TIME: 2:00 PM ET
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Webcast Summary

The traditional role of the finance team has long been to report a company's previous financial results, as well as prepare budgets and forecasts based on previous results.

But now that finance teams are taking on increasing responsibility for preparing their companies for the future, and especially for financial planning and analysis (FP&A), CFOs are rethinking what they expect from finance teams in terms of skills and capabilities.

During this Webcast, we'll outline a maturity model for FP&A that CFOs can use to develop finance teams as essential sources of both financial and analytical expertise throughout their companies. We'll discuss:

  • How the role of FP&A differs from the role of a traditional finance function,
  • What capabilities CFOs will require from finance teams as their responsibilities expand from reporting on the past to informing their companies' decisions for how to prepare for the future, and
  • What types of skills, as well as technological advances, are becoming essential to support the emergence of the finance team as a company's overall center of analytical excellence.

About the Panelists

Sherri Liao, Associate Principal, North America Practice Leader, Enterprise Performance Management and Business Intelligence Advisory, The Hackett Group

Sherri has 20 years of enterprise performance management (EPM) and finance transformation consulting experience. She has played key roles in the delivery of EPM and business intelligence projects aimed at driving operational improvements through process design, organizational design, and enterprise system implementations.
Brian Kalish, Principal, Kalish Consulting

In addition to maintaining a robust consulting and advisory practice, Brian regularly speaks about key issues facing treasury and FP&A professionals. He has more than 20 years of experience in finance, FP&A, treasury, and investor relations. He previously served as the Executive Director of the global FP&A practice with the Association for Financial Professionals (AFP), and before then, he held a number of treasury and finance positions with companies that included J.P. Morgan, Fifth Third Bank, and Fannie Mae.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Executive Forum
In his role as finance channel editorial director with Argyle Executive Forum, Joe Fleischer focuses on developing webinars on topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
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Attend this webinar and earn FREE Continuing Professional Education (CPE) Credit
Webinar Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

Field of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1 

To be eligible to earn one CPE credit, you must answer at least three polling questions while attending the program for a minimum of 50 minutes. 

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