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Placing your FP&A Initiatives into Practical Execution
fp&a
July 2, 2021

By Ryan Sullivan, Principal at Collectiv

Ryan Sullivan is a Principal at Collectiv, a strategy and consulting firm focusing on applications of Microsoft Power BI and FP&A.

Ryan used his degree in Mathematics to form his core mindset as an FP&A analyst, before moving into business intelligence and eventually becoming a consultant.

Over the past few years, he has moved more into the back office to focus on management and operations. During his ten years of experience working in data analytics and FP&A, Ryan has built a reputation as a vocal advocate for empathy and building successful personal relationships as a key tenet of financial success.

FP&A Tags:
FP&A Strategic Planning, Collaborative FP&A, FP&A Team Building, Extended Planning & Analysis (xP&A), Integrated FP&A

It’s often been said that we’re in the agile phase of strategic thinking – the stage of strategic thought that focuses on flexibility in planning and rapid, quickly responding iterations - and it really can’t be emphasised enough just how important it is to build a responsive and agile FP&A strategy. It makes all the difference between an efficient and high-performing strategy and one that’s dead in the dust.

Read more
How Technology Can Help FP&A Bridge the Strategy Execution Gap
fp&a
June 9, 2021

By Oliver Sullivin, Head of FP&A Solution Consulting, Unit4

FP&A Tags:
FP&A Technology, Integrated FP&A, Extended Planning & Analysis (xP&A), Collaborative FP&A, FP&A Strategic Planning

Does your organization’s strategy seem like a mystery or carefully guarded secret? Can it feel as if people's daily work doesn't relate to the direction where your business wants to go? Are people unable to access and understand your corporate goals easily? If you answered "Yes" to any of these scenarios, chances are that your organization is not as connected as it needs to be.

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How Finance Can Frame Better Strategy for the Business
finance
May 27, 2021

By Douglas Yeung, Senior Finance Director at Genesys

FP&A Tags:
FP&A Strategic Planning, Collaborative FP&A

Similar to a conductor of an orchestra, the finance team looks at all different functions, allowing some to grow faster at times but never taking eyes off other functions so that every function in the company always performs as one to achieve the best results possible.

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4 Steps for Overcoming New FP&A Challenges
fp&a
May 19, 2021

By Alejandro Nicolás Ruiz, UK Business Controller at DHL

FP&A Tags:
FP&A Skills, FP&A Technology, Planning and Budgeting, Integrated FP&A, Collaborative FP&A, Rolling Forecast

There is no doubt that 2020 has been one of the most disruptive years for all of us in many aspects of our professional and personal lives. In this article, I would like to discuss the new challenges in FP&A and how we need to face the new circumstances in the short and long term.

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Crisis Mode: Importance of Collaboration and Business Partnering
Matt
April 13, 2021
FP&A Tags:
Collaborative FP&A, Integrated FP&A, Extended Planning & Analysis (xP&A), FP&A Business Partnering

Although FP&A professionals are good at analyzing past events, past performance does not predict the future. How can we make forecasts more influential?

Read more
Corporate Insight: The Monthly Narrative
narrative
April 1, 2021

By Richard Reinderhoff, CFO/FP&A Expert and Independent Adviser

FP&A Tags:
Financial Planning and Analysis, FP&A Storytelling, Collaborative FP&A, FP&A Business Partnering

Every month the Managing Director or Country Manager has to report the business results to the CEO or internal board. Depending on the corporate structure, there are different narrative reports, each with a different focus. This defines the role of Financial Planning and Analysis (FP&A) and the information that needs to be collected for future growth. Two opposite cases will make the same point.

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Event Calendar

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All events for the year

Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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