FP&A FORUM PLANNING TASK FORCE

The full agenda of educational sessions at the 2025 AFP FP&A Forum is selected by a group of your practitioner peers. This ensures that the content is unbiased, relevant and useful to you, the finance practitioner.

Check out some of their feedback on the event line-up:

Lisa

Lisa Bartko

Senior Finance Manager
Uline

"I appreciate how the AFP FP&A Forum offers sessions for all skill levels. Whether you want to master sales modeling in Excel, enhance your reporting with Power BI, or discover how AI can revolutionize forecasting, there's something for everyone. It's a fantastic opportunity to learn how to optimize current applications and explore innovative tools that challenge us to improve our processes and accuracy."

Marcus

Marcus Gadson, FPAC, CTP

Sr. Finance Director
Wellpath

Sessions I'm looking forward to:

  • FP&A and Accounting: Oil & Water, Peanut Butter & Jelly, or Somewhere In Between - Many departments are forced to do more with less. The relationship between FP&A and accounting can significantly impact how other departments absorb and respond to financial information.
  • It’s Not About You: Be the Leader Your Team Wants to Follow - There's a fine line between holding other departments accountable, and blaming them for poor performance. Leadership is a lost art in an environment where investors are impacting performance targets. 

 

Ashley

Ashley Merritt, FPAC

R&D Portfolio Manager
W.L. Gore & Associates Inc.

Sessions I'm looking forward to:

  • Real World Application of AI in FP&A – Sharing knowledge is why we attend, learning other applications of AI is a powerful thing to take home to the team.
  • Agile Mindset: Transforming FP&A Teams for the Future – Mature organizations get stagnate in their thought processes. Tips for preventing this can help teams embrace the wealth of productivity tools that are now available

Alina

Alina Traistaru

Director of Finance
Invicro