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Getting to a Winning FP&A Story
FP&A Today
Strategies for Board Presentations and Relationship Building in FP&A
Learn how to handle tough questions from boards, build relationships to understand stakeholder needs, and incorporate storytelling into FP&A roles for better communication.
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Speaker 1
Yeah,
Speaker 2
my pro tip would be, and I don't know how many boards I've talked to in my career, but there's always the one guy, and I don't have any paper in here, there's always the one guy in the board meeting, who the whole time you're talking, he's just staring at the spreadsheet or whatever, and he's not even making eye contact. And they're gonna be the one that asks the tough question, just out of the blue and nowhere. So my approach to that always was, whatever I'm presenting to the audience, and I'm thinking of boards in particular here, that's gonna be one level. I'm gonna be prepared for two levels of questions below that because there's, you know, you just need to, like don't show all your cards right out of the gates because then you don't have anything else to answer the question to. So a way to sort of backstop it is, okay, if I'm giving them cost of sold went up this month, you know, and this is why I think it is, then I need to know who the vendor is that, you know, whatever, whatever other level of questions, they're just being ready for that.
Speaker 1
Glenn, really
Speaker 2
quick
Speaker 1
to that. Going back earlier on, early in the FMA career and how can you build the skill sets, I like as you deliberately take those opportunities to build relationships across different stakeholders, you're learning the types of questions that they're asking. And that gives you gunpowder in the scenario that we just described. Oh, I know marketing is going to show up in this meeting. What are the things I need to be prepared for that they might ask and then you can put yourself in the On the offense so to speak as opposed to potentially being on the defense They may never ask the question, but then you know that you're prepared for that and
Speaker 2
we have a bunch of questions We didn't get to we are right up against time. I think if you guys are open to it I'd love to if you guys could share how and I think we're going to get it here with, yeah, connecting on LinkedIn, how people can get in touch with you for follow -up questions. And that's open for me as well. You know, there's a few things we didn't get to today, but I just, I want to say this is, we could talk about this all day. You guys have been great to our audience. Thank you for your active participation and engagement. And we hope this session's inspired you to embrace the power of storytelling in your FPNA roles. And I hope you got some tools from it. And, you know, mastering FPNA storytelling, it's a journey. We're all constantly learning and finding new ways to do it. So keep learning, practicing and refining your skills. And once again, a big thank you to Sufjan and Matthew and to all of you.
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