Creating an Awesome FP&A Team

Offered By:

Transformation Area:

CPE Credits

4 Hour(s) - CPE Credit(s)


4 Hour(s)




Finance teams often find themselves isolated from the rest of the business, both in terms of exchanging information and being seen as barrier to progress and agility.  This can come at a real cost, showing up as disengaged staff, who are less productive, with increased absenteeism and turnover – not to mention high stress levels and endless frowns depressing the work environment.  Freeing up your team to innovate and focus on high-value work will reinvigorate them and result in significantly higher engagement, drive ongoing improvements in productivity, morale, and job satisfaction, which in turn will lead to more creativity and out-of-the-box thinking.  And it does not have to cost a fortune.

Learn about how innovation, out-of-the-box thinking, continuous learning, and having some fun at work can transform a department of financial analysts and managers into an awesome FP&A team, that delivers on adding value, flexibility, and responsiveness.


While specific roles on the FP&A team differ depending on your industry and specific organizational approach, there are many commonalities. This workshop includes these key areas:

  • Reviewing advanced approaches to planning and analysis
  • Exploring how to become effective business partners.
  • Examining how to develop key team roles such as project management, financial modeling, data management, systems support, and analytical approaches.
  • Evaluating what is needed to become effective change agents.
No Current Dates Scheduled
Currently there are no upcoming dates scheduled for this event. Sign up below to receive notification of when this course is scheduled again. In the meantime, we invite you to view all of our courses to see additional professional education programs offered by the Center.


September 16, 2021


10:00 am - 2:00 pm