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Why Does Your FP&A Team Need a Data Strategy?
Irina-Steenbeek-Data-Strategy
March 25, 2025

By Dr Irina Steenbeek, Founder of 'Data Crossroads'

FP&A Tags:
Data-Driven FP&A, FP&A Analytics

A strong data strategy is crucial for FP&A teams to ensure accurate, timely and meaningful insights, enabling better decision-making and strategic alignment.

Read more
Why Should We Embrace Analytics?
Ron-Monteiro-Analytics-Main
October 10, 2024

By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept Inc.

FP&A Tags:
FP&A Analytics, FP&A Technology

In this article, the author outlines why we have to move beyond Excel and what benefits the new tech stack may bring us to allow for real-time planning, better insights, and enhanced collaboration with modern tools.

Read more
A Step-by-Step Approach to Analytical Transformation
A Step- by-Step Approach to Analytical Transformation by Pedro Thena
February 9, 2024
FP&A Tags:
FP&A Analytics, FP&A Change Management

In this video, Pedro Thena, VP Finance Global CFO - HPS at Honeywell, discusses a Step-by-Step Approach to Analytical Transformation.

He also shares a real-life example of how people, processes and technology can shape change and the example of an analytical ecosystem to adapt to it.

Read more
Shared Service to COE Transformation – A Working Model
Durga-Srinivas-Perisetti-Shared-Service-Center-Main
October 31, 2023

By Durga Srinivas Perisetti, Director of FP&A and Operations Analytics at Juniper Networks

FP&A Tags:
FP&A Transformation, FP&A Case Studies, FP&A Analytics, FP&A Team Building, Data-Driven FP&A, Modelling and Forecasting

This article provides a working model for businesses eager to transform a typical volume-intensive, cost-focused Shared Service Centre into a value-oriented COE. It also provides the reader with a detailed overview of the differences between these notions, a practical example of such a project and critical factors to consider before driving this transformation.

Read more
Analytics Scorecard for the Right KPIs to Increase Performance
Lawrence-Maisel-Analytics-Scorecard-Main-Cropped
August 15, 2023

By Lawrence (Larry) Maisel, President at DecisionVu and Robert J. Zwerling, Managing Director at Finance Analytics Institute

FP&A Tags:
FP&A Analytics, FP&A KPI, AI/ML FP&A

In this article, we discuss how using Strategy Maps with AI-enabled analytics becomes an excellent technique for visually elucidating strategic objectives with the corresponding KPIs, forming financial and operational metrics, and highlighting their interdependences with the help of an Analytics Scorecard™.

Read more
Why Your Business Planning Process Needs More Edge Answers
July 28, 2023

By Michael Huthwaite, Director of Product Management at Walmart

FP&A Tags:
Corporate Performance Management (CPM), FP&A Analytics, FP&A Strategic Planning, Integrated FP&A

​The long-standing narrative of Enterprise Performance Management (EPM/CPM) has been squarely focused on the effort to steer organisations away from spreadsheets by embracing Enterprise Performance Management suites (i.e. platforms).

Read more

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Mastering Data in FP&A: Smarter Analytics, Better Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

FP&A Trends Webinar The Evolving Role of FP&A: From Number Cruncher to Strategic Advisor
The FP&A Trends Webinar Making FP&A Teams Fit for the Future

June 11, 2025

The Face-to-Face New York FP&A Board
The Face-to-Face New York FP&A Board From Insight to Impact: FP&A Business Partnering in Action

June 17, 2025

FP&A Trends Webinar Practical Steps for FP&A Analytical Transformation.
The FP&A Trends Webinar Unlocking FP&A Analytical Transformation

June 18, 2025

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

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