DCPA2231. Implementing Client Facing FP&A Tools

As client expectations shift toward more forward-looking insights, financial planning and analysis (FP&A) is now a core pillar of CAS practices. Firms can streamline their FP&A advisory services and help clients through the digital transformation by using a modern technology stack that provides real-time business insights and non-financial metrics.

In this session, we’ll cover how to make this a business process and not another tedious Excel task for the team.

Learning Objectives:

• Recognizing the advantages of modern FP&A tools vs Excel
• Distinguishing the right balance of the client-to-staff ratio
• Identifying realistic timelines for your clients and your firm
• Applying the use of technology to productize advisory through