Ready for Anything

Continuous FP&A for Future Disruption

Ready for Anything

Continuous FP&A for Future Disruption

Tuesday, November 16th
@ 1:00 – 2:15 PM ET

Tuesday, November 16th
@ 1:00 – 2:15 PM ET

Join our virtual discussion on ways to align planning processes and technologies with the Financial Services industry’s constant shifting demands and disruptions.

Complimentary bottle of wine included!

Moderator

Andy Davidson

Workday

Global Head Financial Services, Go-To-Market


LinkedIn

Panelists

Paul Dulac

Merril Lynch Wealth Management

Senior Vice President, Senior Financial Advisor


LinkedIn

Mainak Das

Franklin Templeton

Director, Investment Compliance & Regulatory Compliance


LinkedIn

About the Content

While the pandemic caused banks and financial institutions to shift in an instant, it also exposed a general lack of flexibility in the industry. From the move to remote work to the call for more data-driven processes, legacy systems (and mindsets) are not built to handle the rapid pace of continued disruption without insight that exceeds just historical trends.

To effectively forecast, build models, and identify potential problems, teams must focus on de-siloed, company-wide collaboration and agile, active planning. By evaluating and optimizing current systems, finance leaders can interpret and solve key business problems and enable enterprise-level planning. Going forward, FP&A should be a continuous and comprehensive process that becomes part of the bank’s DNA.

Join us on November 16th as our panel of experts discuss ways to align planning processes and technologies with the finance industry’s constant shifting demands and disruptions.

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Discussion Topics

  • Mitigating disruption by adopting agile planning systems
  • Pivoting processes from static, Excel-based, and manual to intuitive, data-driven, and flexible
  • Adapting to digital-first challenges and preparing for the next industry shift
  • Adopting technology that helps finance leaders move beyond number crunching and drive success for their organizations
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Agenda (in ET)

1:00 PM     

1:05 PM   

1:40 PM

1:50 PM     

2:15 PM

1:00 PM

Attendees Join & Welcome Remarks

1:05 PM

Panel Discussion

1:40 PM

Audience Q&A

1:50 PM

Interactive Roundtable Discussion

2:15 PM

Event Officially Ends

Attendees Join & Welcome Remarks

Panel Discussion

Audience Q&A

Interactive Roundtable Discussion

Event Officially Ends

Who's Attending

Select group of finance leaders from banking, insurance, and financial institutions across the country

Objectives

  • Walk away with a page full of notes on financial planning strategies for 2022
  • Connect with peers facing the same, real-life problems as you
  • Ask our panel of experts your most pressing questions

Reserve Your Spot Here

RSVP by November 9th to ensure your wine is delivered on time!

About the Wine

ONEHOPE Winery, located in Napa Valley, is one of the largest direct-to-consumer wineries in the world and has proudly donated over $7 million to local and global causes.

The ONEHOPE Foundation gives to organizations that provide greater access to water, hunger relief, health, and education – while also supporting local non-profits across the country.

ONEHOPE Winery, located in Napa Valley, is one of the largest direct-to-consumer wineries in the world and has proudly donated over $7 million to local and global causes.

The ONEHOPE Foundation gives to organizations that provide greater access to water, hunger relief, health, and education – while also supporting local non-profits across the country.

Sponsor

Workday Logo

Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics have been adopted by thousands of organizations around the world and across industries—from medium-size businesses to more than 45 percent of the Fortune 500. For more information about Workday, visit www.workday.com.

Organizer

BDILogoFinal

Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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