DCPA2110. How to Grow Your CAS Practice with FP&A Services

In this session, we will examine the four levels of Gartner’s financial analytics maturity model and how to grow into higher value advisory services using this framework. Learn how financial planning and analysis (FP&A) technology can help firms deliver a full range of advisory services from: analytics to financial modeling (forecasting and budgeting), to strategic business planning for scaling your practice, to deepening client relationships, and growing revenue.

Learning Objectives:

• Be able to name the key elements of Gartner's financial analytics maturity model.
• Discover how Financial Planning & Analysis technology can be incorporated into your practice.
• Understand key client pain points that can drive deeper client relationships through FP&A solutions.
• Learn how to build advisory opportunities leveraging FP&A tools and methodologies.