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Financial Modeling: Types of Models and How to Design Them
March 12, 2020

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

FP&A Tags:
Financial Planning and Analysis, Modelling and Forecasting

Starting with the end in mind is one of the simplest ideas that is frequently ignored. I have seen so many analysts begin designing a financial model without having a clear understanding of the purpose of the model. In this article, you will find three types of models and some tips on how to design a good one.

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FP&A Leadership: Would You Rather Be Liked or Respected?
March 5, 2020

By Andrew Jepson, Founder and CEO at theFBPteam.com

FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A Skills

Would you rather be liked or respected? It is a question we often get asked in interviews or from our direct managers about our own style or when difficult decisions need to be made. 

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Next Generation Budgeting: More Profitable and Much More
March 4, 2020

By Alan Dybvig, Managing Partner at Dybvig Consulting

Alan Dybvig

Alan Dybvig is the managing partner of Dybvig Consulting. His intellectual property was implemented to create the operational budget (OB). His business experience includes 32+ years with IBM as a director and senior manager, primarily in supply chain and sales/marketing assignments, and then four years with a Warburg Pincus-financed supply chain startup where the idea for the OB germinated. He has had five articles published in the Journal of Corporate Accounting and Finance, two articles in the Institute of Management Accountants’ Strategic Finance and one each in the Institute for Business Forecasting's blog and INFORMS’ magazine, "OR/MS Today".

Alan Dybvig's LinkedIn profile: https://www.linkedin.com/in/alan-dybvig-0a374ois/

FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

In this article, we will look at how driver-based advanced analytics has overcome the problems with the current budgeting process. This is the first article in a series that is devoted to next generation budgeting; specifically, the operational income statement (OIS) and its associated operational budget (OB).

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KPI – Friend or Foe?
March 3, 2020

By Simone da Silva Collins, Senior Financial Analyst at Sony

FP&A Tags:
FP&A KPI, Financial Planning and Analysis

When we talk about performance measurement, KPIs are a common tool.  It can be a financial measure or an operational measure. However, in recent years, KPIs seem to have fallen out of favour because it fails as a useful indicator of business performance. Should we abandon KPI? This article looks at the importance of designing and defining appropriate KPIs in performance measurement.

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Egencia Case Study: Artificial Intelligence for FP&A
Egencia Case Study: Artificial Intelligence for FP&A
February 28, 2020
FP&A Tags:
Financial Planning and Analysis, AI in FP&A

At the sixth meeting of the AI/ML FP&A Committee, Saul Mateos, Finance Director at Coca Cola (previously Senior FP&A Director at Egencia), shared Egencia's journey of using Artificial Intelligence for FP&A.

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The Essentials of a Successful Finance Transformation
February 27, 2020

By Amrish Shah, CFO at Metabolic

FP&A Tags:
FP&A Transformation, Financial Planning and Analysis

Finance transformation is high on the agenda for the majority of finance departments. What is driving this? There are a number of push factors that are important.

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The FP&A Trends Webinar The Power of FP&A Storytelling

February 4, 2026

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