DCPA2503. Launching FP&A Advisory Services: A Strategic Playbook

Join us for an insightful session that delves into the journey of establishing a successful financial planning and analysis (FP&A) advisory practice. Explore the critical stages of maturity that firms progress through, from foundational steps to optimized growth. Gain valuable insights on the core elements of staffing, technology, processes, and strategic development that define each stage of maturity.

Learning Objectives:

• Analyze your firm’s current position within the financial planning and analysis (FP&A) advisory maturity model, focusing on key areas such as people, process, technology, and strategy.
• Identify the characteristics of each maturity stage—from inception to optimization—and the specific capabilities required to advance through the model.
• Choose a roadmap that outlines the short-, mid-, and long-term actions needed to evolve your FP&A advisory services, with a focus on continuous improvement and scaling.
• Distinguish how firms at each maturity stage can maximize their advisory offerings by leveraging the right technology, talent, and operational frameworks.