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Finance Automation to Manifest The Mission
Finance Automation to Manifest The Mission by Brady Ellis
May 23, 2023
FP&A Tags:
Digital FP&A

In this short video, Brady Ellis, VP, Head of Finance at Branch Insurance, demonstrated how automation of routine tasks empowered a small finance team to comprehensively understand and analyse their business, reduce costs and provide affordable insurance to customers. Watch this video to learn more about Branch Insurance's path to automation.

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Using Automation to Drive Value Creation
Using Automation to Drive Value Creation by Kevwe Ijatomi
April 11, 2023
FP&A Tags:
Digital FP&A

In this video, Kevwe Ijatomi shares his experience using automation to drive value creation and different approaches to it.

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Digital Finance at Philips: Case Study
April 10, 2023

By Michael Zelenskyi, Editorial Assistant at FP&A Trends Group

FP&A Tags:
FP&A Case Studies, AI in FP&A, FP&A Technology, Digital FP&A

This article highlights the case study discussed at the AI/ML FP&A Committee Meeting #18. We invited Scott Campbell, Head of Center of Excellence - Finance & FP&A, to be a speaker, and he shared a robust case study from Philips on Digital Finance.

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Digital FP&A in Practice: Dorrington Plc Case Study
Digital FP&A in Practice: Dorrington Plc Case Study
March 14, 2023
FP&A Tags:
FP&A Case Studies, Digital FP&A

In this video, Michael Jenkins, Finance Director at Dorrington Plc, shares his experience implementing Digital FP&A: connecting process and system, knowledge transfer, and team collaboration.

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Ecolab Digital Transformation case study: Key factors for success
Ecolab Digital Transformation case study: Key factors for success
October 7, 2022
FP&A Tags:
Digital FP&A, FP&A Transformation, FP&A Case Studies

Watch this case study, as Alex van der Kooij – Finance Director, BI and Digital Transformation at Ecolab – shares the key ingredients required for successful digital transformation.

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The Digital Middle Eastern FP&A Circle: Digital FP&A: Deploying AI/ML for Planning, Budgeting & Forecasting
Digital FP&A and Deploying Artificial Intelligence (AI) and Machine Learning (ML) for Planning, Budgeting & Forecasting.
September 29, 2022
FP&A Tags:
AI in FP&A, Digital FP&A, FP&A Case Studies

Watch the recording of the Digital Middle Eastern FP&A Circle to hear insights from senior practitioners and thought leaders about their experiences on Digital AI/ML FP&A.

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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

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 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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