What separates a high-performing financial planning & analysis (FP&A) function from one that simply reports historical results? Join us for an interactive Q&A-style discussion on how leading organizations are leveraging AI, automation, and modern FP&A practices to drive faster decisions, improve forecasting, and support value creation. We’ll discuss the characteristics of best-in-class FP&A teams, practical use cases for emerging technologies, and how finance leaders can build scalable processes that support growth. Attendees will also experience a brief demonstration of Datarails and learn how modern planning and reporting tools can enhance visibility, efficiency, and financial insight.
Learning objectives:
- Understand the role of modern FP&A in value creation and strategy.
- Explore practical applications for AI and automation in FP&A.
- Accelerate decision-making through data-driven insights.
Presenters:
- Ken Stevens, partner, Plante Moran
- Greg Gornick, manager, Plante Moran
- Zack Astorino, manager, Plante Moran
- Annette DeYoung, senior manager, partner solutions & enablement, Datarails
For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.
Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.
Plante & Moran, PLLC, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org.
