The Stockholm FP&A Board Meeting on the 12th October 2017

The Stockholm FP&A Board meeting is proudly sponsored by:
Michael Page
 

 

The London FP&A Board was created on the 19th September 2013 to guide the development and promotion of the best practices in Financial Planning & Analytics (FP&A). Since then, the boards were successfully established in 14 cities of 11 countries in Europe, the Middle East, Asia, Australia and the USA to identify and support new global trends, skill sets and thought leadership in corporate financial planning and analysis. 

The fourth meeting of the Stockholm FP&A Board will take place on Thursday, 12th October 2017. The FP&A Board will interactively discuss Why Driver Based Planning Matters for  FP&A.

Meeting Details:

Date:

Thursday, 12 October 2017

Time (6-30 pm to 9-30 pm):

6-30 pm - 7 pm         Registration, networking, light food and refreshments

7 pm - 9 pm              Discussion

9 pm - 10 pm            Drinks and networking

Meeting Venue

Michael Page Sweden, Master Samuelsgatan 42 level 14, Stockholm, Sweden

Subject:  Why Driver Based Planning Matters for FP&A

Agenda:

  • Evolution of Driver Based Planning.
  • Driver Based approach as a basis for predictive analytics.
  • Driver Based approach as a basis for effective Rolling Forecast and Scenario Planning
  • Evolution of Driver Based Planning. Group work
  • Conclusions and recommendations

Discussion Facilitator:

Larysa Melnychuk, MD of FP&A Trends Group and founder of the London FP&A Board.

    Participation in the FP&A board's events is complimentary and is strictly by-invitation-only, with 20-25 attendees per meeting. It is exclusive to practitioners at CFO, FD and Head of Finance levels.

    SYNOPSIS

    The CFO, and the FP&A (Business Control) function in particular, is now days being asked to do more with less. Increased complexity and turbulence in the global market landscape have caused a need for the core business to get more sophisticated support from the Finance function acting as a business partner. By deploying a next generation operating model for the FP&A function the following business benefits could be achieved:

    • Reduced FP&A headcount cost
    • Improved FP&A services and business support (more value added)
    • Simplified processes for business leaders

    This session will include an overview of what the next generation operating model is about. There will also be a company case study presented. The company in the study was able to reduce the annual headcount cost of FP&A by 200 million USD and in the same time, they were able to strengthen the FP&A services and support for the core business.

    Robert Bergström, a partner at Deloitte

    Robert has 18 years of experience in management consulting and enterprise/business performance management and Finance transformations. Since June 2016, Robert is leading the Finance Transformation practice at Deloitte Sweden.

    Previously Robert was a partner and co-founder of Executit (www.executit.com). Until February 2015 Robert was a managing director at Accenture and was the global lead for Enterprise Performance Management (EPM) within Accenture Strategy Capability Network. Robert was based in Singapore during 2011-2013 and was during those years leading Accenture ́s Finance & Enterprise Performance practice in South East Asia (ASEAN) and Accenture ́s EPM offering in Asia Pacific.

    Robert has extensive experience in working with clients on their EPM Strategy development, Value- based Management and Finance/Business Transformation. Robert ́s experience spans across multiple industries and geographies.

    Being recognized as a strong thought leader in the EPM field, Robert has over the years been an appreciated external speaker at various events. He has also conducted a number of research and been able to publish reports and articles worldwide. See LinkedIn profile for those publications.

    Laurent Claes, head of FP&A at Richemont, which owns several of the world's leading Maisons in the field of luxury goods, with particular strengths in jewelry, luxury watches and writing instruments.

    Laurent, 39, is responsible for the consolidated FP&A Reporting and Analysis of the company, as well as competitive analysis and benchmarking, both internal and external. Working with strongly independent Maisons, Laurent leads a core Corporate FP&A team that analyzes the marketplace and partners with the Maisons to identify opportunities to capture profitable growth. In this capacity, Laurent also coordinates the Forecast and Budget cylces and is on point to roll out and train the finance community on new Planning or Analytics tools.

    Prior to that, he was Finance Manager International for Carefusion, a medical device company, responsible for financial forecasting, financial analysis and capital commitment planning. Laurent joined Carefusion after being on the management team for an ultimately doomed start-up and spend his formative FP&A years at Levi Strauss & Cie in Brussels and GE Capital in London. 

    Laurent received his Master’s degree from Antwerp University and has studied in the US (Middlebury College) and Japan (Jochi Daigaku).

    He is married with two children and lives in Geneva, Switzerland.