Kevin Appleby Catherine Marks

The Future of FP&A: Supporting the Chief Value Officer Transition

A Webinar Masterclass by Kevin Appleby and Catherine Marks

About this Talk

In a rapidly evolving finance landscape, FP&A is no longer just about forecasting and reporting — it's about supporting the strategic shift toward value creation. This masterclass explores how the FP&A function is evolving to enable the Chief Value Officer transition, and what that means for finance professionals today.

We’ll kick off with a high-level discussion on where FP&A is headed, before moving into a practical, discussion-led session using key topics from our Q3 Planning, Budgeting and Forecasting Tech Showcase — including the upcoming FP&A live workshop and other learning opportunities.

This session will spotlight how innovation in FP&A is less about shiny tools and more about aligning people, processes, and systems to deliver meaningful business impact. We’ll introduce the Strategic Finance Spectrum, a framework that maps the journey from traditional FP&A to Strategic Finance, helping attendees understand where they are now — and where they could go next.

Come ready to contribute — this is an interactive session, and we want to hear your perspectives to enrich the conversation.

Please note: the session will not be recorded.

23 July 2025, 04:00 PM

04:00 PM - 05:00 PM

About The Speakers

Kevin Appleby

Kevin Appleby

COO & Podcast Host, GrowCFO


Catherine Marks

Catherine Marks

Course Facilitator, GrowCFO