Ask the FP&A Experts: Budgeting, Forecasting & Reporting Best Practices

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Join the Conversation

Ask Questions. Share Experiences. Learn Best Practices.


Ask Your Questions!

This is not a product demonstration.
Attendees will have the opportunity to ask questions, discuss real-world challenges, and receive practical advice from experienced FP&A professionals.


Real-World Lessons Learned

Panelists will share practical guidance based on years of experience working with organizations across a wide range of industries and ERP environments.


Learn From Industry Experts

Budgeting, forecasting, and reporting are rarely as simple as they seem.
Every finance team encounters challenges such as:
  • Spreadsheet-based budgeting
  • Version control issues
  • Limited budget participation
  • Forecasting uncertainty
  • Reporting bottlenecks
  • Payroll and workforce planning
  • Multi-entity budgeting
  • Scenario planning complexity
  • Financial visibility challenges
Join a panel of experienced FP&A leaders as they share practical lessons learned from helping hundreds of organizations improve budgeting, forecasting, reporting, and financial planning.
This session is designed to be educational, interactive, and vendor-neutral.
Bring your questions. Bring your frustrations. Leave with practical ideas you can put into action immediately.


What You'll Learn

Common FP&A Challenges

Understand the most common obstacles finance teams face when budgeting, forecasting, and reporting across departments, locations, entities, and business units.

Best Practices from High-Performing Finance Teams

Learn how leading organizations improve:
  • Budget participation
  • Forecast accuracy
  • Financial visibility
  • Reporting efficiency
  • Decision-making
  • Collaboration across departments

Meet the Panel

Zubin Gidwani

President, Dynamic Budgets

Prior to founding Dynamic Budgets in 2010, Zubin worked as Assistant Controller and Financial System Administrator for public companies with operating budgets exceeding $100 million.
As the creator of Dynamic Budgets, he has spent more than a decade helping organizations improve budgeting, forecasting, reporting, payroll planning, and financial visibility while reducing spreadsheet complexity.
Noah Moseley

Founding Partner, MSX Group LLC

Senior Consultant and certified instructor specializing in budgeting and reporting solutions for Microsoft Dynamics 365 Business Central and other Microsoft financial platforms.
Nils Rasmussen

CEO, Solver

Responsible for the overall company strategy and software development initiatives at Solver, with extensive experience in financial reporting, budgeting, and business intelligence.
Anthony D'Anna

COO, deFacto

Operating executive with extensive experience helping organizations improve reporting, analytics, budgeting, forecasting, and financial planning processes.


Schedule a Personalized Demo

Join the Conversation

Ask Questions. Share Experiences. Learn Best Practices.


We look forward to seeing you at Community Summit North America in Nashville.
Budgeting, Forecasting & Reporting Best Practices
Tuesday, October 13, 2026 | 3:30 PM – 4:30 PM