FP&A-1: M&A Value Drivers: Quality of Earnings and Tax Considerations (F)
In today’s M&A environment, value is increasingly determined by the quality and sustainability of earnings—and by how effectively tax considerations are identified and addressed early in the deal process. The integration of Quality of Earnings analysis with proactive tax advisory can unlock meaningful value for both buyers and sellers.
FP&A-2: Effective Data-Driven Storytelling (Session 1 of 2) (TH)
Session #1: This session is designed to introduce people to the key principles behind effective data-driven storytelling. This involves how combining the data, visuals, and narrative are necessary to tell a data-driven story. We will share the role of all 3 and key principles for designing meaningful visuals that aid the storytelling process.
FP&A-3: Effective Data Visualization for Finance Professionals: Tools and Best Practices (Session 2 of 2) (F)
Session #2: This session is designed to focus on building effective data visuals. This session will build on the Effective Data-Driven Storytelling session but is not required to attend. We will review effective data visualization principles and walk through how to build several data visualizations in Excel and then mention benefits of common BI platforms such as Power BI and Tableau. You will get hands-on practice with examples and software provided in KSU's new computer lab.
FP&A-4: Dimensional Data Reconciliation for FP&A and Financial Reporting (F)
This session examines how Finance and Accounting teams can reconcile dimensional data across systems and reports to improve accuracy and consistency in reporting, planning, forecasting, and performance analysis. Participants will explore common reconciliation challenges involving entities, accounts, products, and cost centers, along with practical approaches for aligning data to support reliable analysis and decision-making.
FP&A-5: Advanced Profitability Analysis Using Data and Technology (F)
This session explores how FP&A teams can use data and technology to advance profitability analysis beyond traditional margin reporting. Participants will examine analytical approaches to identifying cost drivers, customer and product profitability, and performance trends, enabling more effective planning, forecasting, and data-driven decision support.
FP&A-6: Current Trends Shaping the Future of FP&A (TH)
Finance organizations are under increasing pressure to deliver faster insights, more accurate forecasts, and greater strategic value. In this session, industry practitioners will explore the most impactful trends shaping today’s FP&A function — from process modernization and data unification to advanced analytics and evolving operating models. The discussion will blend practitioner perspectives with real-world transformation insights.
FP&A-7: CPM Before ERP: Rethinking the Traditional Transformation Sequence (TH)
Organizations are increasingly questioning whether ERP should always be the first step in finance transformation. This interactive discussion will explore the concept of “CPM before ERP,” examining why some organizations are prioritizing performance management capabilities earlier in their transformation journeys. Panelists will share perspectives informed by advisory research, technology experience, and real-world transformation programs.