience in solving these real-world challenges.

This course was fantastic! It was the perfect refresher I needed to start a new job in FP&A. I thoroughly enjoyed the Zoom class sessions along with the exercises that we did in class.

I recommend this to everyone who is interested in understanding FP&A. I’m transitioning to an FP&A role and this course helped me get a jumpstart to prepare myself with the skills required to succeed.

Course Overview

What we Cover:

Financial Storytelling
Finance Business Partnering
Financial Modeling
Planning & Forecasting

The Challenges:

Adapting to fast-changing business dynamics
Harnessing emerging technologies (AI, automation, advanced analytics)
Moving from backward-looking reports to forward-focused insight
Shifting from control to collaboration
Building a finance team equipped for strategic impact

The Barriers:

Outdated planning systems and rigid processes
Low digital maturity in FP&A teams
Siloed data and fragmented reporting
Skill gaps in analytics, influence, and agility
Cultural resistance to change

Learning Objectives:

By completing this course, participants will:

Understand the evolving role of FP&A in modern organizations
Identify key trends reshaping finance—including AI, automation, and real-time data
Learn how to reposition FP&A as a driver of strategic value
Develop an action plan for upskilling and transforming your FP&A function
Build greater agility into forecasting, planning, and decision support

Business Benefits:

A future-ready FP&A team with strategic capabilities
Increased efficiency through automation and AI
Better-informed and faster business decisions
Stronger influence of finance in cross-functional strategy
Scalable planning and reporting processes

Course Facilitator

Catherine Marks

Facilitator

Catherine led the O2 FP&A team through its merger with Virgin Media.

Prerequisites: Must have a basic understanding of FP&A

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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