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Beyond the Spreadsheet: Real FP&A Stories from the Trenches

September 25, 2025 @ 2:00 pm – 3:00 pm EDT
Ever wonder how that FP&A team managed to cut their monthly close? Or curious about the creative workaround your peer used when their CEO asked for “real-time profitability by customer” with two days’ notice?
Learn from a blue-ribbon panel of FP&A professionals including Ted Weitzel, VP Finance & Ops @ Logik.io, Philip Peck, VP Finance Transformation @ Peloton Group, and Mike Wiley, Product Manager @ insightsoftware. We’ll share not just the “what” of advanced analytics, but the “how and why” behind FP&A success.
Our panelists will share real examples, honest challenges, and those “aha!” moments that transformed how they work. Expect practical takeaways you can implement Monday morning, plus a few war stories that’ll make you feel better about your own FP&A adventures. Come for the advanced techniques, stay for the real talk about what actually works in the wild. Moderated by: Neil Brown, Executive Director, Controllers Council
**CPE Eligible** Field of Study: Finance Level: Basic Prerequisite: None Advance Preparation: None required Delivery Method: Group Internet-Based Recommended CPE Credit(s): 1
Event Inquiries: For inquiries as well as complaints concerning this webinar, you are welcome to send an e-mail message to [email protected]
Please note that only those who attend the live webinar will have the opportunity to earn continuing professional education (CPE) credit in connection with this webinar. Because there is no charge to register for this webinar, there are no refunds following registration for this webinar. To be eligible to earn one CPE credit during this webinar, you must answer at least three polling questions while attending the webinar for a minimum of 50 minutes. Controllers Council 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 web site: www.nasbaregistry.org



