The Digital North American FP&A Circle by FP&A Trends
Generative AI is no longer an experiment. In leading finance teams, it’s already reshaping how forecasts are built, reports are written, and insights are delivered.
But for most organizations, the real shift is only beginning, and it’s not a technical one. The barriers to progress are no longer about tools, but about people, trust, and data.
Join the Digital North American FP&A Circle hosted by FP&A Trends to explore how teams are moving beyond pilots toward meaningful integration, combining human judgment with Generative AI to build a more confident, responsive finance function, drawing on practical insights from our experienced professional panel.
The Panel:
- Gaby Makstman, Director of Financial Planning and Analysis at SquareTrade, San Francisco FP&A Board member
- Scott Campbell, Head of Digital COE - Finance FP&A at Philips, Amsterdam FP&A Board member
- Atif Hafeez, Chief Financial Officer at Quantanite, London FP&A Board member
- Kyle Trainor, Senior Technology Manager at Wolters Kluwer CCH Tagetik
- Hans Gobin, FP&A Leader and International FP&A Board Ambassador (Discussion Facilitator)
Agenda:
- From pilot to practice: How GenAI Is becoming part of daily FP&A
- Shifting roles and skills in the age of GenAI
- Building trust: The role of data, governance, and human oversight
- Using embedded GenAI tools for reporting and forecasting
- Conclusions, recommendations, and Q&A session
