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Key takeaways
- Move beyond collecting inputs and challenge assumptions constructively
- Effectively lead a cross-functional team through the five phases of budgeting
- Create budgets that help leaders make better decisions
- Use AI to increase speed and accuracy during the budgeting process
Christian Wattig is an FP&A expert with 14+ years of experience in MNCs (P&G, Unilever) and high-growth tech startups (Squarespace). After earning his MBA from NYU Stern, he helped take Squarespace public. Now an entrepreneur, Christian directs the FP&A certificate program at Wharton and runs his firm, FP&A Prep, offering corporate training, online programs, and sharing insights through LinkedIn, newsletters, and his 'FP&A Tuesday' series.
Kirk Kappelhoff is a financial modeling expert with a BBA in Finance & Accounting and nearly a decade of experience at Deloitte, EY, and KPMG, where he built models for pre-IPO companies, M&A transactions, and strategic planning initiatives. At KPMG, he led the Business Modeling Services team, specializing in equity stories and financial forecasts that help high-growth companies communicate their value to investors. At Drivetrain, Kirk writes about strategic planning, granular reporting, and modern FP&A best practices for rapidly scaling finance teams.
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Ready to start your journey?
Fewer spreadsheets, faster planning, better decisions
