Key Performance Indicators for Financial Planning and Analysis

Despite gathering lots of data, many finance teams lack a holistic perspective from which they can use data to inform their companies' decisions. By establishing financial planning and analysis (FP&A) as an integral component of its financial operations, a company provides a framework from which it can derive decisions from data.

But to enable finance teams to adopt a forward-looking mindset, finance leaders will need to emphasize forward-looking key performance indicators (KPIs) in place of lagging indicators that companies have traditionally relied upon for financial reporting. By attending this webinar, you will learn how to:

• Recognize when your company is ready to introduce the discipline of FP&A
• Articulate goals for your company's FP&A function
• Select KPIs to evaluate your company's approach to FP&A
• Collaborate effectively with colleagues in FP&A to identify opportunities to improve your company's performance

Mark Brousseau
President, Brousseau & Associates 

Over the past 30 years, Mark Brousseau has established himself as a thought leader on accounts payable, accounts receivable, payments and document automation.   A popular speaker at industry conferences and on webinars and podcasts, Brousseau advises prominent end-users and solutions and services providers on how to use automation to improve document- and payments-driven business processes.  Brousseau has chaired numerous educational conferences and has served on several industry committees and boards.  He resides in Center City Philadelphia with his wife and three sons.

Philip Peck
Vice President, Advisory Services and Finance Transformation Practice Peloton Consulting Group

Philip has more than 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment as well as digitally-enabled business process transformation and optimizing technology investments to support superior performance.

Prior to joining Peloton Consulting Group, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader with the Planning and Performance Management Group for Answerthink Consulting. Before consulting, Philip worked in various business planning, finance, strategy, and sales operations roles for Chicago-area companies.