The role of finance continues to evolve in response to the ever-changing business environment. In order to keep your business agile, it is important to make sure that you're fully benefiting from a best-in-class FP&A function. During this C-Suite Snacks webinar, Dominic DiBernardo, Partner and Corporate Performance Management Practice Leader, discusses what modern decision support looks like and the ingredients for a great financial planning and analysis (FP&A) function. “Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).

1. Modern Decision Support
What Great Financial Planning
And Reporting Looks Like
The role of finance continues to evolve in response to the ever-
changing business environment. In order to keep your business agile,
it is important to make sure that you're fully benefiting from a best-in-
class FP&A function.

2. DOMINIC DIBERNARDO
Partner, Corporate Performance Management
(CPM) Practice Leader
Citrin Cooperman
ddibernardo@citrincooperman.com
Welcome &
Introduction
Dominic has 15 years of FP&A experience. Previously, Dominic was
the founder and managing principal of The DB Group, a management
and implementation consultancy firm, which joined Citrin Cooperman
in 2021. Before founding The DB Group, he held the title of Chief
Business Intelligence Officer and other progressive finance roles.

3. • The role of the finance department has evolved rapidly over the
past decade.
• With greater access to data and more powerful tools to analyze
that data, the expectations of finance have moved well beyond
managing cashflow, income statements, and balance sheets.
• Finance can now be the hub of all data across all company
departments. With real-time data access, finance can make
enterprises more agile, and with powerful new technology like
business intelligence and predictive analysis, finance can drive
better decision-making than ever before.
The Evolving Role of Finance

4. Key Ingredients to Best-In-Class FP&A
• Great People – You need to have experienced and talented human capital.
• Great Technology – If you augment an A player talentwise with the right technology they
turn into a force multiplier for the organization.
Great People + Great Technology Enables Modern Day Decision Support
• Repeatable & scalable processes
• Reduced cycle times
• Timely, accurate, and automated reporting
• Curated, consumable, and actionable
• Collaborative planning

5. Questions?
DOMINIC DIBERNARDO
Partner, Corporate Performance Management (CPM)
Practice Leader
Citrin Cooperman
ddibernardo@citrincooperman.com
951.239.2167

6. Thank You
F o r Wa t c h i n g & L i s t e n i n g