Transform Your FP&A Team with the Financial Planning & Analysis Course
- CPD Hours / CPE Credits: 8
- Delivery: Virtual Or In-Person
- Facilitators: Catherine Marks & Christian Wattig
FACILITATOR
Catherine Marks
Catherine led the O2 FP&A team through its merger with Virgin Media.
FACILITATOR
Christian Wattig
Christian has 12 years of FP&A leadership experience at P&G, Unilever.
Financial Planning & Analysis Course Overview:
WORKSHOP 1
FINANCIAL STORYTELLING
WORKSHOP 2
BUSINESS PARTNERING
WORKSHOP 3
FINANCIAL MODELING
WORKSHOP 4
BUDGETING AND FORECASTING
Learning Outcomes
Course Reviews
Who the FP&A course is for
Ambitious FP&A Professionals:
This program is ideal for Financial Planning & Analysis Professionals who aspire to refine their skills.
Progressive Finance Teams:
The course is perfect for organizations aiming to deepen their team’s comprehension of FP&A, thereby nurturing a culture of keen financial insight and strategic decision-making.
Forward-Thinking Finance Leaders:
Great for finance leaders wanting to hone their FP&A skills, propeling their organization’s growth through informed and solid financial strategies.
Meet Your Course Facilitators
Catherine Marks
Finance Team Training Director
UK, Europe, Middle East and Africa
Catherine is an ICAEW FCA qualified at Deloitte, with twenty years finance and M&A experience in the TMT and financial services industries in the UK, Europe and the US.
She led both large and small finance teams and is the former Vice President / Finance Director of Depop, and led the O2 FP&A team through its merger with Virgin Media.
Her career has had a strong emphasis on business change and storytelling, having advised multiple executive teams on successful exit processes and finance integrations
Christian Wattig
Lead Facilitator
North America
Christian is a seasoned FP&A leader with 12+ years of experience at multinational consumer goods giants and fast-growing tech startups.
As the Founder and Managing Director of FP&A Prep, he dedicated himself to educating finance business leaders in essential FP&A skills.
Christian holds an MBA with a specialization in Strategy and Change Management from NYU Stern School of Business.
Course Content
WORKSHOP 1
FINANCIAL STORYTELLING
Create reports and deliver financial presentations that inspire action: visualize your financials effectively, tell the story of your business and make it stick.
Field of Study:
Management Services 2 CPE Credits (2 CPD Hours)
WORKSHOP 2
BUSINESS PARTNERING
Take your business partnering skills to the next level: start the flywheel of effective business partnering, build trusted relationships and create budget discipline without policing.
Field of Study:
Management Services 2 CPE Credits (2 CPD Hours)
WORKSHOP 3
FINANCIAL MODELING
Sharpen your financial modeling skills: understand which model is relevant for your business case, and learn best practices for building optimized models.
Field of Study:
Management Services 2 CPE Credits (2 CPD Hours)
WORKSHOP 4
BUDGETING & FORECASTING
Master the art and science of budgeting and forecasting: successfully navigate budget phases, learn best practices and forecasting techniques.
Field of Study:
Management Services 2 CPE Credits (2 CPD Hours)
Bonus - On Demand
THE ART & SCIENCE OF FORECASTING
Additional video lessons with further deep dives, including headcount forecasting, cash flow forecasting, metric selection, forecasting for early stage companies, and more.
Trusted and Accredited
Tools Your Team Will Learn on the FP&A Course
Poor vs Effective Reporting
Our real life examples bring focus on Signal vs Noise, Insights vs Raw Data, Lagging vs Leading Indicators. We reflect on the pros and cons of one-pagers vs slides.
Delivering Impactful Presentations
A framework employed by consultants to make their ideas stick. Be remembered and plant the seeds for driving change.
Emotional Bank Accounts
Establish a foundation of trust through this proactive approach based on a concept introduced by Stephen R. Covey.
Effective Modeling
Learn how to optimize your models for success with interactive examples, templates and cheat sheets to take away.
Visualizations
An interactive session to help you match the right visualization with the story you are trying to tell.
Successful Teams
Discover what Google learned in its quest to build the perfect team - insight from two years of study across 180 teams.
GROW Framework
Learn how to add value to any conversation, even if you are not the expert or are the most junior person in the room.
Effective Planning
Consider the pros and cons of different planning techniques with real life examples, and a framework for annual budgeting.
After completing the FP&A course, your team will…
- Reflect on the objectives of reporting from a broad stakeholder perspective
- Understand poor vs effective reporting and be able to create powerful visualizations
- Embed a “Why, how and so what?” mindset and feel confident delivering impactful presentations
- Build trusted relationships with their business partners and other stakeholders
- Add value to business discussions even when they are not the expert
- Understand modeling best practices and how to approach scenarios and sensitivities
- Reflect on the benefits and limitations of machine learning, and understand key concepts
- Feel confident leading a budget process and understanding effective planning
Case Studies
Case study title number 1
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Course title: Lorem ipsum
LEARN MORE
Case study title number 2
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Course title: Lorem ipsum
LEARN MORE
Case study title number 3
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.
Course title: Lorem ipsum
LEARN MORE
Speak to Catherine Today to
Book Your Team on this Course
Speak to Catherine Today to Book Your Team on this Course
Book a call with Catherine, our course facilitators to discuss your requirements and book your training.
Catherine Marks
Finance Team Training Director
