FP&A Selection Strategy
Link to watch the replays: https://app.hopin.com/events/fp-a-3rd-generation-tools-demo-days/reception
Short Video Introducing the FP&A RFP Tools Selection Template
Detailed Video Providing Instructions on How to Use the FP&A Tools RFP Selection Template
Selecting the right FP&A tool for your business is becoming more and more difficult in this crowded environment. Today more than 100 options exists for selecting an FP&A tool. With this in mind I like to share a few resources to help you with the FP&A Selection Process
An excel template for download
2. A list of things to do and questions to ask throughout the process. The detailed questions are included in the FP&A RFP Selection Template available for download above. Includes following sections:
10 Things to do before starting the RFP Process
12 Potential questions to ask vendors during the RFP Process
8 things to do internally during the RFP Process.
3. An article about the 4 pillars of FP&A software
4. An article walking through 10 things to do before starting the selection process.
5. Tool Market Landscape Graphic
Join us for the 3rd Generation FP&A Demo Days for Free, Register here
Event Schedule:
FP&A Solutions Market Landscape - Discover the current landscape of the FP&A solutions market and the inspiration for the event. This interactive session features Wouter Born, Founder of Born Capital and Paul Barnhurst, The FP&A Guy.
Host: Ernie Humphrey
Speaker: Paul Barnhurst
Speaker: Wouter Born
Mar 15 07:00AM–07:50AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring Causal
Mar 15 08:00AM–08:45AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring Doublefin
Mar 15 09:00AM–09:45AM MDT
FP&A Solution Selection Strategy - Join us to discover best practices and potential pitfalls in selecting the right FP&A tool for your company from an FP&A leader who has recently gone through the process.
Host: Paul Barnhurst
Speaker: Andrew Childress
Speaker: Juan Parra
Speaker: Meytal Goldenberg
Speaker: Zachary Rial
Mar 15 10:00AM–10:50AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring Mosaic
Mar 15 11:00AM–11:50AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring Datarails
Mar 15 12:00PM–12:50PM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring Jirav
Mar 15 01:00PM–01:50PM MDT
FP&A Solutions- Business Case & ROI - Learn how to develop and communicate a winning business case for an investment in the right FP&A solution for your company.
Speaker: Stephen Ellis
Mar 15 02:00PM–02:30PM MDT
You Selected an FP&A Tool: Now what
Speaker: Nayyir Qutubuddin
Mar 16 07:00AM–07:50AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring Abacum
Mar 16 08:00AM–08:45AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Clockwork
Mar 16 09:00AM–09:45AM MDT
FP&A Tools & Business Partnering - Discover how to leverage the right FP&A solution to impact performance across the enterprise
Speaker: Christian Frantz Hansen
Mar 16 10:00AM–10:50AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring Drivetrain
Mar 16 11:00AM–11:50AM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Featuring OnPlan
Mar 16 12:00PM–12:50PM MDT
FP&A Solution Demo - FP&A 3rd Generation Tool Spotlight Fintastic
Mar 16 01:00PM–01:50PM MDT
FP&A Solutions-What's Next - Experience a recap of event highlights and what FP&A solutions will look like going forward
Host: Ernie Humphrey
Speaker: Paul Barnhurst
Speaker: Wouter Born
Mar 16 02:00PM–02:30PM MDT