FP&A for Financial Services – November 2025
Date: Wednesday 5th November 2025
Time: 09:30 – 14:00
Venue: Theatre Royal, Drury Lane, London
This isn’t just another seminar. We’re bringing together financial services leaders to explore how intelligent scenario planning can help you navigate economic shifts, regulatory changes, and market disruptions with confidence. You’ll hear a real-world customer success story and see Workday Adaptive Planning’s AI capabilities in action.
Join us to hear from financial services leaders Patrick Chiu, who are successfully leveraging Workday Adaptive Planning. He will share their experience in using the platform to drive business transformation, streamline finance processes, and gain competitive advantage in a complex industry.
Patrick Chiu, Group Financial Controller at Triple Point
With over 15 years in financial services, Patrick Chiu, Group Financial Controller at Triple Point, will detail how his team successfully implemented Workday Adaptive Planning. He’ll explain how they moved from outdated systems to an agile, unified platform, enhancing forecasting and enabling a culture of strategic business partnership.
Read more about our case study with Triple Point
Agenda:
9:30 AM – 10:00 AM: Registration & Welcome Coffee Network with fellow financial services professionals.
10:00 AM – 10:45 AM: The Journey to Adaptive Planning: A Customer Success Story
10:45 AM – 11:15 AM: Refreshment Break
11:15 AM – 12:00 PM: Live Demonstration: AI-Powered Scenario Planning with Workday Adaptive Planning See Workday Adaptive Planning in action. This session will showcase how the platform’s advanced capabilities, including embedded AI, enable financial teams to:
- Rapidly model complex scenarios (economic shifts, regulatory changes, market disruptions).
- Perform sophisticated stress testing and impact analysis.
- Automate forecasting and planning cycles.
- Gain deeper, data-driven insights for strategic decision-making.
12:15 PM – 1:00 PM: Networking Lunch This is a perfect opportunity to connect with peers and experts from Workday and ICit.
1:00 PM – 2:00 PM: Exclusive Theatre Royal Tour Conclude your experience with a fascinating behind-the-scenes tour of the historic Theatre Royal. A unique opportunity to explore one of the UK’s most prestigious theatrical venues.
Spaces are limited, so ensure your seat at this unmissable event.
