Event

The evolution of the finance function: extending FP&A to include operational planning (xP&A)

When:
1st June 2023, 10am - 12pm
Venue:
Microsoft HQ, Leopardstown, Dublin 18
Who should attend:
Senior Finance Executives
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The evolution of the finance function: extending FP&A to include operational planning (xP&A): How Microsoft, Codec & Board are delivering this transformation.

According to a recent Gartner report on the Future of Finance “Through 2024, 30% of financial planning and analysis implementations will be extended to support operational finance processes, and 50% will require a substantial extended planning and analysis roadmap from the vendor."

How is your organisation prepared for the extended role of finance for the future? 

Join Codec, Microsoft and Board for a briefing on the 1st June in Microsoft HQ to understand the challenges faced by today's CFO. Learn how Codec are enabling decision makers to plan smarter, lead transformation and unify cross functional teams within their organisation by harnessing the power of Microsoft and Board technologies with the use of enhanced reporting, AI and machine learning to enrich financial data. 

See the technology in action on the day with demonstrations of Board and Power BI, and hear about how some of the worlds' leading brands use Board to extend their financial planning and analysis to achieve integrated business planning across the entire organisation (finance, sales, operations). 

About Board
Board International are a Leader in the 2022 Gartner® Magic Quadrant™ for Financial Planning Software. Their platform allows for smarter planning, actionable insights & better outcomes.  Board are trusted by more than 2,000 customers worldwide including some of the best known brands including Coca-Cola, KPMG, H&M and M&S to name but a few. 

About Codec 
Codec is one of the most awarded and recognised Microsoft partners in Ireland & the UK with over 35 years experience in delivering finance transformation solutions. From financial management and financial consolidation to budgeting & planning and reporting & analytics, Codec have the partnerships, skills and expertise to deliver impact for our clients. 

Event agenda:

  • 9.30am - Registration, Breakfast & Networking (Microsoft HQ)

  • 10am - Introduction & Welcome (John Roddy, Commercial Director, Codec)

  • 10.05am - Challenges facing today's CFO (Keith Davies, CFO, Microsoft Ireland)

  • 10.30am - Using Power BI & Azure AI to enrich financial data (Codec)

  • 10.50am - Introduction & demonstration of the Board intelligent planning platform and what good looks like in terms of cross functional planning (xP&A) (Gavin Allen, Head of Pre-Sales, Ire & UK, Board)

  • 11.30am: Q&A 

About the speakers

keithdavis

Keith Davies, Microsoft Ireland CFO 

Keith is an experienced business leader and partner with a proven track record of delivering sustained double-digit growth. Currently sitting on Microsoft Ireland’s senior leadership team & Microsoft's Western Europe finance leadership team, Keith is responsible for driving strong, sustained and compliant business growth for Microsoft in Ireland. 

With a core responsibility to land the annual budget, drive accurate monthly forecasting, and support strategic planning activities with the sales organisation, Keith also has P&L cost control accountability with focus on effective investment, efficiency and business empowerment.

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Alberto Merinos, Data & AI Practice Lead, Codec 

Alberto is an experienced Microsoft Data & AI expert delivering solutions around Business Intelligence,  Database Administration, Database Design, Microsoft SQL Server and Data Analysis. 

Alberto is passionate about the use of machine learning and AI to uncover new insights to help transform business decision making.  He works with some of Ireland's biggest organisations to help them adopt new technologies that will enhance value creation through data drive insights.

Gavin Allan

Gavin Allen, Head of Pre-Sales, Ire & UK, Board International 

A qualified accounting professional and technology expert who brings strong proficiencies across business intelligence, performance management, and technology transformation. From consultancy and implementation, to the management of corporate engagements through pre-sales and sales, Gavin’s wide-ranging experiences have provided the relevant skills and expertise to empower business transformation through digital technology, innovation and professional consulting.

Gavin specialises in working with organisations to achieve finance transformation through digital technology platforms, bespoke software development, professional consulting, and coaching.

Register for the briefing