FP & A Trends – 2023 1 Credit
Learning mode
What are the top trends impacting FP&A
teams in 2023?
The
last several years have had many challenges impacting financial planning and
analysis teams. As we move into a new
year, Finance teams will be looking to get ahead of upcoming trends that will
impact their forecasts, businesses, and teams.
Delivering
accurate forecasts in an ever-changing business environment while looking to
expand technology and streamline processes.
Human capital and labor challenges continue to impact both the business
and FP&A teams as demand continues for high-performing talent. The economy and business environment continue
to change and create new forces that impact forecasting and business
partnering.
This online CPE webinar will take a deeper
dive into the Top 2023 trends impacting FP&A and the information presented
through this course will help you navigate the coming year and proactively plan
for impact.
These
trends have been identified through research, analysis, and experience and will
encompass the macro environment as well as technology and automation. Some trends are continuations of trends from
previous years, while others are emerging. Trend categories include economic
environment, technology, human capital retention, and processes.
This CPE webinar will answer the following questions:
Join this CPE Finance webinar to understand the Top 2023 Trends
impacting FP&A, identify which trends could impact your business and
Finance team, and understand the long-term impacts of these trends.
Enter your qualification details to ensure this course is counted toward your compliance.
Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Kristina Bow is Senior Director of FP&A for Landmark
Health where she leads the corporate financial planning and analysis team. She is responsible for all budgeting and
forecasting for the business and leads a remote team of 12.
Landmark Health is a leader in at home care working to
change healthcare for complex and chronic patients. Landmark Health is part of the Optum at Home
segment of Optum Health a United Health Group company.
She has spent her career in FP&A starting as an
Analyst. She has a BS in Finance, an MBA
in Leadership, and is a Certified Management Accountant (CMA).
Kristina has held numerous volunteer leadership Board of
Directors positions at the local chapter and national level for Finance and
Women’s Leadership organizations, including former National Chair of the Board
of Directors for the National Association of Women MBA’s, President of the
Nashville Chapter of the Institute of Management Accountants, and board member
for the Nashville Chapter of Women in Financial Services (WIFS).
She is passionate about women and diversity in Finance.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CA
Great course on FP&A trends!
CB
Well done!
Dec 12, 09:00 AM ET
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