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DCPA2231 - Implementing Client Facing FP&A Tools

‐ Dec 7, 2022 9:50am

As client expectations shift toward more forward-looking insights, financial planning and analysis (FP&A) is now a core pillar of CAS practices. Firms can streamline their FP&A advisory services and help clients through the digital transformation by using a modern technology stack that provides real-time business insights and non-financial metrics.

In this session, we’ll cover how to make this a business process and not another tedious Excel task for the team.

Learning Objectives:

  • Determine the advantages of modern FP&A tools vs Excel
  • Distinguish the right balance of the client-to-staff ratio
  • Identify realistic timelines for your clients and your firm
  • Apply the use of technology to productize advisory through


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