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FPA Group and Innovation Enterprise Academy Announce New Partnership

FPA Group has partnered with The Innovation Enterprise Academy (IE Academy) to launch a live online course, ‘Communication Skills for FP&A Professionals’, that aims to solve the problem of miscommunication specifically among finance professionals. The course will be delivered by industry leader and founder of The FPA Group, John Sanchez, and provides students with an understanding of their own unique communication style and how they can leverage it effectively to get their message across. Communication skills are much like muscles in that they must be exercised regularly to keep them in top condition. If you don’t work on them, they […]


Using Stories for Business Works. Do You Use them?

63% vs. 5% If you communicate in business meetings the way most people do, it might surprise you to know that only about 5% of people will remember the facts you share. Research shows that is the percentage of people that remember Information presented in a traditional, Joe Friday, manner; “Just the Facts”. If, however, you used stories to convey your message, you would increase your audience’s retention by a factor of twelve. Yup, that same research says more than 63% of people will remember things they hear when it’s in the form of a story. So, why don’t more […]


Review: Adaptive Insights Demo

This is a review of a demo of Adaptive Insights. It is not a review of my first-hand usage of the product, although I have used a trial version of the product with full functionality in the past. This review, however, is based on a demo of the most recent product. I am not affiliated with Adaptive Insights.


Communication is a Big Rock

Some experts say the average business executive spends 75% to 80% of their time communicating. If you are going to spend the majority of your time communicating it only makes sense to get as good at it as you can, wouldn’t you agree? When we think about the concept of putting first things first, or Big Rocks First, communication is definitely a big rock.                       Source: http://depts.washington.edu/mbaclub/businesscomm/system/files/whycommunicate.pdf


Big Rocks First

Big Rocks First Lots of people have heard of the 80/20 rule, also known as the Pareto Principle. The concept was named by a management consultant named Joseph Juran in 1906, after Vilfredo Pareto. Pareto was an Italian economist who first came across the idea of the 80/20 rule when he noticed that roughly 20% of the pea pods in his garden produced about 80% of the peas. He later observed that 20% of Italy’s land owners owned 80% of the country’s land. Over the years, this rough ratio has been observed in many contexts and has become a rule of thumb. This 80/20 rule […]


The Importance of Communication Skills

FPA Group Managing Director John Sanchez was recently interviewed by KForce about the critical importance of communication skills. While most FP&A professionals devote time to improving their technical skills every year, few spend any time honing their communication skills. FP&A professionals are routinely called upon to communicate with others in their own company and frequently must deal with people outside their organization, as well. Being effective in this communication is key to success in this role. Read the full article on the KForce website where John was interviewed.


Should I Pursue the new FP&A Certification?

Should I Pursue the new FP&A Certification? As the AFP ups the ante in their marketing of the upcoming FP&A certification discussions are bound to come up around the question of who should pursue the certification and why the FP&A instead of one of the other certifications out there. In fact, in the FP&A Linkedin group I manage there has already seen discussion around this, so here is my take. First, in the interest of full disclosure, I will be teaching the AFP’s review course for the FP&A beta exam. This may present the appearance of bias on my part, […]


Sanchez Will Teach AFP’s FP&A Exam Prep Course

The Association for Financial Professionals (AFP) has selected John Sanchez to teach the inaugural AFP Certified Corporate Financial Planning & Analysis Exam Prep Course. FPA Group and John Sanchez are proud to be a part of this new certification offered by the AFP. The other certification programs that have been offered for years have focused on many other areas of accounting and finance, but none has brought together the specific knowledge and skills required to be a successful FP&A practitioner, until now. The course will start Tuesday, November 12, 2013 and will run through Thursday, February 6, 2014. This review […]


Review of iDashboard Data Visualization Demo

I recently attended an iDashboard informational webinar that included a demo of the tool. The following is my review of that webinar. For clarity, I have not tried a hands on demo, nor have I had a one-on-one demo. My review is strictly based on their webinar. Looks Like All the Rest iDashboard’s informational webinar reinforced my opinion that most of the marketing messages from most of the budgeting, data visualization and business intelligence software companies all sound the same. We can connect to any data source, our dashboards are the best you can find and our interface is so […]