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Lunch Conference - FP&A - Vision and roadmap in a holding company context

Apr 23, 2024
From 12 PM to 2 PM

Location Saint James Club Montreal1145, Avenue UnionMontréal, H3B 1N7

Each company has its own definition of FP&A and implementation challenges differ. Michel will come and talk to us about the stages, the challenges encountered, as well as his roadmap, in the context of a holding company!

Lunch Conference - FP&A - Vision and roadmap in a holding company context

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 is pleased to invite you 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.

Join us for an engaging session with Michel as we unravel the complexities of effective FP&A. Whether you’re a finance professional, a business leader, or simply curious about financial planning, this conference promises valuable takeaways. Let’s navigate the path toward improved decision-making and financial success!

Tarrifs regarding this event:

  • Free for members
  • $80 for à la carte members
  • $125 for non-members

This event is approved for up to 1,2 CTP and 1,2 FPAC recertification credits by the Association for Financial Professionals.

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