H&F FP&A | Debrief of October 2026 In-Person Meeting and Member Discussion

# H&F FPA

Following our October 28 in-person meeting in New York City, please join us for a virtual follow-up to continue the conversation, revisit key takeaways and discuss progress on the priorities we identified for 2027.

These debriefs are a valuable opportunity for members who attended, as well as those who couldn't join us, to share perspectives, ask questions and identify areas where further benchmarking and peer exchange would be helpful.

Topics will include:

Review the key takeaways from our in-person meeting: We'll revisit H&F's 2027 priorities, the evolving expectations for FP&A leaders and the most important lessons from our discussions. Members who attended can share their biggest takeaways, while those who couldn't join will have an opportunity to contribute.

Continue the conversation on forecasting accuracy and reforecasting: We'll follow up on how members are identifying forecast misses earlier, improving the speed of reforecasting and strengthening confidence in the numbers as they work toward their 2027 targets.

Follow up on AI adoption and the future of FP&A: Building on our AI Workbench and talent discussions, we'll compare progress on practical AI use cases, how members are preparing their teams and where challenges or opportunities remain.

Revisit benchmarking results and member commitments: We'll discuss the findings from our annual benchmarking survey and check in on the 90-day commitments members identified around forecasting, AI and productivity, including where additional peer or H&F support could help.

Shape future discussions and meetings: We'll identify topics members would like to explore further, brainstorm potential speakers and determine where additional peer exchanges could be most valuable.

Looking forward to seeing you all!

Starting in 19 days 9 hours

4:00 PM - 5:00 PM GMT

December 2, 2026

Online

Starting in 19 days 9 hours

4:00 PM - 5:00 PM GMT

December 2, 2026

Online