Building A Top Notch Fp&A Organization

This course discusses the key elements that help you lead your FP&A organization to great results.

What you'll learn
Identify the three key criteria used to create an organizational plan for the FP&A function.
Define the two critical elements in an organizational plan for FP&A that provides the guiding principles for a multi-year plan.
Discover how to overcome organizational resistance to changes that a plan for changing the FP&A function may require to be successful.
Requirements
No advanced preparation or prerequisites are required for this course but finance leadership experience is helpful.
Description
In this course we discuss the key elements (company, processes and systems, and Financial planning and analysis (FP&A) team) that help you develop a plan for moving your FP&A organization forward. 
The first case study walks us through the thinking behind creating an FP&A function from the ground up, using the above elements in the internal and external contexts unique to a company.  The second case study presents an approach to building a roadmap for an existing FP&A team to move it and the company towards world class capability.  Finally, we discuss several practical considerations regarding change management and the way forward for your plan for FP&A.
If you would like Continuing Education Credit (e.g. CPE, CE, CPD, etc.) for this course, it is available if you take this course on the Illumeo dot com platform under course title: Building a World Class FP&A Organization. Illumeo is certified to provide CPE in over two dozen different professional certifications covering finance, accounting, treasury, internal audit, HR, and more. However, in order to receive CPE credit the courses must be taken on an ‘approved-by-the-governing-body’ CPE platform, and for over two dozen corporate professional certifications, that is the Illumeo platform. Go to Illumeo dot com to learn more.

Overview

Section 1: Introduction

Lecture 1 Introduction to Building a World Class FP&A Organization

Lecture 2 FP&A Design Considerations

Lecture 3 Creating an FP&A Function

Lecture 4 Driving FP&A Towards World Class

Lecture 5 Making It Happen

Section 2: Supporting Materials

Lecture 6 Slides: Building a World Class FP&A Organization

Lecture 7 Building a World Class FP&A Organization Glossary/Index

Section 3: Review and Test

Anyone interested in Management, Finance, Accounting, or related fields.