2022 FP&A Masterclass

presented by Jack Alexander

2021 has been a hard year for business. But the plethora of financial and operational challenges companies faced this year also provided plenty of opportunities to reflect, learn, and grow.

In the 2022 instalment of Jack’s masterclass series, we’ll take a bird’s eye view at some of the key learnings from our previous masterclasses, as well as the lessons we learned as we navigate the murky waters of FP&A post-COVID-19.

Why you should enroll in this Masterclass

Jack Alexander is a CFO turned advisor, author, and business coach. With over 40 years of management and financial leadership experience, Jack’s seen the world of FP&A evolve from the very front row.

Throughout 2020, Jack has been an essential part of Apliqo, heading a series of unique FP&A masterclasses. Today, we’re proud to announce that Jack has renewed his partnership with Apliqo for 2021 and has already laid down the foundations for a new, exclusive series of masterclasses designed to help you streamline all aspects of your FP&A operations.

Check the links below for a full rundown of Jack’s upcoming masterclasses and save your seat today!

2022 FP&A Masterclass
content calendar

March 17

The ultimate value drivers: growth and return on invested capital (ROIC)

About this module

The two most important measures/drivers of long-term sustainable value creation are growth and ROIC. Finance should shine a bright light on these two areas by ensuring visibility in reporting and performance management. Boards and executives should include these factors in management compensation and incentive plans.

April 28

Planning and analysis for critical value drivers, Part I: growth and profitability

About this module

In this two-part series we cover techniques for planning, analysing and improving on key performance drivers: revenue growth and margins, operating effectiveness, capital management. Revenue and Margins are generally the most critical of these drivers. This session will enable participants to provide more discipline and analysis in analysing, predicting and improving revenues, margins and profitability.

June 9

Planning and analysis for critical value drivers, Part II: asset management

About this module

In this two-part series we cover techniques for planning, analysing and improving on key performance drivers: revenue growth and margins, operating effectiveness, capital management. This session will enable participants to provide more discipline and analysis in analysing, predicting and improving working capital management, long-term capital asset management and cash flow.

July 21

Strategic analysis and planning

About this module

Finance can add value in the development and execution of the company’s strategic plan. In this session, we will review essential concepts in strategic planning as well as highlight specific areas in which finance can make a direct contribution to strategic analysis and planning.

September 1

The external view: benchmarking performance and competitive analysis

About this module

Most of our attention in finance is focused on the firm from an internal perspective. Most finance organizations spend little time analyzing the firm’s performance against peer groups or best practice companies. In addition, finance can add value to the organization by researching, analyzing and reporting on key competitors, suppliers and customers.

October 13

Developing predictive and analytical models

About this module

Developing effective financial models is an essential competency for finance professionals. Broadly defined, a financial model is a representation of a transaction, event or business. Applications include Operating Plans, Forecasts and Business Outlooks, Revenue Projections, Capital Investment Decisions and Business Valuations.

Enrol today on the
6 module Masterclass

presented by Jack Alexander

2022 FP&A Masterclass

presented by Jack
Alexander

2021 has been a hard year for business. But the plethora of financial and operational challenges companies faced this year also provided plenty of opportunities to reflect, learn, and grow.

In the 2022 instalment of Jack’s masterclass series, we’ll take a bird’s eye view at some of the key learnings from our previous masterclasses, as well as the lessons we learned as we navigate the murky waters of FP&A post-COVID-19.

Why you should enroll
in this Masterclass

Jack Alexander is a CFO turned advisor, author, and business coach. With over 40 years of management and financial leadership experience, Jack’s seen the world of FP&A evolve from the very front row.

Throughout 2020, Jack has been an essential part of Apliqo, heading a series of unique FP&A masterclasses. Today, we’re proud to announce that Jack has renewed his partnership with Apliqo for 2022 and has already laid down the foundations for a new, exclusive series of masterclasses designed to help you streamline all aspects of your FP&A operations.

Check the links below for a full rundown of Jack’s upcoming masterclasses and save your seat today!

Enrol today on the
6 module Masterclass

presented by Jack Alexander

2022 FP&A Masterclass

content calendar

March 17

The Ultimate Value Drivers: Growth and Return on Invested Capital (ROIC)

About this module

The two most important measures/drivers of long-term sustainable value creation are growth and ROIC. Finance should shine a bright light on these two areas by ensuring visibility in reporting and performance management. Boards and executives should include these factors in management compensation and incentive plans.

April 28

Planning and Analysis for Critical Value Drivers, Part I: Growth and Profitability

About this module

In this two-part series we cover techniques for planning, analyzing and improving on key performance drivers: revenue growth and margins, operating effectiveness, capital management. Revenue and Margins are generally the most critical of these drivers. This session will enable participants to provide more discipline and analysis in analyzing, predicting and improving revenues, margins and profitability.

June 9

Planning and Analysis for Critical Value Drivers, Part II: Asset Management

About this module

In this two-part series we cover techniques for planning, analyzing and improving on key performance drivers: revenue growth and margins, operating effectiveness, capital management. This session will enable participants to provide more discipline and analysis in analyzing, predicting and improving working capital management, long-term capital asset management and cash flow.

July 21

Strategic Analysis and Planning

About this module

Finance can add value in the development and execution of the company’s strategic plan. In this session, we will review essential concepts in strategic planning as well as highlight specific areas in which finance can make a direct contribution to strategic analysis and planning.

September 1

The External View: Benchmarking Performance and Competitive analysis

About this module

Most of our attention in finance is focused on the firm from an internal perspective. Most finance organizations spend little time analyzing the firm’s performance against peer groups or best practice companies. In addition, finance can add value to the organization by researching, analyzing and reporting on key competitors, suppliers and customers.

October 13

Developing Predictive and Analytical Models

About this module

Developing effective financial models is an essential competency for finance professionals. Broadly defined, a financial model is a representation of a transaction, event or business. Applications include Operating Plans, Forecasts and Business Outlooks, Revenue Projections, Capital Investment Decisions and Business Valuations.

What people said about last year's masterclass

"I feel, there is often a gap between expert knowledge on one end and the communication skills that you need to become effective as a controller. Lessons like the FP&A Masterclass series can build a bridge to close that gap."
Wolfgang Kleinschmidt
Chief Financial Officer
"Thanks to the Masterclasses, I have reduced time spent on reports that were not being used by the executives at the company I work for. I was able to use that time to create reports that are now used on a daily bases and are key tools used by the executives."
Michelle Holberg
Accountant
"Most of us (people working within the CFO area) usually know what to do - in theory. It is always adding value if we can learn from the experience from others and/or from the mistakes others made in the past."
Thimo Sachs
Financial Controller

What people said about last year's masterclass

"I feel, there is often a gap between expert knowledge on one end and the communication skills that you need to become effective as a controller. Lessons like the FP&A Masterclass series can build a bridge to close that gap."
Wolfgang Kleinschmidt
Chief Financial Officer
"Thanks to the Masterclasses, I have reduced time spent on reports that were not being used by the executives at the company I work for. I was able to use that time to create reports that are now used on a daily bases and are key tools used by the executives."
Michelle Holberg
Accountant
"Most of us (people working within the CFO area) usually know what to do - in theory. It is always adding value if we can learn from the experience from others and/or from the mistakes others made in the past."

Thimo Sachs
Financial Controller

Recent articles from the Apliqo FP&A blog

Lower your data latency and improve your business decision-making

There’s a term in network technology called ‘latency’ which refers to the delay between the execution of a command and the instruction given by the user. You’ll hear it most often in the world of high-speed training where a slight increase in latency (to the effect of a couple of milliseconds) can have a drastic negative impact on speed and thus performance.

Read More »

How strong FP&A solutions improve data literacy

As most of us realise, there is useful data and not-so-useful data. And merely having it at your disposal doesn’t necessarily mean that you’re able to discern between these two camps. It’s often only in the processing phase where we dig into the data and look for insights that we discover whether the data we’ve collected can actually drive us forward, rather than remaining a red herring.

Read More »

5 common mistakes when building financial models

Critics of financial modelling will always tell you that there are simply too many moving parts and interdependencies within a company to arrive at an accurate prediction of the future. They’ll point to how easy it is to adjust an input assumption and completely change the entire scope of what the model outputs. And to a certain extent – they’re right.

Read More »

Recent articles from the Apliqo FP&A blog

Lower your data latency and improve your business decision-making

There’s a term in network technology called ‘latency’ which refers to the delay between the execution of a command and the instruction given by the user. You’ll hear it most often in the world of high-speed training where a slight increase in latency (to the effect of a couple of milliseconds) can have a drastic negative impact on speed and thus performance.

Read this article

How strong FP&A solutions improve data literacy

As most of us realise, there is useful data and not-so-useful data. And merely having it at your disposal doesn’t necessarily mean that you’re able to discern between these two camps. It’s often only in the processing phase where we dig into the data and look for insights that we discover whether the data we’ve collected can actually drive us forward, rather than remaining a red herring.

Read this article

5 common mistakes when building financial models

Critics of financial modelling will always tell you that there are simply too many moving parts and interdependencies within a company to arrive at an accurate prediction of the future. They’ll point to how easy it is to adjust an input assumption and completely change the entire scope of what the model outputs. And to a certain extent – they’re right.

Read this article

Unlocking a new operating model for finance

Much has been written about how changing tides, rapid disruption, and global trends impact the customer-facing side of business today.  You can open any business publication of your choice and hear stories of how technology has completely changed how they think about their offering and their messaging to the market. 

Read this article

The 10 commandments of FP&A

Here at Apliqo, the FP&A process is at the heart of what we do and so in this post, we thought we’d share our 10 commandments for what strong FP&A execution looks like. While somewhat tongue-in-cheek, there’s a lot to be gained from getting these things right. Now, without any further ado, onto the ten commandments.

Read this article
Ten commandments of FP&A
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