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Breaking the FP&A Value Trap: Redefining Finance for the Age of AI

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Your CFO wants AI-driven forecasting. Your data science team is eager to build custom models. Your vendor is pitching the latest cloud platform. But as finance teams rush to modernize FP&A, CIOs are left managing fragmented systems, inflated expectations, and disappointing results.

Join Forrester and OneStream as we explore why most FP&A investments fall short. You'll learn how to cut through vendor hype, unify financial and operational planning, and build a scalable, enterprise-wide capability powered by AI Built for Finance.

Key Takeaways for Technology & Finance Leaders:

  • Diagnose the Value Trap: Learn why 73% of leaders are investing in new budgeting software, yet most will fail to see significant ROI due to predictable strategic missteps.
  • Match Architecture to Ambition: Use Forrester's vendor archetype framework to ensure your platform choice supports your business goals.
  • Separate AI Hype from Reality: Learn how deterministic, context-aware AI delivers 10-20% forecast accuracy gains and why generic AI often misses the mark.
  • Master the Six Principles of Value Realization: Discover the repeatable patterns that drive successful FP&A transformations, starting with re-engineering before automation.

Reimagine the role of FP&A and look forward to planning with greater clarity, confidence and strategic impact.

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