Sponsored by Unit4
DATE: FRIDAY, MAY 29, 2020
TIME: 2:00 PM ET

Webinar Summary

Finance leaders have long relied on forecasts and budgets that reflect an underlying assumption that past performance foretells future outcomes. But the most resilient organizations are those whose leaders recognize that they need to prepare for, rather than try to predict, the future. 

The capabilities that organizations value most from finance leaders now include not only budgeting and forecasting but also financial planning and analysis (FP&A). To adapt quickly as new challenges arise, organizations are applying advances in artificial intelligence (AI) to augment finance leaders' scenario planning skills. As they adjust forecasts and budgets to reflect the scenarios their organizations are preparing for, finance leaders can also apply AI to core business processes such as enterprise resource planning (ERP). 

Bolstered by the support of their organizations, finance leaders can extend their expertise by establishing centers of excellence in planning and analysis to enable their colleagues outside finance to develop best practices for preparing for the future.

By attending this webinar, you will learn:

  • Why finance leaders are dedicating more attention than ever to FP&A not only within but also beyond the realm of finance,
  • What technological advances, particularly in FP&A and ERP, enable finance leaders to forecast, budget, and plan with the agility their organizations require in an increasingly unpredictable business environment, and
  • How to establish and sustain a center of excellence in planning and analysis throughout your organization.

About the Speakers

Andy Brockhoff, President, North America, Unit4
As president of Unit4 in North America, Andy Brockhoff is focused on helping people-centric companies transform work into a truly meaningful experience via technology. Andy has been in the enterprise software space for 14 years. Throughout his career, he has focused on helping companies navigate digital transformation that empowers their people. He has a business degree from Bond University in Australia, and is based in New York City.
Brian Kalish, Principal, Kalish Consulting

In addition to maintaining a robust consulting and advisory practice, Brian regularly speaks about key issues facing treasury and FP&A professionals. He has more than 20 years of experience in finance, FP&A, treasury, and investor relations. He previously served as the Executive Director of the global FP&A practice with the Association for Financial Professionals (AFP), and before then, he held a number of treasury and finance positions with companies that included J.P. Morgan, Fifth Third Bank, and Fannie Mae.
Philip Peck, Vice President, Advisory Services and Finance Transformation Practice, Peloton Consulting Group
Philip has more than 30 years of consulting and industry experience with a specific focus on planning, forecasting, reporting, and analytics assessment efforts; digitally-enabled business process transformation; and optimizing technology investments to enable superior performance. Prior to joining Peloton, Philip led the Performance Management Practice for the Palladium Group. He was also a key leader in the Planning and Performance Management Group for Answerthink Consulting. Before entering consulting, Philip worked in various business planning, finance, strategy, and sales operations capacities for Chicago-area companies, including Océ-USA, Ameritech, Apollo Travel Services, and RR Donnelley & Sons.

About the Moderator

Joe Fleischer, Editorial Director, Finance Channel, Argyle Group
In his role as finance channel editorial director with Argyle Group, Joe Fleischer focuses on developing webinars about topics that reflect the primary concerns and priorities of senior finance executives. He is based in New York.
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Attend this webinar and earn FREE Continuing Professional Education (CPE) Credit
Webinar Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an email message to Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar.

Field of Study: Finance
Level: Intermediate
Prerequisite: None
Advance Preparation: None required
Delivery Method: Group Internet-based
Recommended CPE Credit(s): 1 

To be eligible to earn one CPE credit, you must answer at least three polling questions while attending the program for a minimum of 50 minutes. 

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