Next Cohorts (US & EMEA) Start:
19th September 2023
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Hosted By
Catherine Marks
Catherine led the O2 FP&A team through its merger with Virgin Media.
Christian Wattig
Christian has 12 years of FP&A leadership experience at P&G, Unilever.
Enroll onto the next Cohort Now
$1295 / £995 / €1150
Your investment is 100% risk-free
If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.
US Cohort
Starts 19th September
$
1295
-
Module 1: Tuesday 19 September 12 - 2 pm EST
-
Module 2: Thursday 21 September 12 - 2 pm EST
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Module 3: Friday 22 September 12 - 1 pm EST
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Module 4: Tuesday 26 September 12 - 2 pm EST
-
Optional Q&A: Friday 29 September 12 - 1 pm EST
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Optional Q&A Tuesday 3 October 12 - 2 pm EST
EMEA Cohort
Starts 19th September
£
995
-
Module 1: Tuesday 19 September 10 - 12 pm BST
-
Module 2: Thursday 21 September 10 - 12 pm BST
-
Module 3: Tuesday 26 September 10 - 12 pm BST
-
Module 4: Thursday 28 September 10 - 12 pm BST
-
Optional Q&A Friday 29 September 10 - 11 am BST
Financial Planning & Analysis Course Overview
Why do financial planning & analysis teams fail to deliver their full potential and miss out on vital opportunities to drive business value?
We often hear that there is too much focus on process and not enough on the ‘so what’ when it comes to FP&A teams.
The result? Teams fail to recognise powerful insights about their business that they can use to make better decisions and move the business forward.
That’s why we have created the Financial Planning & Analysis Course.
The Financial Planning & Analysis Course will help your finance team to identify objectives from a broad stakeholder perspective and create effective visualizations. By developing a “why, how and so what” mindset, your team will be able to better understand their business and make better decisions to move your business forward.
Build Trusted Relationships & Understand Modeling Best Practices
This course will also help your team to build trusted relationships with their business partners and other stakeholders. Your team will learn modeling best practices and the benefits of machine learning, as well as how to lead a budget process with confidence. With these new skills, your team will be able to elevate the role of finance within your organization by empowering your business with valuable insights.
Tried & Tested by Participants
Our FP&A course has already been tried and tested by hundreds of finance teams – helping them bring powerful insights to stakeholders. Don’t miss this incredible opportunity to transform your FP&A team!
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.
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 create powerful visualizations
- Embed a “why, how and so what” mindset and feel confident about 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 of machine learning, and understand key concepts
- Feel confident leading a budget process and understanding effective planning
- Elevate the role of finance and empower your business with insight
Tools Your Team Will Learn on the FP&A Course
Our course goes well beyond text-book learning and embraces the dynamic reality of FP&A, acknowledging that there’s no one-size-fits-all approach to this.
Experience shows that the best way to develop is through active learning, led by experienced and inspirational course facilitators, and relevant peers who generously share real-life stories. We empower FP&A professionals with practical, real-world strategies to excel in their roles and drive unparalleled success.
We share tools and techniques that other companies use to embed best practices, and practical ways to apply these within your business through powerful case studies, role plays, and breakout discussions.
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.
Course Reviews
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.
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.
Previous
Next
An Illustrative Timetable
WORKSHOP 1
FINANCIAL STORYTELLING
Tuesday 19 September
EMEA: 10am-12pm BST
US: 12pm – 2pm EST
Create reports and deliver financial presentations that inspire action: visualize your financials effectively, tell the story of your business and make it stick.
WORKSHOP 2
BUSINESS PARTNERING
Thursday 21 September
EMEA: 10am-12pm BST
US: 12pm – 2pm EST
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.
WORKSHOP 3
FINANCIAL MODELING
EMEA: Tuesday 26 September
10am-12pm BST
US: Friday 22 September
12pm-1pm EST
Sharpen your financial modeling skills: understand which model is relevant for your business case, and learn best practices for building optimized models
WORKSHOP 4
BUDGETING & FORECASTING
Thursday 28 September
10am-12pm BST
US: Tuesday 26 September
12pm-2pm EST
Master the art and science of budgeting and forecasting: successfully navigate budget phases, learn best practices and forecasting techniques
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.
Meet the FP&A Course Facilitators
Catherine Marks
Lead Facilitator
UK, Europe, Middle East and Africa
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.
Our US course is delivered alongside our partner, FP&A Prep
Benchmark FP&A Skills in Just 15 Minutes!
Our unique Financial Planning and Analysis Competency Framework is designed to measure FP&A skills against finance professionals across nine core competencies.
Once completed, one will have instant access to a free personalized report highlighting the current position and offering actionable steps to enhance FP&A skills.
US Cohort
Starts 19th September
$
1295
-
Module 1: Tuesday 19 September 12 - 2 pm EST
-
Module 2: Thursday 21 September 12 - 2 pm EST
-
Module 3: Friday 22 September 12 - 1 pm EST
-
Module 4: Tuesday 26 September 12 - 2 pm EST
-
Optional Q&A Friday 29 September 12 - 1 pm EST
-
Optional Q&A Tuesday 3 October 12 - 2 pm EST
EMEA Cohort
Starts 19th September
£
995
-
Module 1: Tuesday 19 September 10 - 12 pm BST
-
Module 2: Thursday 21 September 10 - 12 pm BST
-
Module 3: Tuesday 26 September 10 - 12 pm BST
-
Module 4: Thursday 28 September 10 - 12 pm BST
-
Optional Q&A Friday 29 September 10 - 11 am BST
Your investment is 100% risk-free
If you attend the sessions, actively participate, and still don’t find the course valuable, we’ll happily refund your full payment until 7 days after the end of the course.
Buy with confidence
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