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DCPA2207 - How to Price and Position FP&A Services

‐ Jun 9, 2022 1:45pm

Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering. In this session, we’ll discuss how to effectively price and position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.

Learning Objectives:

  • Assess the value that FP&A technology and services add to CAS practices
  • Determine whether a client is ready or not ready for FP&A services
  • Evaluate options to solve client problems with FP&A services and software solutions
  • Recognize effective approaches to pricing & positioning FP&A services




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