Webinar Details
Course Description

Financial planning and analysis (FP&A) encompasses leadership, business acumen, communication, financial modeling, utilization of technology, and the ability to synthesize and present financial information. Adopting these skills and competencies provides finance leaders with the mindset to be better-informed, more future-focused business partners. Join Liz Briggson for an overview of core FP&A traits and activities. We will cover best practices for establishing your annual operating plan and analyzing business performance.

Learning Objectives
  • Recognize the core skills and competencies that facilitate an effective FP&A function
  • Identify how FP&A aligns with other core finance functions, including AP and AR
  • Recognize the benefits of a comprehensive financial operating plan
  • Explore best practices for FP&A cadences and deliverables
  • None
Who Should Attend

CPAs, finance leaders, AP leaders.  

Advanced Preparation


Presenter Details
  • Liz Briggson
    • Director, Partnerships & Education

    Liz is passionate about education and helping people reach their potential. 

    Liz's corporate finance experience includes progressive finance roles with Kellogg Company, Amway, and Open Systems Technologies. At Amway, Liz was responsible for management reporting for Amway’s portfolio companies and financial planning & analysis for Amway’s finance and executive divisions. Prior to that, Liz served clients in the utilities, insurance, and manufacturing industries in the assurance practice at PricewaterhouseCoopers.

    Liz is a licensed CPA in the state of Michigan. She leads Partnerships & Education for Encoursa. 

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
Tuesday, December 19, 2023

4:00 PM EST (see additional timezones)

  • Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.

    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

    For specific instructions on accessing your CPE, please see our FAQ section on our support page.

  • Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.

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