Recorded Webinars


Laying the Groundwork for Your New Planning System

Credits: 1.2 CTP/CCM | 1.2 FP&A

Implementing an effective planning system is a foundational step for FP&A to reduce time, errors, and agony in the budgeting and planning process. However, the promise of a planning system often meets the realities of IT systems implementations: 30-60% fail as measured by unmet goals, overspend, or significant delays. Getting off to a strong start is key to your success in this effort and for your FP&A team in general; in this webinar, a panel of experts and practitioners will discuss how they laid the groundwork for a successful planning system implementation, and what they wish they had done as well. This webinar is a companion to the AFP Guide to Implementing a Planning System, Part 1.

Learning Objectives

  • Learn how to layout a strategic roadmap for your IT system
  • Learn how to mobilize individuals around the organization to support a new planning system
This recording was originally delivered as a live event on Thursday, December 5, 2019 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
Take the quiz that appears at the conclusion of the recording within your recertification cycle to earn eligible credits. 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.


  • Kerman Lau
    Vice President of Finance
    Adaptive Insights
  • Frank Chou, CTP, FP&A
    Senior Financial Planning and Analysis Manager
    H&T Nevada, LLC
  • Nevada Kate Stansky
    Director, Budget & Cost Control
    Harvard Pilgrim Health Care
  • Bryan Lapidus, FPAC
    Director, FP&A Practice