FP&A Today
Big shifts in FP&A – Bryan Lapidus
May 2, 2025
Bryan Lapidus, Director of the FP&A Practice at the Association for Financial Professionals, discusses the transformative shifts in Financial Planning and Analysis. He explores how AI is reshaping finance and challenges the notion that business school prepares students for FP&A roles. Lapidus highlights the evolving responsibilities of CFOs, particularly in private equity, and why FP&A professionals are highly sought after. Moreover, he shares insights on the significance of certifications in navigating the finance landscape and the essential skills for future finance leaders.
48:59
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Quick takeaways
- Certifications like the Certified Corporate FP&A Professional (FPAC) are essential for demonstrating proficiency and commitment to ongoing professional development in finance.
- The role of CFO has evolved into a strategic advisor, requiring skills in technology and collaboration to integrate financial insights effectively across the organization.
Deep dives
The Importance of FP&A Certifications
Certifications play a crucial role in professional development, especially in the finance field. The Association for Financial Professionals (AFP) provides valuable certifications like the Certified Treasury Professional (CTP) and the Certified Corporate FP&A Professional (FPAC), which demonstrate a commitment to mastering industry standards. These certifications require candidates to meet specific educational and experiential thresholds and include ongoing education components, thus ensuring that finance professionals remain updated on industry trends. The distinction between a certificate and a certification is significant, as a certification indicates proficiency and ongoing advancements in finance practices.
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