FP&A Essentials

The financial planning and analysis profession has experienced rapid growth over the past decade, and there is a significant amount of knowledge required to perform at the highest level. Finance professionals who are able to transform data into actionable knowledge are in demand. In this five-part course, explore key topics in FP&A that will help you excel in your job and drive the organization’s future growth.

AGENDA TOPICS

  • FP&A’s overall connection to strategy, organization, development and industry
  • Planning and analysis of budget, risk and opportunity
  • Building financial projects, forecasting and statement projections
  • Worksheets and worksheet functions

COURSE LENGTH

Five 2 Hour Virtual Sessions or One and a Half Day In-Person

LEARNING OBJECTIVES

  • Address the way the strategic value proposition interacts with the specifics of the organization
  • Learn about the factors that influence product demand and pricing, types of cost, cost allocation and cost-volume-profit analysis
  • Determine crucial aspects and analyze information
  • Discover what is needed to assemble data and build forecasts that drive the various functions in an organization
  • Learn how to interpret and use financial projections
  • Review best practices and understand how to use relative, absolute and mixed references

The New Analyst: Essential Skills and Goals for New Corporate Finance Professionals

This interactive course serves as a first step in on-the-job training for new analysts. Participants start with an introduction to the ins and outs of FP&A, and gain skills they can immediately apply to their new position. 

AGENDA TOPICS

  • Tips for starting out in your FP&A role
  • Managerial accounting
  • Understanding technical tools and financial projections
  • Valuing projections
  • Risk management analysis

COURSE LENGTH

Three 2 Hour Virtual Sessions or One Full Day In-Person

LEARNING OBJECTIVES

  • Understand the roles and responsibilities of FP&A practitioners
  • Identify key areas of professional development, especially when it comes to finance's place in data and systems
  • Learn key questions to ask a new employer regarding FP&A business partnering and your strategic role in the organization

Finance for Non-Finance Managers

Although finance and treasury have their own departments in corporations, financial acumen is a must for all parts of the business. This highly customizable seminar addresses many accounting and analysis topics. It equips managers to understand operating budgets and how their particular department fits within a company’s overall financial strategy.

AGENDA TOPICS

  • Tailoring your communication to your audience
  • Clarifying tone and attitude
  • Best practices for presenting numbers

COURSE LENGTH

Three 2-Hour Virtual Sessions or One Full Day In-Person

LEARNING OBJECTIVES

  • Understand key financial management concepts
  • Learn key financial analysis, accounting, and financial performance concepts
  • Interact with treasury and finance departments more effectively