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Financial Planning & Analysis Council

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The historical role of the Financial Planning & Analysis Executive focused on budgeting, forecasting, and strategic planning. While still important, today’s Financial Planning & Analysis Executive must be a strategic thinker and business partner with honed accounting, technology, analytical, and leadership skills.

Our Council meetings are member driven and enable sharing of solutions and insights across a range of subjects including RPA, AI, ERP Systems, dashboard reporting, and talent development and retention to name a few.

Members can also receive CPE credits for participation.

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Earn up to 6.5 CPE credits per meeting
Prerequisites: Must be a financial planning & analysis executive of a company with annual revenue of at least $2 Billion. Requirements. Delivery Method: Program Level: Intermediate; Advanced Preparation: None

  • 3M Company
  • Agilent Technologies, Inc.
  • Air Products and Chemicals, Inc.
  • Baxter International Inc.
  • Builders FirstSource, Inc.
  • Carlisle Companies, Inc.
  • Dell Technologies Inc.
  • FedEx Corporation
  • General Motors Company
  • Hyatt Hotels Corporation
  • Jacobs Engineering Group, Inc.
  • Martin Marietta
  • ONEOK Inc.
  • Qualcomm
  • Raytheon Company
  • State Farm Insurance Company
  • Stryker Corporation
  • T-Mobile USA Inc.
  • Tennessee Valley Authority
  • The Conference Board
  • U.S. Cellular Corporation
  • Vanguard Group, Inc.
  • Waste Management Inc.
  • Zoetis

Enduring relationships with trusted peers are the core of the Council experience. Enhanced by our global, enterprise-wide reach, these relationships span the world and extend the value of Council membership. Confidential peer dialogue provides you with a broader perspective and shared experiences, as well as access to specific knowledge and best practices.

  • Collective problem solving that puts your issue on the agenda
  • Benchmarking through regular surveys of Council members about relevant company practices
  • Multifunctional insights generated by the wealth of perspectives gathered from 125+ Councils (covering more than 50 functions) that work together across geographies
  • Virtual communities that extend learning opportunities through a variety of online forums and other resources

Financial Planning & Analysis Executives of companies with annual revenues of at least $2 Billion. Membership is by invitation only.

Mark Rogus

Mark Rogus

Program Director, CFO Council and Corporate Treasurers Council
The Conference Board
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Performance Management Conference (8th Annual)

Performance Management Conference (8th Annual)

November 30 - December 01, 2021



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