CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Transform your finance organization: A modern approach to FP&A

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CA-UK
  • CFA
Transform your finance organization: A modern approach to FP&A

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for Chartered Accountants (UK)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Sales Tax Liabilities Of Manufacturers And Other Service Providers


Oct 19, 2021 | 04:00 PM EDT View Details

President Biden's Tax Proposals: A First Look At The Pending Storm


Oct 19, 2021 | 04:00 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory


Oct 20, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis


Oct 20, 2021 | 09:00 AM EDT View Details

Is It Time for a Development Audit?


Oct 20, 2021 | 09:00 AM EDT View Details

IFRS Fixed Assets (Property, Plant & Equipment)


Oct 20, 2021 | 09:30 AM EDT View Details

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement


Oct 20, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?


Oct 20, 2021 | 10:00 AM EDT View Details

SOX Overview

Oct 20, 2021 | 10:00 AM EDT View Details

Excel Accountant: Dynamic Arrays


Oct 20, 2021 | 10:00 AM EDT View Details

Avoid Liabilities-Perfect your Understanding of Payroll Tax Withholding


Oct 20, 2021 | 10:00 AM EDT View Details

Proper Preparation Submission & Negotiation - Offers in compromise(OIC)


Oct 20, 2021 | 10:00 AM EDT View Details

Building the Best Employee Handbook


Oct 20, 2021 | 10:00 AM EDT View Details

Powerful PowerPoint Presentations

Oct 20, 2021 | 10:00 AM EDT View Details

Key Estate Planning Considerations


Oct 20, 2021 | 10:30 AM EDT View Details

Course Description

Do you feel the month-end dread? Are manual tools and processes, stressful deadlines, and stretched resources causing you and your team headaches?

If the pandemic taught us anything, it is that financial planning and analysis (FP&A) teams need strong FP&A capabilities that allow them to test financial levers, quickly re-forecast and make data-driven decisions at speed. 

As we face increasing complexity and volatility, FP&A teams are required to adapt to deliver their objectives, influence financial health, support insightful decisions and nurture the growth of the organisation.

The modern FP&A takes an exciting path of transformation to meet the demands of modern business operating in a highly uncertain environment. Changes in the FP&A framework are mainly driven by an increasing amount of data, innovations in technology and analytical methods. 

What will it involve getting to the leading stage of FP&A Maturity? Find out in this CPE webinar as it covers the following major topics:

  • How to free up your finance team from static reporting by putting critical financial numbers directly into a data analytics environment.
  • Value of democratizing your financial data (with permissions in place), so you can empower users to effectively answer their own questions quickly.
  • How to make your financial statements (P&L, balance sheets, cash flows) more interactive, allowing users to slice and dice transactional data, track performance, and customize reports.
  • Modern budgeting approach that saves time and improves outcomes by streamlining the process and facilitating collaboration with automated workflows.
  • How to roll forecasts that more accurately reflect your business reality.
  • How to harness your financial and operational data to make timely, data-driven decisions based on key drivers for your business.

Learning Objectives

  • To explain about current financial planning and analysis challenges and what the key areas of this function will be for the future.
  • To discover the benefits of shifting from static to a more dynamic reporting approach and giving visibility of financials to a wider audience in the organization (with permissions in place). 
  • To determine how to save time and improve outcomes by facilitating better collaboration across the organization.

Who Should Attend?

  • Account Receivable Manager
  • Accountant
  • Accounting Firm
  • Accounts Payable Manager
  • Bookkeepers & Accountants & Tax Preparers
  • CEO
  • Certificate in Investment Performance Management
  • Certified Corporate FP&A Professional
  • Certified Financial Planner
  • Certified Information Technology Professionals
  • Certified Management Accountant
  • Certified Practicing Accountant
  • Certified Public Accountant
  • Certified Valuation Analysts
  • CFO/Controller
  • Chartered Accountant
  • Chartered Certified Accountant (ACCA)
  • Chartered Financial Analyst
  • Chartered Global Management Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPF Professional
  • Financial Planner AFP
  • Order to Cash Manager
  • Procure-to-Pay Manager
  • Young CPA





The webinar provided an overall excellent experience and was able to share the information it sought to deliver in a concise and well-structured manner.