FP&A Forum Schedule

From dynamic FP&A educational sessions to visionary keynote speakers and impactful networking, every part of the FP&A forum conference agenda is designed to spark fresh ideas and real solutions to today’s biggest challenges and tomorrow’s opportunities.

The event will take place at the JW Marriott in Indianapolis, IN from March 23-25, 2026.


Day 1 Schedule

Monday, March 23, 2026

TimeSession
1:00 - 2:00 PMPrinciples in Practice | Delivering Impactful and Compelling Messages
1:00 - 2:00 PMPrinciples in Practice | Designing Finance Bots that Don't Derail the Reporting Cycle
1:00 - 2:00 PMRoundtable: Is Your Forecast Adding Value?
1:00 - 2:00 PMCollaborate to Win: Cross-Functional Alignment Elevates Strategy and Finance
2:00 - 2:30 PMIndustry Meet-up | Non-Profits, Education & Government
2:05 - 2:20 PMPartner Content Sponsored by Crux
2:30 - 3:30 PMPrinciples in Practice | Orchestrating an FP&A Agent: Architecture, Prompts, and Packaging for Month-End Commentary
2:30 - 3:30 PMPrinciples in Practice | FP&A Audience Engagement Strategy
2:30 - 3:30 PMFollow the Yellow Brick Road: Reimagining Planning, Forecasting, and Analytics at AMC Theatres
2:30 - 3:30 PMRoundtable: Establishing a Data Culture

3:45 - 5:00 PM

Opening Keynote | Becoming a Great Human Leader in the Age of AI
5:00 - 6:00 PMKick-Off Reception

 

Day 2 Schedule

Tuesday, March 24, 2026

TimeSession
8:30 - 9:30 AMAsk, Analyze, Automate: How Modern FP&A Drives Strategy With Agentic AI
8:30 - 9:30 AMBuilding Buy-in to Lead and Sustain Organizational Change
8:30 - 9:30 AMBeyond the Buyout: A Survival Guide for Finance Leaders in PE Environments
8:30 - 9:30 AMRoundtable: Adapting to Workforce Trends: What Finance Leaders Need to Know
8:30 - 9:30 AMPartner Content Session Sponsored by IBM
9:40 - 9:55 AMPigment Demo | Redefine Business Planning with Agentic AI
9:45 - 10:15 AMIndustry Meet-up | Business & Professional Services
10:05 - 10:20 AMAnaplan Demo | How to Connect Data, People, and Plans for Agile Decision-making
10:30 - 11:30 AMImplementing Predictive Forecasting at Shutterfly
10:30 - 11:30 AMRoundtable: Managing Capital Expenditures
10:30 - 11:30 AMNavigating the Push and Pull Between a CEO's Vision and a CFO's Reality
10:30 - 11:30 AMJustPerform by insightsoftware Demo | Cutting Through the Noise: How AI Gives FP&A Teams Time to Think Strategically
10:30 - 11:30 AMEvolve Your Budgeting and Forecasting for the Next Generation of Finance
11:50 AM - 12:05 PMSAP Demo | From Forecasting to Prediction: Machine Learning for Modern FP&A
12:15 - 12:30 PMPartner Content Sponsored by IBM
12:15 - 12:45 PMIndustry Meet-up | Manufacturing
12:40 - 12:55 PMPlanful Demo | Meet Your New FP&A Partners: Planful AI Assistants
1:00 - 2:00 PMUsing Power BI to Rewire and Integrate Your Planning Processes
1:00 - 2:00 PMRoundtable: FP&A in Growth Stage Companies
1:00 - 2:00 PMHow AI Saved 50 Hours in My Monthly Finance Operations
1:00 - 2:00 PMHow I Built This: FP&A For Today and Tomorrow
1:00 - 2:00 PMPartner Content Sponsored by Maxa
2:10 - 2:25 PMSolver Demo | xFP&A in Action: From Data Silos to Unified Intelligence
2:30 - 3:30 PMVisual Storytelling: Transform Your Slides, Transform Your Impact
2:30 - 3:30 PMRoundtable: Partnership Tactics That Really Work
2:30 - 3:30 PMHow AI Enhances Finance's Value to the Business: Our Story
2:30 - 3:30 PMAgile by Design: Operational Agility and the FP&A Enabler Role
2:30 - 3:30 PMPartner Content Sponsored by Una Software
3:40 - 3:55 PMBILL Demo | Mastering the Long Tail: Predictable Cash Flow and DSO Reduction Through Automated Settlement
4:00 - 5:00 PMA Transformation Blueprint for Client–Implementer Partnerships 
4:00 - 5:00 PMLevel Up Your Finance Team: Coaching, Accountability, and Culture in the Next Era
4:00 - 5:00 PMThe FP&A Transformation Playbook: From Spreadsheet Heroes to Strategic Partners
4:00 - 5:00 PMRoundtable: Develop Your Risk and Response GPS: An Interactive Finance Simulation
4:00 - 5:00 PMPartner Content Sponsored by SAP America
5:00 - 6:00 PMNetworking Reception

 

Day 3 Schedule

Wednesday, March 25, 2026

TimeSession
8:30 - 9:30 AMRoundtable: Technology & Change Management
8:30 - 9:30 AMWhere Do FP&A Careers Actually Go? Four Paths You Haven't Been Told About
8:30 - 9:30 AMUnlock SaaS-like Capabilities with Excel and Power Query
8:30 - 9:30 AMFrom Headwinds to Tailwinds: How Finance-led Turnarounds Drive Sustainable Growth
9:40 - 9:55 AMAbacum Demo | AI for Analysis and Scenario Exploration
9:45 - 10:15 AMIndustry Meet-up | Retail & Distribution
10:05 - 10:20 AMRamp Demo | Automating Finance Operations
10:30 - 11:30 AMFrom Now to Next: Roadmap to Your AI Future
10:30 - 11:30 AMSpeak, Lead, Succeed: Communication Skills for FP&A Professionals
10:30 - 11:30 AMSmarter Forecasts, Not Bigger Data: Right-Size Models for Real-World Decisions
10:30 - 11:30 AMFrictionless Finance
10:30 - 11:30 AMRoundtable: What We are Working on Now in Automation and AI
11:30 AM - 1:00 PMClosing Keynote Luncheon | Turning the Ordinary into Extraordinary: Exceeding Our Perceived Limits

 

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