The problem:
Most teams shop for an FP&A tool the same way they shop for anything else. They watch a few demos, compare price tags, and pick the one that looked best on the day. Then six months in they realize it doesn't fit how they actually work.
The real issue is that no two finance teams need the same thing. A tool that's perfect for a 200-person company can be far too heavy for a lean team, and the features that win demos are rarely the ones you use every day.
Are you choosing a tool for the team you have, or the one a vendor assumes you have?
About this session:
Most finance teams know their current setup isn't working. The spreadsheets break, the close drags on, and no one trusts the forecast. So they go looking for a new FP&A tool. Then the demos start to blur together and every vendor sounds the same.
The problem isn't a lack of options. It's knowing which features actually matter for a team your size and how to tell a real fit from a good sales pitch.
In this session, Charlie Liu sits down with Jorge Lluch of Abacum and James Harootunian, Director of FP&A at Neuroflow, for an honest look at how to choose. You will hear from someone who builds the software, someone who buys and runs it, and someone who implements it for a living.
You will leave knowing what to look for, what to skip, and the questions to ask before you sign anything.
What you'll learn:
How to tell which FP&A features actually matter for a team your size
The questions to ask vendors before you commit
Where teams most often go wrong when they switch tools
What a smooth rollout looks like, and what slows one down
Speakers:
Charlie X.W. Liu | Founder at MCC
Jorge Lluch | Co-Founder & COO at Abacum
James Harootunian | Director of FP&A at Neuroflow

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Location
Webinar
Online
Finding the right FP&A solution
Tuesday, November 19, 2024 · 7:00 PM
(EST)

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