The FP&A Board meeting in London: FP&A Storytelling
The London Board meeting
The London FP&A Board is proudly sponsored by:
IWGMichael Page
      The London Board meeting

The 25th London FP&A Board will take place on the 14th of November 2019 to debate the subject of "FP&A Storytelling".

The International FP&A Board was created in London, UK, in 2013 to guide the development and promotion of the best practices in Financial Planning & Analytics (FP&A). Since then, the Board chapters were successfully established in 27 cities and 16 countries of Europe, the Middle East, Asia, Australia, and North America to identify and support new global trends, skill sets and thought leadership in modern corporate financial planning and analysis. 

The FP&A Board is exclusive to senior finance practitioners in active employment (at CFO, FD and Head of Finance levels). Please note that places for the London chapter are limited. We are inviting only 25 professionals to join the event. 

The meeting is complimentaryvendor-agnostic and by-invitation-only.

If you would like to attend, please fill in the registration form below. We will review your application and get back to you. Please note that participation is subject to the FP&A Trends terms and conditions and privacy policy.

Subject:

Best Practices in FP&A Storytelling

Date:

Thursday, 14 November 2019

Time:

6-30 pm - 7-00 pm             Registration, networking, light food and refreshments
7-00 pm - 9-00 pm             Discussion
9-00 pm - 10-00 pm           Drinks and Networking

Agenda:

1. FP&A Storytelling: evolution, methods, challenges
2. The power of FP&A Visualisation
3. Key steps to developing effective FP&A Dashboards
4. "FP&A Storytelling?". Presentation from Steve Morlidge, Management Thinker, Author, Speaker
5. A case study from the field: Adam Cleggett, Finance Director at Arriva Bus (UK), will share his practical experience on Visualization, Dashboarding, FP&A Storytelling
6. Group discussion
7. Conclusions and recommendations

 

 

Steve Morlidge has 30 years of practical experience in designing and running performance management systems in Unilever, including three years as the lead of a global change project. He is a former chairman of the European Beyond Budgeting Round Table and now works as a management thinker, writer and speaker, drawing on his years of experience at the leading edge of performance management thought and practice.

Steve Morlidge published Future Ready: How to Master Business Forecasting, John Wiley, 2010, ‘The Little Book of Beyond Budgeting’ and ‘The Little Book of Operational Forecasting’ through Matador in 2017 and 2018 respectively. ‘Present Sense: A practical guide to the science of measuring performance and the art of communicating it, with the brain in mind’ is due out in October 2019. He is on the editorial board of Foresight, a forecasting practitioner’s journal published by the International Institute of Forecasting to which he regularly contributes.

He is also a cofounder of CatchBull, a supplier of forecasting performance management software and sits on the non-executive Board of the Beyond Budgeting Institute.

Steve Morlidge is a visiting fellow at Cranfield University, Bedfordshire, UK and has a PhD from Hull Business School in Yorkshire, UK focusing on the application of systems concepts to the design of complex organizations. He completed his BA with honors, and he is a qualified management accountant (CIMA).

He can be reached at steve.morlidge@satoripartners.co.uk or steve.morlidge@catchbull.com.

 

Meeting Venue:

Regus
Room: Lord Nelson / Trafalgar
1 Northumberland Avenue
London, WC2N 5BW

Notes: You can find the link of directions to Regus here. Charing Cross tube station is the nearest one. The office building is on Trafalgar square. 

Discussion Facilitator:

Larysa Melnychuk, MD of FP&A Trends Group and Founder of the International FP&A Board.

Participation in all FP&A Board meetings is complimentary and exclusive to finance practitioners at CFO, FD, and Head of Finance level who are in active employment at large, local and international organisations. We cannot confirm the registrations of vendors, salespeople, consultants or unemployed.

REGISTER NOW