Where Finance Professionals Shape What's Next

Name: AFP FP&A Forum 2027
Start: 2027-03-22T13:00:00-05:00
End: 2027-03-24T13:00:00-05:00
Location: Hyatt Regency New Orleans

Connect with 500+ of your peers at AFP’s premier FP&A event. Take away practical solutions for forecasting, data, AI and automation, finance transformation, leadership and networking — March 22-24, 2027 in New Orleans.

Finance Professionals at the AFP FP&A Forum for finance

All Finance Insights.
No Spin.

Solve today’s toughest FP&A challenges with the people who understand them best.

At AFP's FP&A Forum, spend three days focused on the issues shaping your work right now — from improving data quality and connecting fragmented systems to strengthening forecasts, putting AI to practical use and proving its value.

Explore how other finance professionals are approaching planning and forecasting, data analytics, AI and automation, scenario planning, cost management and talent development. Through interactive sessions, candid roundtables and expert-led discussions, you’ll gain practical ideas for overcoming the barriers that can slow finance teams down.

You’ll also connect with hundreds of FP&A and finance professionals facing many of the same challenges — giving you the opportunity to compare approaches, share what’s working and bring actionable ideas back to your organization.

Bring your team. Sharpen your skills. Solve what’s next on your FP&A agenda.

500+ Finance and FP&A Professionals

18+ Sales-Free Sessions Across 3 Tracks

10+ Interactive Networking Experiences

20+ Cutting-Edge Solution Providers

Planning, Budgeting, and Forecasting Forum

Master predictive forecasting, agile planning cycles, and rolling budgets at this finance planning, budgeting and forecasting conference. Learn to right-size models, implement scenario-driven forecasts, and embed planning agility from practitioners at leading organizations.

Data, Analytics & AI

Leverage data analytics, AI, and automation to transform routine finance operations at this finance data and analytics event. Sessions cover Power BI integration, Agentic AI, finance bots, EPM cloud solutions, predictive modeling, and unified data ecosystems—delivering practical strategies for building AI-ready platforms and automating common processes.

Finance Function Strategy & Organizational Design

Transform your finance function with frameworks for organizational agility, cross-functional collaboration, strategic partnership and building an FP&A team. This finance function seminar delivers strategies for building high-performing teams and enabling business growth from practitioners who have been there and done that.

Finance Reporting & Process Optimization

Optimize month-end cycles, consolidation workflows, and reporting automation at this finance reporting forum. Sessions cover AI optimization of common tasks, Power BI integration, variance commentary agents, and data visualization strategies for real-time insights and faster close processes.

Move Finance Forward

"It's nice to have a bunch of folks here to focus on how we operate as a community and then talk about how we can all do that better, whether that's through networking or being challenged through the sessions or seeing what type of tools that are out there in the landscape."

TYLER VONDERHEIDE

Sr. Manager FP&A Systems and Product Enablement, Southwest Airlines
Impactful In-Person Learning

"I think it's great to recommend that someone come to this conference just because they get that unique learning here that you can't get from a webinar or an article. It's that in-person touch that really gives it meaning."

OSCAR GARCIA, FPAC

Chief Analytics Officer, Borrowworks
Real-World Insights You Can Apply Immediately

"The real-time conversations give a good sounding board to think about how can we apply this in our business? How do we want to articulate this to our team? What things should we try?"

JACOB MILLER

Director of FP&A, The Dollywood Company
Connect With People Who Get What You Do

"If you're coming to a conference and you're looking for that peer-to-peer networking about what's going well or lessons learned, I think this is a great conference for that."

CHRIS ORTEGA

Chief Executive, Fresh FP&A
Something For Everyone

"One thing I like most about this event, which is different from other conferences I've been to, is the ability for all staff members to gain some type of knowledge."

BETHANY EDMONDS

Sr. Financial Analyst, The MacArthur Foundation
Find Your People

"I'm really enjoying the networking aspect and being able to talk to other people in my field and get their perspectives on things."

ALICIA ARNOLD, FPAC

Financial Analyst, Oak Ridge National Laboratory
You Don't Know What You Don't Know

"Coming here has been a breath of fresh air. I am talking to other people who do the same thing I am, and finding out about tools I didn’t even know existed."

CATHERINE MORRIS

Director, Planning, Reporting & Analytics, ChildFund International
For Practitioners, By Practitioners

"The educational sessions I attended were all excellent and led by practitioners who were able to share relevant information and experiences."

ERIC RICKETTS

Sr. Director, FP&A, CRR Consulting LLC
Bring Back Solutions

"It was very helpful for me to hear from others in the industry, what challenges they’ve been through, how to overcome those, what to do, what not to do. I have some ideas going back home on how I can implement that in our organization."

CHEYENNE BRUBAKER

Accounting Manager, Faithward Resources
Not Just Any Finance Conference

"I’ve been to other CFO conferences, finance conferences, and I got way more out of this on the first day."

DENYE VERSHER, FPAC

Head of Finance, Child Action, Inc.
Focused Content

"There’s nothing like it for people in our specific sector of finance. This really does dial in on those things that we care about."

FRANK CHOU, CTP, FPAC

Director of Corporate Finance, Purple Innovation
Spark Inspiration

"I would definitely recommend this conference to my peers. I loved how the topics were specific to FP&A because we could actually take back what we learned and it helped spark inspiration."

ERIKA SOLIZ

FP&A Analyst, Texas Mutual Insurance Company

FP&A Forum Venue & Dates

The 2027 AFP FP&A Forum finance conference takes place March 22-24, 2027 in New Orleans, LA. Join FP&A and finance professionals at the best finance networking event in 2027 for three days of finance seminars, planning, budgeting and forecasting conference sessions, data analytics workshops, and peer networking events.

Venue: Hyatt Regency New Orleans
Address: 601 Loyola Avenue, New Orleans, Louisiana, 70113
Dates: March 22-24, 2027
Day 1: March 22nd - 1:00 PM (1st Session Block) to 6pm (Networking Event)
Day 2: March 23rd - 8:30 AM (1st Session Block) to 6pm (Networking Event)
Day 3: March 24th - 8:30 AM (1st Session Block) to 1pm (Keynote Luncheon)

View FP&A Forum Schedule

FP&A professionals listening to a speaker at the FP&A Forum finance conference and event

Finance Professionals attending an PB&F conference seminar

What to Expect at the AFP FP&A Forum Event

The AFP FP&A Forum brings together 500+ finance professionals for three days of FP&A education, collaboration and networking. This 2027 finance seminar delivers practitioner-led sessions, interactive roundtables and networking events tailored to FP&A career professionals.

Why Attend AFP's Premier Finance & FP&A Event:

Network with peers at targeted finance networking events
Earn FPAC and CPE credits through 24+ sessions across 3 tracks
Access cutting-edge FP&A tools and best practices from solution providers
Hear real-world case studies from FP&A and finance leaders
Strategic planning, data analytics, AI, risk management & leadership insights

FAQs About the 2027 FP&A Forum Event

Find answers to common questions about the premier 2027 finance event, including registration, sessions, speakers, and networking opportunities.

What is the AFP FP&A Forum?

The AFP FP&A Forum is the premier finance conference and networking event for corporate finance professionals working across financial planning, analysis, budgeting, forecasting, and strategic finance functions. This highly connected finance seminar brings together 500+ practitioners for three days of educational sessions, networking events, and peer collaboration covering essential finance topics including strategic planning, data analytics, technology integration, and leadership development.

View general information

Where and when is the 2027 FP&A Forum?

The 2027 FP&A Forum finance event takes place March 22-24, 2027 at the Hyatt Regency New Orleans, located at 601 Loyola Avenue, New Orleans, Louisiana, 70113. The finance forum runs from Monday afternoon through Wednesday lunch.

View full schedule | Book your hotel

How are FP&A Forum sessions and speakers selected?

All educational sessions at the FP&A Forum are selected by the FP&A Forum Planning Task Force—a group of practitioner peers including finance leaders from organizations like Southwest Airlines, Planned Parenthood Federation of America, and Borrowworks. This peer-selection process ensures the content is unbiased, relevant, and practical for finance practitioners. The Task Force reviews session proposals and selects topics that tackle real pain points and provide tools attendees can use immediately.

Meet the Planning Task Force | View educational sessions

Who should attend the FP&A Forum Finance conference?

The FP&A Forum is designed for corporate finance professionals working in the office of the CFO, including FP&A analysts, finance managers, financial analysts, finance directors, controllers, CFOs, treasury professionals, and accounting leaders. This finance conference is ideal for practitioners seeking to advance their finance skills, network with peers, and stay current on trends in budgeting, forecasting, financial planning, data analytics, and finance technology.

View eligibility requirements | Read attendee feedback

What topics are covered at the FP&A conference?

The 2027 FP&A Forum finance seminar features 24+ sessions across three tracks:

Finance & Financial Processes: Strategic planning, budgeting, forecasting, cross-functional alignment, performance management
Technology & Data: AI and agentic AI, predictive forecasting, Power BI, Excel automation, finance technology integration
Personal & Team Effectiveness: Leadership development, communication skills, FP&A career paths, team building, change management

Sessions also include hands-on Principles in Practice workshops where you can build finance bots and learn practical AI implementation.

View full session lineup | See schedule at a glance

How is the FP&A Forum different from other finance conferences?

The FP&A Forum is a highly connected finance conference, offering deeper peer connections and more meaningful networking opportunities. All sessions are sales-free and practitioner-led by finance professionals from diverse corporate finance backgrounds, ensuring you gain valuable insights and practical solutions instead of vendor pitches. The content covers essential finance topics including strategic planning, budgeting, forecasting, financial modeling, data analytics, technology integration, and leadership development relevant to all corporate finance roles.

Explore what makes FP&A Forum unique | Download event brochure

What networking opportunities are available at the FP&A Forum?

The 2027 FP&A Forum & finance seminar offers 10+ networking events including:

Finance-focused topical roundtables
Interactive peer discussion sessions
Evening networking receptions
Breakfast and lunch networking opportunities
Solution provider demos and one-on-one meetings
Small group discussions with fellow FP&A practitioners

These network events are designed specifically for finance professionals to connect, share challenges, and build lasting relationships.

View all networking events | Meet our sponsors

How much does FP&A Forum registration cost?

The 2027 FP&A Forum finance conference pricing varies by registration tier and timing:

Early (by December 11, 2026): $985-$1,385
Standard (by February 19, 2027): $1,185-$1,585
On-Site Registration (after February 19, 2027): $1,385-$1,785

AFP members and FPAC credential holders receive discounted pricing. Team registration discounts are also available.

View complete pricing details | Learn about AFP Grant Program

Can I earn CPE credits at the FP&A Forum?

Yes, the 2027 FP&A Forum offers continuing professional education (CPE) credits. Attendees can earn credits by participating in educational sessions across the three-day event. The finance forum provides documentation for CPE credit claims to support your professional development and certification requirements including FPAC, CPA, CMA, and CTP credentials.

Where Finance Professionals Shape What's Next

All Finance Insights.No Spin.

Solve today’s toughest FP&A challenges with the people who understand them best.

Bring your team. Sharpen your skills. Solve what’s next on your FP&A agenda.

500+ Finance and FP&A Professionals

18+ Sales-Free Sessions Across 3 Tracks

10+ Interactive Networking Experiences

20+ Cutting-Edge Solution Providers

Planning, Budgeting, and Forecasting Forum

Data, Analytics & AI

Finance Function Strategy & Organizational Design

Finance Reporting & Process Optimization

Move Finance Forward

Impactful In-Person Learning

Real-World Insights You Can Apply Immediately

Connect With People Who Get What You Do

Something For Everyone

Find Your People

You Don't Know What You Don't Know

For Practitioners, By Practitioners

Bring Back Solutions

Not Just Any Finance Conference

Focused Content

Spark Inspiration