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

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Recent articles from the Apliqo FP&A blog

9 pillars of a well set up FP&A System, first time

When you’re first approaching any new FP&A system implementation, it can be very overwhelming.  There is a lot to get right and the decisions you make early on will have an outsized impact on how the entire system works for you over the long term.  Worst case a poor initial decision can have lasting consequences which you will need to live with. As a result, we always encourage new clients to take their time during the setup process and be as thorough as possible because it helps to avoid plenty of headaches down the road.

Read this article
9 pillars of a well set up FP&A system

How scenario stress-testing can help you weather the recession

After years of economic expansion, we’re finally seeing the tide turn again as we enter what looks like it will be an extended recession.  When you consider the impact of the pandemic, widespread inflation, war in Ukraine, and supply chain issues across the board – this is not something that should surprise us.  But if you haven’t been paying attention and considering the impact of a recession on your business, you might find yourself in that position.

Read this article
Scenario stress-testing to help you weather the recession

Understanding the impact of rising interest rates on your cash flow and your balance sheet

It’s safe to say that we’ve never before seen the scale of widespread cash injections that we saw during the COVID-19 pandemic.  Governments across the world scrambled to print the money they needed to keep the economy afloat and provide the support that their citizens needed.  The natural consequence of this has been rapid inflationary pressures which we wrote about last week.

Read this article

How FP&A tools can help mitigate the impact of inflation on your business

If you tap into any current conversation about the global economy you’ll likely hear people talking about inflation.  It’s the talk of the town – and for good reason.  For decades, concerns about inflation were muted as we enjoyed one of the longest bull markets that we’ve seen in the modern era.  But in 2022, it quickly became one of the most significant risks facing - as a result of the dramatic stimulus injected into local economies during the COVID-19 pandemic, continuing supply chain challenges, and a rapidly rising oil price.

Read this article
Mitigating the impact of growing inflation on your business

Notifications come to TM1 with Apliqo UX

Here at Apliqo, our products are continually evolving to cater to the needs of our users, and today we’re excited to announce a brand new feature that so many have been asking for.  Within our Apliqo UX interface, we now have contextual notifications which will help you to better collaborate with your colleagues and improve your own productivity and organization.

Read this article
Learn how Apliqo can help you and your business

FP&A Software

FPM – Apliqo Financial Performance Management

OPM – Apliqo Operational Performance Management

Apliqo IFRS 16
CC Apliqo Consolidation and Close

Apliqo UX for IBM Planning Analytics with Watson

Overview
Features
Architecture
IBM Planning Analytics
Apliqode Development Framework
UPM Connectors

What is UPM
Path to UPM
UPM Methodology

Investment Solutions

LP Portfolio Management

Fundamental Analysis

Challenges Apliqo tackles

Strategy is not linked to financial planning witch is why this is a problem for decision-making.

Your financial system cannot handle ad-hoc queries.

The financial system you use is far too rigid to adapt to the uniqueness of your business.

Your organisation’s planning functions operate in silos leading to broken, disjointed plans.

Your planning system sets things in stone and makes it very hard to update assumptions. It targets dynamically as data comes in.

You use multiple databases for different use cases in your organisation. It’s difficult to pull all that information together in a coherent way.

You’re not empowered to perform analytics on your own data. Instead you must wait for the BI team to get your request in their queue.

Your financial planning and analytics workflows involve various tools and software that each have their own steep learning curves.

Resources

Masterclass 2022
Past FP&A Webinars

Visit our documentation hub

UPM – Unified performance management
Closing, reporting and disclosure of financial statements
Advanced financial planning

 

Visit our FP&A Content Hub

Company

Apliqo UX for IBM Planning Analytics with Watson

Partners

@Apliqo 2022 All rights reserved

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@Apliqo 2021 All rights reserved

Linkedin Youtube