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FP&A: From Excel to AI – What the Journey Looks Like FP&A: From Excel to AI – What the Journey Looks Like FP&A: From Excel to AI – What the Journey Looks Like

  

Wednesday, December 17, 2025 1:00 PM - 2:00 PM Eastern Standard Time

Finance teams operating with legacy tools and manual processes can't deliver the speed and foresight today's businesses demand. This session explores the modern FP&A maturity journey, from spreadsheet-dependent analysis to AI-enhanced strategic planning.

You'll discover how leading FP&A teams are redefining their value—moving from historical reporting to predictive insights, from siloed data to integrated intelligence, and from planning without accountability to execution-driven performance management. We'll demystify AI's role as your analytical amplifier: increasing forecast accuracy, compressing planning cycles, and scaling strategic capabilities across your organization.

If your tools were built for yesterday’s finance, join this webinar to see what tomorrow demands.

Learning Objectives:

  • Understand the FP&A Maturity Journey
  • Explore the Role of AI in Modern Finance
  • Learn How to Redefine Finance’s Role


Speakers

Darrell Cox

CFO

Una Software