Topic: FP&A – Managing Finance Teams from Mess to Mastery
FP&A can be a function that is constantly in a reactionary state trying to respond to receive quality information from accounting/controllership, and respond to requests from their business partners. This session will walk through the steps to turn FP&A from a last minute stressor, to a true story-telling and business analysis powerhouse.
Dave is a Chartered Professional Accountant and an Engagement Manager with Sapling, leveraging his background in accounting to understand the earnings of a company and go deeper than internal or accountant-prepared financial statements. With Sapling, Dave has helped grow the diligence practice, overseeing the preparation of Quality of Earnings reports for mid-market transactions in industries ranging from healthcare to aviation. As part of due diligence engagements, Dave leverages his background in accounting to understand the earnings of a company, and go deeper than internal or accountant-prepared financial statements. Additionally, Dave has experience in operational and budget modelling, valuations, and data analytics.
Date: November 6, 2025
Time: 12:00 PM – 1:00 PM
Speakers:
Dave O’Brien, CPA MFin
Senior Engagement Manager
