Redefining FP&A: Three Key Trends Driving Change
Taking the next step to more strategic engagement
Today’s episode features [Rob Kugel], [SVP & Research Director, Office of Finance] at Ventana Research, talking about the mission for a truly strategic financial planning and analysis group in the 2020s, and an approach to achieving that mission, something that Ventana Research calls “continuous planning.”
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About the Speaker
SVP & Research Director
Rob leads the Office of Finance and business research focusing on the intersection of information technology with the finance organization and business. His expertise agenda includes the application of IT to finance and business process optimization – particularly business planning, continuous accounting; ERP, price and revenue management, revenue, lease and tax accounting and robotic finance. Prior to joining Ventana Research he was an equity research analyst at several firms including Credit Suisse, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.