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ON-DEMAND WEBINAR

Automating FP&A: Stop Rushing, Start Analyzing

Lessons learned from fp&a automation specialists.

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Learning objectives:

The current state of FP&A and challenges

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The ideal future state of FP&A

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How to get started with FP&A automation

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HelloFresh’s FP&A automation strategy

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Specific Alteryx workflows for FP&A

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Join data & analytics experts from Embark and Alteryx to discuss how advanced analytics and automation help solve everyday challenges within Financial Planning & Analysis teams.

We’ll detail how a modern data & analytics tech stack, including Alteryx, specifically addresses key FP&A pain points, and outline a real-world use case from Alteryx user HelloFresh, and how automation and Alteryx adoption is contagious.

 

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Lessons learned from FP&A automation specialists

Stacy Galligan

Stacy Galligan

Financial Account Advisory Services West Region Leader

As Embark's Financial Account Advisory Services West Region Leader, Stacy is a dynamic financial and operation executive leading privately-held and publicly-traded companies across several industries through challenging periods of transition. She previously served as CFO at Punch Bowl Social, Pure Barre, and Smashburger.

She effectively implements process improvement and change without compromising company culture.

Hayden Mchan, CPA*

Hayden Mchan

Hayden began his career with PwC as an auditor, later transitioning into a Digital Accelerator at PwC where he focused on creating automated audit solutions for the firm’s engagement teams.

Joining Embark in 2021, Hayden now works with clients to reimagine the accounting function and everything it’s capable of, helping to reshape day-to-day workflows through new skills, solutions, and experiences.

Rishi Kapoor

Rishi Kapoor

Rishi brings 15+ years of experience in data analytics to his role as manager of the Partner Sales Engineering team in EMEA for Alteryx, particularly around the office of the CFO and financial services.

An Alteryx power user since 2016 and team member since 2018, Rishi focuses on providing the best possible experience to Alteryx customers, while also staying current on the dynamic analytics industry and financial markets.

 

Meet your hosts

Participants will earn 1 CPE credit.

Embark is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.


Record retention policy

Embark will maintain participant information in its CPE database for a period of five (5) years.


Program cancellation policy

Embark may at its discretion cancel a course program, delay a course program offering, or replace a previously announced course program with a course program of similar content. For external participants, Embark will make every effort to provide sufficient notification of a change of title or cancellation via e-mail to registered participants or via other marketing communications.  Embark reserves the right to substitute speakers in the case of instructor illness or other unforeseen circumstances. Due to this program being offered free of charge, there will be no refunds issued.

Field of study:
Accounting
Prerequisites:
None
Program level:
Basic
Delivery method:
Group internet-based
Number of CPE credits:
10

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