Jon Gaunt Sophie Conaghan David Tuck Taimur Abdaal

Plan Effectively for Every Scenario

A session with Taimur Abdaal , Sophie Conaghan , Jon Gaunt and David Tuck

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About this Session

Have you been wondering how you can scale financial planning and analysis with Xero, instead of having to migrate to an ERP system? We've got the webinar for you.

Part of our series, Building an Enterprise-Level System with Xero. You might think you're outgrowing Xero. But this series proves that if you know what’s available, Xero and its app ecosystem can prevent the need to install a complex and expensive ERP system.

Join us and our FP&A partner, Causal, on Monday, 25 Sep 2023 13:00 - 13:30 BST for top tips on how to level up your spend management game and successfully scale your business with Xero.

What to expect:

  • Exploring the pains FP&A manifests for larger Xero users
  • Real-world experiences from a finance leader who has grappled with these issues themselves, Sophie Conaghan, FD at
  • Solutions from a Xero app ecosystem expert, Jonathan Gaunt from FD Works.
  • Plus actionable insights from Causal’s CEO, Taimur Abdaal.

We'll be diving into the intricacies of scenario planning in today's unpredictable business environment. Explore how you can craft dynamic financial models, allowing for real-time adjustments and insights. Learn how to navigate through various scenarios, ensuring you're always prepared for whatever the future holds.

Q&A from the live webinar

Q1: How frequently should you be reforecasting?

A1: Answered live at 00:30:54

Q2: When would you typically see businesses have a dedicated FP&A function?

A2: Answered live at 00:33:29

25 September 2023, 01:00 PM

01:00 PM - 01:45 PM

About The Panel

David Tuck

David Tuck

Co-Founder & CEO, Mayday

David Tuck

Jon Gaunt

Jon Gaunt

Managing Director, FD Works

Taimur Abdaal

Taimur Abdaal

Founder & CEO, Causal

Sophie Conaghan

Sophie Conaghan

Portfolio Finance Director, SaaS Startups


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