Chris Ortega for FP&A Summit 22

September 28, 2022

Video Transcript

Speaker: Chris Ortega

Please briefly introduce yourself (Name, job title, company (ex-companies))

Chris Ortega: Good morning. Good afternoon. Good evening. My name is Chris Ortega Ceo of Fresh F. T and A. And I have over 17 plus years experience in accounting, finance, FP and A. And financial leadership ranging from seed to start up to scale up to enterprise level companies.

In a few sentences, what will you be speaking about at our upcoming FP&A Summit?

Chris Ortega: Really excited to be present at the F. D. N. A. Summit, the CFO's guide to be disruption ready and basically finance and business transformation has already evolved. The new baselines that the business expects out of the office of the CFO has changed and in this session will cover off the six key pillars of financial transformation and how you can use these pillars to scale your finance organization.

What nugget of wisdom are you hoping to leave attendees with after your talk?

Chris Ortega: The key information that I'm looking for attendees to get out of the session is one like understanding that the modern value proposition for the office of the CFO and Finance professionals has extensively changed. The second key one is that you have an active role in this, like the evolution, the business baselines of what they expect out of the office of the CFO. You have the direct application in being able to drive that change. And the third one is to give you real life specific use cases that you can go in and technically execute in whatever role that you're a part of whether you're a junior F. D N. A all the way up to a C. F. O. Those are the key words of advice and key takeaways that I hope every attendee takes away from the conference.

As a finance leader, what do you think is going to be hot next year?

Chris Ortega: Finance Leader, CFO, VP of Finance or any role inside of the Finance Organization where you're leading people three of the most important topics for next year. The first one is gonna be how do you navigate this uncertainty at both at the macro and micro environment? The second one is, is how do you prepare to be preparing the people?

What advice can you give for financial planning in turbulent times?(e.g. Last 3years was so unpredictable, what actions would you recommend)

Chris Ortega: The advice that I would give to FP and a as we continue to navigate turbulent and uncertainty is a number one is like this level of uncertainty. Don't try to balance precision versus accuracy inside it, like don't try to be perfect and what you're trying to expect, try to be precise in the next 90 days of any of your budgeting or forecasting. Another piece that I would give is like stay deeply connected with your business partners, build that Collaboration, build that communication, build that community of knowledge and information to share directly with your business partners. And then the third piece that you continue to navigate this uncertainty and challenge and turbulence that we're all kind of experiencing is making sure that you're developing a financial transformation or scalable roadmap that you're looking to execute in the next 68, 12 months. Plan, your processes plan to work and make sure you work the plans.

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