Name: Ricky Koo | FP&A Summit San Jose | Speaker | FP&A Summit | San Jose
Start: 2026-02-26T08:00:00.000Z
End: 2026-02-26T08:00:00.000Z
Location: San Jose Marriott

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Ricky

Koo

Senior Director of Finance

Autodesk

Ricky Koo is a corporate executive turned entrepreneur and certified Leadership & Communication Coach who knows what it takes to thrive in high-pressure environments—and how to bring out the best in others while doing it. With a background in Psychology and an early career as a Big 4 CPA, he went on to lead global teams in Fortune 500 companies across banking, consulting, and technology. Along the way, he developed a reputation for navigating complex challenges with clarity, empathy, and a focus on building cultures where people can do their best work. Ricky offers keynote speaking, professional coaching for individuals, and workshop facilitation for teams and organizations, while helping them grow with clarity and impact. Beyond his business, he is also a writer and an instructor at UC Berkeley Extension, where he teaches courses on Business Influence and Negotiation. Ricky's passion is blending his sharp business instincts with a human-centered approach for those he partners with. His style combines research, story, and strategy—bridging science with real-world lessons that stick. From the classroom to the boardroom, he brings an approachable style and inspiring energy that leave people with new skills and a renewed sense of confidence and purpose in communication, influence, and leadership.

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26 February 2026 09:00 - 09:15

Welcome and opening remarks

Join us as our chairperson opens the day at FP&A Summit San Jose, setting the stage for a day focused on transforming data into strategic decisions. We’ll begin with a brief introduction and opening reflections to align on the summit theme: From Data to Decisions - Redefining the Modern FP&A Function.

26 February 2026 16:45 - 17:00

Closing remarks

We’ll wrap up an engaging day of insights with final reflections from our chairperson, highlighting the key takeaways and themes that defined the summit.

26 February 2026 16:15 - 16:45

The art of FP&A negotiation: Using data, framing, and influence to drive better decisions

FP&A teams negotiate every day, whether they are challenging assumptions, shaping investment choices, or guiding leaders through complex trade-offs. Research from Harvard Business Review shows that strong internal negotiation skills are directly linked to improved organisational performance, highlighting how essential it is for FP&A professionals to influence outcomes with clarity and confidence. This keynote uncovers the techniques and behaviours that allow FP&A to shift from presenting numbers to driving alignment, using data, framing, and stakeholder psychology to elevate the quality and speed of decision-making. Key takeaways: - Understand the negotiation dynamics that shape forecasting debates, prioritisation discussions, and strategic planning. - Learn how to position data and insights in ways that strengthen your influence and support clear, confident decisions. - Discover practical approaches for managing pushback, reframing objections, and guiding conversations toward shared value. - Gain repeatable negotiation techniques tailored to the moments where FP&A must lead, challenge, and shape outcomes.