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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

Why you should do a forecast post-mortem

Accurate forecasting is a severely underrated skill in modern business and one that you should be looking to improve if you want to maximize the value of your planning and analytics. But the only way to do this is to have a feedback loop where you can look back on the forecast methodologies that you used in the past and assess how they fared when coming up against the uncertainties of the real world.

It’s for this reason, that a forecast post-mortem can be such an eye-opening component of your FP&A journey.

Read More »
April 5, 2023
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Recent articles from the Apliqo FP&A blog

Apliqo UX — May release

Apliqo UX 2023 May release is here and it brings a multitude of exciting new features and improvements that take the application to new heights. From enhanced visualization capabilities to streamlined workflows, this release is packed with advancements across almost every aspect of the product. Let's dive into the key highlights of this release. 

Read this article

Gran Turismo 7 + IBM Planning Analytics / TM1 + Apliqo UX — How telemetry is relevant to running a business.

A few words on our recent data experiment with Gran Turismo 7 and how it demonstrates just how powerful Planning Analytics becomes with Apliqo UX.

Read this article
How telemetry is relevant to running a business

Why you should do a forecast post-mortem

Accurate forecasting is a severely underrated skill in modern business and one that you should be looking to improve if you want to maximize the value of your planning and analytics. But the only way to do this is to have a feedback loop where you can look back on the forecast methodologies that you used in the past and assess how they fared when coming up against the uncertainties of the real world. It's for this reason, that a forecast post-mortem can be such an eye-opening component of your FP&A journey.

Read this article

How Apliqo UX streamlines cross-department collaboration

Better collaboration starts with effective communication, not just verbally, but through the way that you visualise and communicate your data. Learn how Apliqo UX can help you improve your data storytelling.

Read this article

Unpacking 5 of the latest trends in business intelligence and analytics – so that you can level up your business

Let’s walk through five key trends to be aware of as you shape your business intelligence and analytics for 2023 and beyond.

Read this article
Unpacking 5 of the latest trends in business intelligence and analytics
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
FPM Admin Module

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

About

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@Apliqo 2022 All rights reserved

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@Apliqo 2021 All rights reserved

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