AFP Complimentary Webinar


FP&A is Falling Short of CFO Expectations

Credits: 1.2 CTP/CCM | 1.2 FPAC

CFOs have been transforming FP&A for years, but most still give their FP&A teams low marks for delivering services that contribute to the company’s business strategy or value-added analysis. AFP’s President and CEO Jim Kaitz and Bain & Company experts, Michael Heric, Steve Beam, and Anup Juneja discuss their experience of working with CFOs across industries and geographies to highlight five key imperatives for improvement:

  • Lack of alignment or buy-in among business leaders
  • Sticking with the traditional approach to the FP&A organization
  • Inability to address critical gaps in skills
  • Inability to adopt or scale up new ways of working
  • Inadequate technology and data

Learning Objectives

  • Implement practical actions that will help the FP&A (CFO) function become the stewards of value creation, not just scorekeepers.
  • Better understand the CFO's role in effectively engaging in the business strategy process.

This recording was originally delivered as a live event and is now available to you as a convenient and cost-effective way to support your learning and development while also earning CTP, CCM, and/or FPAC credits.

Credits Confirmation At the conclusion of the recording the accompanying quiz will appear. Once you’ve successfully completed the quiz, you will be prompted to complete a brief Credits Request Form. Following the completion of this form, an email confirmation of credits earned and directions to post your credits in the Recertification Reporting Tool will be sent to you for your records. If you attended the live version of this webinar, you cannot earn credit for the recorded as well.

Have unanswered FP&A questions for AFP and Bain? Submit them here.


Jim Kaitz
President and CEO

Michael Heric
Senior Partner, Global Finance Transformation Solution Leader
Bain & Company

Steve Beam
Expert Partner, Finance & Digital Transformation
Bain & Company

Anup Juneja
Bain & Company