The FP&A Boot Camp

June 7th & 8th, 2018
Chicago, Illinois

Financial Planning & Analysis (FP&A) Boot Camp
Do you want to advance your career in corporate finance? Are you seeking specialized financial planning and analysis training in a small group environment? 

The FP&A Boot Camp is an intense two day financial planning & analysis training program that covers corporate finance, financial statements, strategic planning, budgeting, actual analysis, variance analysis, forecasting, investor relations, specialized finance, report creation, presentation skills and more!

This course will facilitate active learning by studying real-world examples of financial planning & analysis and discuss current best practices. Furthermore, the FP&A Boot Camp will encourage group discussions and provide opportunities for professional networking.

Why Attend The FP&A Boot Camp?

  • The Course Content is Continually Updated with the Latest FP&A Management Developments
  • Learn The Skills Necessary to Work in a Dynamic FP&A Environment
  • Return to Work with Actionable Knowledge and Detailed Course Materials
  • Discuss FP&A Best Practices in a Friendly Environment with Colleagues
  • Case-Studies and Real-World Examples will be Used to Facilitate Active Learning
  • Learn How to Develop Strategic Finance KPI's that are Realistic and Manageable
  • The Instructor Has 20+ Years of Finance, Treasury & Risk Management Experience
  • Earn an FP&A Boot Camp Certificate of Completion
  • The FP&A Boot Camp places an emphasis on communications, report creation and presentation delivery.
  • The FP&A Boot Camp is Conveniently Located Near Many Transportation Options
  • Continental Breakfast and Lunch will be Catered for Both Days
  • Separate Working Area Available with Free Wi-Fi for Work Check-In's & Phone Calls
  • Network With Other FP&A and Finance Professionals
  • We're Happy When You're Happy - So of course there's a 100% Satisfaction Guarantee!

What is the FP&A Boot Camp Agenda?

Day 1 - FP&A Basics, Strategic Planning & Corporate Budgeting Process
  • Introduction to Financial Planning & Analysis
    - FP&A Structures
    - FP&A Roles & Responsibilities
  • FP&A: Back to Basics
    - The Balance Sheet
    - The Income Statement
    - The Statement of Cash Flows
    - Shareholder's Equity Statement
  • FP&A Strategic Planning
    - The Purpose of a Strategic Plan
    - Public vs. Non-Public Companies
  • The Corporate Budgeting Process
    - Target Setting
    - Target & Assumption Communications
    - Revenue Generating Units Cycle
    - Support Unit Cycle
    - Entity Level Bonus Targets
Day 2 - FP&A: Actuals, Forecasts, Investor Relations, Specialized Finance & Presentation Skills
  • FP&A Actuals Analysis
    - Daily Tracking of Actulas
    - Variance Analysis
    - Financial Reporting of Actuals
  • FP&A Forecasting
    - Developing Quarterly Forecasts
    - Developing Rolling Forecasts
  • Investor Relations
    - Earnings Releases
    - Independent Analysis Calls
  • Specialized & Ad Hoc Finance
    - Mergers & Acquisitions
    - Board of Directors Reports
    - Customer Review
    - New Contract Review
    - Revenue Recognition
  • Painting a Financial Picture
    - Presentation Development
    - Presentation Skills
    - Report Creations
    - Group Presentation Exercise

FP&A Boot Camp Registration (Processed via Eventbrite)

About the FP&A Boot Camp Instructor

Treasury Boot Camp
The FP&A Boot Camp is led by Daniel J. Carmody, CTP who is the Executive Director of TreaSolution and has taught a Certified Treasury Professional class at Northwestern University since 2013.  (View Dan's LinkedIn Profile Here.)

Since obtaining his CTP (formerly the CCM) certification in 1998, Dan has been dedicated to assisting organizations with improving their cash, treasury and liquidity management functions.  A recognized corporate finance expert, Dan has been quoted in numerous treasury and business articles within the Wall Street Journal, Chicago Tribune, AFP Exchange Magazine, Business Finance Magazine, CFO Magazine, Financial Executive Magazine, Financial Week and Treasury and Risk Management Magazine.

What Other's Have Said About Dan's Teaching

"Dan is very personable, engaging and interactive. It's no easy task to keep the attention of 20 professionals... yet Dan was able to do just that." - Benjamin R.

"Dan has extensive experience in the field of Treasury, but what's more important is that he has the ability to transfer that knowledge on to others." - Courtney B.

"[Dan's] presentation of the massive amount of information was precise and logical. He answered any and all questions thoroughly which helped me to better understand the information." - Paula R.

"I've had the pleasure of seeing Dan present many times over the years at both regional and national conferences; he has such vast knowledge of all things Treasury and is one of the most engaging and dynamic speakers around. If the opportunity presents itself, don't miss attending one of Dan's speaking engagements."
- Ann N.

Frequently Asked Questions

How can I contact the organizer with any questions?
You can contact Dan Carmody directly via phone at 773-209-2094 or email at dan@treasolution.com.

How do I obtain a Promo Code for FP&A Boot Camp?Easy... In order to qualify for a 5% discount promo code, please complete the following steps:
  1. Share this page on LinkedIn with the hashtag #FPABootCamp in the description.
  2. Follow TreaSolution's LinkedIn Page on LinkedIn.
  3. Email Dan Carmody at dan@treasolution.com
What is the course cancellation policy?
TreaSolution reserves the right to cancel a course. If a course is canceled, TreaSolution will refund the entire registration fee. TreaSolution is not responsible for any travel expenses incurred due to a course cancellation. Once there are sufficient registrations to conduct a course, TreaSolution will distribute a course scheduling confirmation email. In the rare event that the course instructor is unavailable, TreaSolution will find a replacement with equal ability.

How can "Bootcamps" help organizations with their Professional Development goals?
Do people travel to the Boot Camps from other cities?
Absolutely.  TreaSolution hosts Boot Camps in locations that are easy to travel to.  Listed below are the general locations that past Boot Camp attendees have traveled from:
When will TreaSolution host an FP&A Boot Camp in my location?
TreaSolution is happy to bring the FP&A Boot Camp to you!  A minimum number of registrants are required for a customized FP&A Boot Camp schedule.  If this is of interest, please contact Dan Carmody at 773-209-2094 or dan@treasolution.com.

Sign Up for FP&A Boot Camp Updates

Chicago FP&A Boot Camp FAQ

What are the hotel / lodging option near the Chicago FP&A Boot Camp?
There are numerous hotels near the FP&A Boot Camp training center:
What are my transportation/parking options for getting to and from the event?
There is free surface and garage parking at the FP&A Boot Camp training center.

Where will the FP&A Boot Camp be held?
8770 West Bryn Mawr Avenue
Chicago, IL 60631
What is the time schedule for the Chicago FP&A Boot Camp?
June 7th & 8th, 2018  |  8:30 AM - 5:00 PM CST

​What's the Chicago FP&A Boot Camp refund policy?
TreaSolution will refund your entire registration fee, less $100, for all cancellation requests received by 12:00 PM CST on May 24, 2018. To cancel your registration, please email Dan Carmody at dan@treasolution.com. No refunds will be issued after 12:00 PM CST on May 24, 2018.

What is the Chicago FP&A Boot Camp's Satisfaction Guarantee?
TreaSolution wants to ensure that you are completely satisfied with our FP&A Boot Camp training session. Therefore, if you are not satisfied with the FP&A Boot Camp, TreaSolution will refund 100% of your registration fee (not including Eventbrite fees). To qualify for a refund you must 1.) fully attend both days of the FP&A Boot Camp, and 2.) email a refund request to dan@treasolution.com by 11:59 PM CST on June 9, 2018.