Personal & Team Effectiveness Learning Week

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FP&A is a trusted advisor to the business, based on credibility, partnership, and communication. The Personal and Team Effectiveness Learning Week showcases Live Webinars and On-Demand Sessions revolving around these ideas.

This FinNext Learning Week is sponsored by:
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Learn more about Vena's offerings here.

Live Webinars

On-Demand

The CXO Perspective: Career Pathing That Leverages FP&A Talent

Pitfalls in Partnership

The Power of a Diverse FP&A Team
From Numbers Geek to Compelling Influencer

Chart Your Course to Effective Leadership

Live Webinars

The CXO Perspective: Career Pathing That Leverages FP&A Talent

Credits: 1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE in the Personal Development Field of Study
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.

Learning Objectives:

  • Learn how to leverage your FP&A skills into new roles
  • Identify the key non-FP&A skills that can help you reach leadership roles

Emmanuel Caprais
Group Chief Financial Officer
ITT Inc.

Bryan Lapidus, FP&A
Director, FP&A Practice
AFP

Raja Ramachandran, FP&A, CTP
Global Business Development Manager
Alliance One International

Jose Ruiz
CEO & Managing Partner
Alder Koten

Gabriel Zubizarreta
CEO
Silicon Valley Accountants

This webinar took place on Monday, April 20.

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Pitfalls in Partnership

Credits: 1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE in the Business Management & Organization Field of Study
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common challenges in our attempts to be a good partner. This session shares several practitioner examples of good intentions gone wrong, and how the individuals and companies recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.

Learning Objectives:

  • Learn when to share and when to withhold information from your business partner
  • Learn about the differences between managing for cost and managing for value

Eric Ellis
Vice President Finance & Strategy
National Restaurant Association

Matti Kilpelainen
Director of Finance
Cloacina

Michael Olson
Consultant - Strategic Analysis
American Century Investments

Michael Powers
Senior Manager, Treasury & Risk
Abt Associates Inc.

Anne Marie Witmer, FP&A
Director, FP&A
HDT Global

This webinar took place on Wednesday, April 22.

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The Power of a Diverse FP&A Team

Credits: 1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE in the Business Management & Organization Field of Study
The world is globalizing, and organizations need to ensure they are evolving to keep pace. Building a diverse workforce pays dividends for both finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.

Learning Objectives:

  • Understand the value of having diversity in FP&A
  • Takeaway tips from various  perspectives on how to better incorporate and support diversity in FP&A

Michael High, FP&A
GM Finance - US Gulf of Mexico DW
Shell

Meredith Jones
Principal Cloud Economist
Amazon Web Services

Robyn Pollack
Managing Director
Achievenext

Geetanjali Tandon
Senior Director, Financial Planning & Analysis
Centralsquare

Gaileon Thompson, CTP, FP&A
Vice President of Finance
Conifer Health Solutions

This webinar took place on Thursday, April 23.

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On-Demand Sessions

From Numbers Geek to Compelling Influencer

Credits: 0.6 CTP/CCM | 0.6 FP&A
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.

Consulting Skills Improvement Plan Template

Jake Maliszewski
Financial Senior Analyst
American Family Insurance

Douglas Stoffels, FP&A
Financial Analysis Manager
American Family Insurance

Members: Complimentary     Non-AFP Members: $100

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Chart Your Course to Effective Leadership

Credits: 0.6 CTP/CCM | 0.6 FP&A
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.

Jennifer Donahue
President
JL Donahue Engineering, Inc

Members: Complimentary     Non-AFP Members: $100

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Thanks again to this week's sponsor, Vena. Watch the video below to learn more about their offerings.