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

November 13, 2025 @ 1:00 pm - 1:30 pm

  • Theater 1

About Session

Finance is evolving—from spreadsheet-bound number crunchers to strategic enablers of business performance. This session explores what a modern FP&A maturity journey looks like, outlining key shifts from static data reporting to dynamic, foresight-driven planning. You’ll learn how leading teams are redefining their role through smarter processes, integrated data and embedded execution accountability. We’ll also demystify the role of AI—not as a replacement but as a catalyst for more accurate forecasting, faster decisions and scalable strategic insight.

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

Darrell Cox

CFO, Una Software

Presented by