Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton and has helped companies across industries build smarter, more responsive finance functions. Her passion is making data more meaningful and empowering teams to work better together not just through systems, but through clarity, communication, and care.

Expect to Learn:

• Why great FP&A is about being the “nervous system” of a company, not just reporting numbers.

• How a CFO used one simple metric to drive company-wide cost discipline.

• Why fixing data issues means looking beyond tech and starting with people and processes.

• How to build credibility in finance by solving one problem at a time.

• What it means to approach data with empathy and why it changes how you solve problems.

Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton and has helped companies across industries build smarter, more responsive finance functions. Her passion is making data more meaningful and empowering teams to work better together not just through systems, but through clarity, communication, and care.

Expect to Learn:

• Why great FP&A is about being the “nervous system” of a company, not just reporting numbers.

• How a CFO used one simple metric to drive company-wide cost discipline.

• Why fixing data issues means looking beyond tech and starting with people and processes.

• How to build credibility in finance by solving one problem at a time.

• What it means to approach data with empathy and why it changes how you solve problems.

Nate Saperia is a finance veteran with a background spanning economic consulting, corporate finance at companies like GE and Hess, and advising private equity-backed firms on financial planning and analysis. Recently, Nate launched his own consulting firm, focusing on helping businesses navigate strategic finance challenges and achieve smarter growth. Known for his clear and pragmatic approach, Nate is passionate about helping FP&A professionals elevate their role beyond reporting into true business partnering.

Expect to Learn:

• Why truly great FP&A means understanding the business and enabling better decision-making.

• How to break down high-level financial goals into clear, measurable, and actionable KPIs.

• The nuanced difference between traditional FP&A and strategic finance roles.

• What it’s like working in private equity-backed companies, including the heavy reporting demands and rapid pace.

• The top technical and interpersonal skills FP&A professionals should prioritize now.

Wassia Kamon is a finance powerhouse with over 15 years of experience across various industries, including manufacturing, technology, pharmaceuticals, and nonprofits. As CFO at ACE, a nonprofit lending institution, she plays a key role in providing capital to entrepreneurs. Wassia has also been recognized as a 40 Under 40 honoree by CPA Practice Advisor and is the host of the podcast The Diary of a CFO. She's passionate about helping high-potential finance leaders step into executive roles and shares her expertise through coaching, speaking engagements, and teaching at the Wharton Online Certificate Program.

Expect to Learn:

• How Wassia transitioned from FP&A to CFO and the unexpected challenges she faced along the way.

• The power of trust and relationships in becoming a key business partner, not just a number cruncher.

• Why being invited into decision-making conversations early is a game changer for finance teams.

• What it was really like dealing with the board of directors for the first time as a CFO.

• How to expand your influence and take a broader view of business to become a true strategic partner.

Parker Gilbert is the CEO and Co-founder of Numeric, a financial close platform designed to make accounting teams faster, more accurate, and more collaborative. With a background in investment banking and hands-on experience as Head of Finance at Hearth, Parker understands both the strategic and operational challenges finance teams face. Frustrated by the limitations of traditional accounting tools, Parker set out to build Numeric, software purpose-built to simplify and streamline the month-end close.

Expect to Learn:

• Why Parker and his team started Numeric to solve overlooked pain points in accounting.

• How traditional tools like Excel and legacy ERP systems are failing modern accounting teams.

• What it means to build software specifically for the financial close process.

• Why visibility and collaboration are essential in reducing close errors.

• How Numeric empowers teams to understand what’s been done, what’s left, and where issues arise.

Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners. With over 10 years of experience as a business partner at Maersk, Anders has firsthand knowledge of what it takes to create value through finance. He is the co-author of Create Value as a Finance Business Partner and is about to release his new book, Communicating Financials to Executives. He is also a top LinkedIn voice with over 400,000 followers, where he shares valuable content for finance professionals looking to grow their careers and impact.

Expect to Learn:

• How FP&A can go from just reporting numbers to playing a strategic role in the company.

• The best way to present financial insights so executives can act on them.

• Why synthesizing data is important for decision-making, and how it's different from just summarizing it.

• Practical steps to improve communication between finance teams and business leaders.

• How to build strong relationships with stakeholders, even when they’re hesitant to work with finance.

Cassie is the Vice President of FP&A at Ultradent Products, a dental manufacturing company, where she played a key role in building the company’s first FP&A team from the ground up. Marcus serves as the Senior Finance Director at Wellpath, a healthcare company, where he is passionate about making finance accessible across all departments. Mario is the Senior Director of Finance at E.W. Scripps Company, brings over 25 years of experience in FP&A. He was part of the first cohort to earn the credential and shares valuable insights on how the certification helped him stand out and advance in his career.

Expect to Learn:

• The impact of continuing education on staying up-to-date in the field of FP&A.

• The value of the credential and how it can impact your career in FP&A.

• Key insights on how to prepare for the exam and tips for success.

• The importance of continuous learning and staying updated in the financial industry.

• The role of FP&A in driving business strategy and decision-making.

Alfredo Kinanga is a finance and trade marketing professional with 14+ years of experience in accounting, planning, and commercial finance.He’s passionate about driving business growth and using FP&A to connect strategy and execution. Jihane Mochamad is a CPA from Canada with over 10 years in payroll, financial reporting, and budgeting.She works in the senior living industry, focusing on automation and preparing for the future of finance.

Expect to Learn:

• What Alfredo and Jihane gained from the strategy and AI modules

• How financial modeling and data storytelling helped transform their work

• The power of co-creation and business partnering in FP&A

• Why communication, empathy, and stakeholder relationships are must-have skills

• How the program helped them reconnect with foundational finance knowledge

Alfredo Kinanga is a finance and trade marketing professional with 14+ years of experience in accounting, planning, and commercial finance.He’s passionate about driving business growth and using FP&A to connect strategy and execution. Jihane Mochamad is a CPA from Canada with over 10 years in payroll, financial reporting, and budgeting.She works in the senior living industry, focusing on automation and preparing for the future of finance.

Expect to Learn:

• What Alfredo and Jihane gained from the strategy and AI modules

• How financial modeling and data storytelling helped transform their work

• The power of co-creation and business partnering in FP&A

• Why communication, empathy, and stakeholder relationships are must-have skills

• How the program helped them reconnect with foundational finance knowledge

Dan Cotoia is a Senior Finance Director in the pharmaceutical industry with 18+ years of FP&A experience across commercial finance, R&D, and cost accounting.Anh Tran is a finance professional with a background in investment banking and regulatory finance, recently returning to corporate finance after completing the Wharton FP&A Certificate Program.

Expect to Learn:

• Why Dan and Anh chose the Wharton FP&A Certificate over other programs

• What makes the program stand out, from live interaction to practical content

• Key takeaways they applied directly to their jobs

• How much time you’ll actually spend on the coursework

• How the program supports career transitions and networking

• The role of AI and Power Query in modern FP&A training

Elias Apel is the CEO of Lucanet, a global provider of “Office of the CFO” software solutions for enterprises and SMEs. Founded in 1999, Lucanet offers tools for financial planning, consolidation, ESG reporting, tax compliance, and treasury management. The company supports nearly 6,000 customers in over 50 countries, with offices across Germany, Europe, the UK, Asia, and North America. Elias previously served as Lucanet’s CFO and VP of International Go-to-Market. He is also the co-founder of Argonas Corporate Finance Advisors, specializing in complex M&A and financing transactions.

Expect to Learn:

• What makes FP&A truly impactful and strategic

• How to build trust across finance functions

• Leveraging AI to boost financial operations

• Transitioning from advisor to successful CEO

• Integrating data analytics under finance leadership

• Strategy behind Lucanet’s acquisition of Causal

Glenn Snyder is a Senior Director at Riverrun Consulting, specializing in interim financial leadership. With a career spanning financial services, fintech, SaaS, private equity, and more, he has held leadership roles at Franklin Templeton, Visa, Charles Schwab, and Digital Realty. Glenn is also an author, educator, and board member, passionate about mentoring finance professionals and improving FP&A effectiveness.

Expect to Learn:

• The key elements of great FP&A and how it drives executive decisions

• How to balance company goals with employee career development

• Strategies for building strong business partnerships in FP&A

• The role of automation and efficiency in FP&A reporting and analysis

• How to successfully transition into a new leadership role

• Overcoming resistance from business leaders and earning trust in finance

• The importance of storytelling and data visualization in financial reporting

Jeff Casale is the CEO of Board, a leading FP&A software company. With previous leadership roles at MarkLogic, Dell Technologies, VMware, and EMC, Jeff has a deep understanding of enterprise technology and how finance functions can drive business growth. Rich Wagner is the Field CTO at Board and the former CEO & Founder of Prevedere, a predictive analytics company that leverages external data for accurate forecasting. With over 20 years of experience in technology, consulting, and Fortune 500 leadership, Rich brings valuable expertise in the intersection of AI, finance, and business strategy.

Expect to Learn:

• How AI is transforming financial planning, reducing manual work, and improving decision-making.

• Why integrating external data is essential for more accurate forecasting and risk management.

• Why traditional budgeting cycles are outdated and how real-time, agile forecasting is becoming the new norm.

• How CEOs and finance leaders rely on FP&A teams for strategic decision-making.

• How finance professionals can improve their skills and become more valuable business partners.

Albert Ramos is a fractional CFO, AI strategist, and the founder of Stratego Intel Consulting, an AI-powered fractional CFO and virtual Chief AI Officer firm. With 15 years of executive leadership across finance, operations, sales, and technology, Albert has worked with publicly traded, private equity-backed, and employee-owned companies.

Expect to Learn:

How AI and predictive analytics are shaping the future of finance.

Why businesses often get pricing wrong and how FP&A can help fix it.

How AI and agent-based automation are streamlining financial processes.

Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teams

Expect to Learn:

How AI is reshaping FP&A workflows and automating financial reporting.

The role of AI-powered copilots in driving business efficiencies.

Why change resistance in FP&A is common and how to overcome it.

Chris Walker is a visionary in B2B go-to-market strategies. As the CEO of Pasetto and Executive Chairman of Refine Labs, he is shaping the future of revenue operations by integrating finance, marketing, and sales intelligence. With years of hands-on experience in sales, marketing, and finance, Chris brings a unique perspective to understanding and improving go-to-market efficiency.

Expect to Learn:

Why go-to-market investments are often misallocated and how finance can take ownership of optimizing them.

The biggest mistakes companies make when measuring marketing ROI and sales effectiveness.

The importance of rethinking attribution models and revenue operations frameworks.

Ritu is an accomplished finance professional and career coach with over 13 years of experience spanning investment banking, Big Four consulting, and commercial finance in India and New Zealand. She is the founder of Project Upgrade Her, a platform dedicated to helping women increase their career confidence and earning potential. Ritu has also been recognized as one of the Top 20 Chartered Accountants to Watch in Australia and New Zealand.

Expect to Learn:

Going beyond budgeting and forecasting to provide strategic insights.

How to transition into business partnering and key skills required.

Why it’s essential for career growth to build a strong personal brand.

Ron Monteiro is a finance veteran with over 20 years of experience in FP&A roles at companies like Kraft, Campbell Soup, and Kruger Products. He has served as VP of Finance and is now an entrepreneur focused on teaching storytelling and communication in finance. Ron's journey from a shy, anxious teenager in Kenya to leading meetings with CEOs is a testament to his growth and resilience. His latest book, Love Mondays!, aims to help people across all professions find joy in their work and personal lives.

Expect to Learn:

The story behind Love Mondays! and how Ron transitioned from corporate finance to author.

Why attitude and environment are equally important in finding fulfillment at work.

Strategies to avoid burnout in demanding FP&A roles and maintain a healthy work-life balance.

Andrew Hull is a financial executive with over two decades of experience in CPG. Currently the Vice President of Finance at UNFI Canada, Andrew has a proven track record of partnering with business leaders to deliver results through strategic insights and principled financial analysis. He shares his unique approach to FP&A, analytics, and the importance of actionable storytelling.

Expect to Learn:

The three pillars of great FP&A: technical skills, storytelling, and actionable decisions.

Why Andrew advocates for changing FP&A to “FA&P” and focusing more on analytics.

Key metrics for success in the distribution industry, including variable margin and truck utilization.

Practical advice for accelerating budget processes and focusing on analytics that drive results.

With a career marked by expertise in FP&A, Paul answers what certifications can help advance your career in FP&A. Paul compares these options, emphasizing their focus on technical skills, networking opportunities, and career applicability. He also shares personal experiences with several programs, highlighting their strengths and areas for improvement.

Expect to Learn:

A detailed comparison of leading FP&A certifications.

Key differences between training programs and certification exams.

Tips for navigating costs, preparation, and maximizing the value of FP&A certifications.