“Meeting the business where it is… not expecting the business to come and meet FP&A where best in class exists.”

FP&A Unlocked · Trust and Leadership Lessons for FP&A From 100+ Top Leaders with CFO Jon Laudie

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10:38

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What was described

Met the business where it was, introducing FP&A incrementally (data tables first, then quarterly cadence later) instead of pushing a full-blown best-practice model immediately

Said nearby on the same subject

“I used Claude later when Lovable started to simplify a lot of my tooling instead of having tables or paper.”
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Christof Gomez
Data, AI & Beyond - The Podcast ·
“We also always build in a cadence, whether that's weekly, monthly, or quarterly, with our customers to review.”
♫
Said on The GovCon Room
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“When we have an open model there, and people can test it out first, combine them to do application good for their targeted business, and later they can build their own model.”
ML
Ming-Yu Liu Nvidia
Practical AI ·
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“The one piece of advice I would give is first normal form inside a table in Excel. So that means that where you've got different months across the top, you don't want different months. You want a column and then a single column of values.”
MP
Mark Proctor
FP&A Unlocked ·
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