How FP&A Professionals Can Evolve Beyond Reporting and Become Strategic Partners with Bryan Lapidus

In this engaging episode of FP&A Unlocked, host Paul Barnhurst welcomes back Bryan Lapidus, Director of FP&A Practice at the Association for Financial Professionals (AFP), to explore how finance professionals can better prepare for the evolving demands of the industry. They discuss how AFP supports the finance community, the role of technology in shaping FP&A, and why soft skills are critical in today’s collaborative environment.

Bryan Lapidus is the Director of FP&A Practice at AFP, where he serves as a subject matter expert on financial planning and analysis. With more than 20 years in FP&A and treasury at organizations like American Express and Fannie Mae, Bryan brings deep knowledge of corporate finance. At AFP, he develops thought leadership, leads advisory councils, and curates content that helps professionals thrive in a rapidly changing landscape.

Expect to Learn:

1. The two core competencies every great FP&A professional must master
2. Why “getting out from behind the screen” matters for business insight
3. How AFP curates learning and networking experiences for finance professionals
4. What to expect from AFP’s FP&A Forum and Annual Conference
5. How to avoid low-value work and focus on driving business impact

This episode highlights the evolving role of FP&A, emphasizing the need for both strong technical skills and human-centered business insight. Bryan Lapidus reminds us that tools like AI are valuable, but true impact comes from understanding the business and adding strategic value. Continuous learning and community are key to thriving in today’s finance landscape.

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Follow Bryan:

LinkedIn - linkedin.com/in/bryan-lapidus-fpac

Company - https://www.linkedin.com/company/association-for-financial-professionals/

Earn Your CPE Credit

For CPE credit please go to earmarkcpe.com, listen to the episode, download the app, and answer a few questions and earn your CPE certification. To earn education credits for FPAC Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[03:33] – What Is AFP?

[05:38] – What Makes Great FP&A?

[13:34] – Inside the AFP Conference

[18:13] – How AFP Chooses Conference Tracks

[23:12] – AFP FP&A Forum Highlights

[27:30] – How Soft Skills Shape Career Growth

[33:27] – Top Technical Skills

[37:27] – Eliminating Low-Value Work in FP&A

[43:23] – Wrap-Up & Final Thoughts