Financial Planning and Analysis (FP&A) is a critical function for every company. It involves forecasting, budgeting, and analyzing financial data to drive strategic decisions. However, each organization has its unique definition of FP&A, and the challenges faced during implementation can vary significantly. In our upcoming lunch conference, AFP-Montréal was pleased to have invited its members to participate in an exceptional meeting with Michel Veillette, Executive Director – Financial Planning and Analysis at Énergir. 

• The Importance of Vision

At the heart of successful FP&A lies a clear vision. Before diving into the technical aspects, companies must define what FP&A means to them. Is it about optimizing costs, driving growth, or ensuring financial stability? Michel will emphasize the significance of aligning FP&A goals with the overall business strategy.

• Challenges Encountered

No journey is without obstacles. Michel will share real-world challenges faced during FP&A implementation. Whether it’s data quality issues, resistance to change, or resource constraints, understanding these roadblocks is essential for success.

• The Roadmap Ahead

Michel’s roadmap for FP&A excellence will guide attendees through the stages of maturity. From basic financial reporting to advanced predictive analytics, he will outline the path toward continuous improvement. Whether you’re part of a startup or a well-established holding company, this roadmap will provide actionable steps.

Some pictures of our event: