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DCPA2110 - How to Grow Your CAS Practice with FP&A Services

‐ Dec 7, 2021 10:15am

In this session, we will examine the four levels of Gartner’s financial analytics maturity model and how to grow into higher value advisory services using this framework. Learn how financial planning and analysis (FP&A) technology can help firms deliver a full range of advisory services from: analytics to financial modeling (forecasting and budgeting), to strategic business planning for scaling your practice, to deepening client relationships, and growing revenue.

Learning Objectives:

  • Identify the key elements of Gartner's financial analytics maturity model.
  • Recognize how Financial Planning & Analysis technology can be incorporated into your practice.
  • Recognize key client pain points that can drive deeper client relationships through FP&A solutions.
  • Analyze how to build advisory opportunities leveraging FP&A tools and methodologies.




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