Unlocking Your FP&A Potential: When to Upgrade Your Tech Stack

In this webinar, Matija Nakić (Co-founder & CEO, Farseer) and Paul Barnhurst — one of the world’s leading FP&A influencers and content creators, with over 15 years of experience — break down what it actually takes to unlock your FP&A team’s potential, from assessing where you stand today to building the right team, streamlining processes, and choosing the right technology.

This is a practical, experience-driven session for finance professionals who know something needs to change but aren’t sure where to start.

What you’ll learn:

• How to assess your FP&A function using a maturity model and identify where the biggest gaps are between where you are and where you need to be
• Why spreadsheets stop working at scale, and what the real signs are that your company has outgrown Excel
• How driver-based planning, cloud tools, and AI and machine learning stack up — and why companies using all three report budgets that are good or great at twice the rate of those using spreadsheets alone
• How to build the right team for your planning needs, including when to bring in data and analytics talent alongside traditional finance profiles
• What to look for when selecting an FP&A platform and why stakeholder involvement, proof of concept, and low-code flexibility matter more than feature lists
• Why technology is an enabler, not a solution — and how the people, process, and technology triangle determines whether any tool succeeds or fails

The session also includes a live look at how Farseer approaches integrated business planning, predictive planning, and process management, with practical advice on getting quick value from day one.

Who this is for: CFOs, FP&A directors, finance managers, and anyone responsible for improving financial planning processes in a growing or complex organization.