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FP&A Analytics Maturity Model: Key Steps to Consider
FP&A Analytics Maturity Model
November 12, 2020
FP&A Tags:
FP&A Maturity Models, FP&A Transformation, Digital FP&A, FP&A Analytics

To manage business complexity, we need to focus on improving our processes. In this video, Saurabh Jain, explains how analytical journeys at different organisations usually look like.

Read more
Fair Analytics: Upgrade Your Decision-Making Process
Decision-Making Process
November 11, 2020

By Robert J. Zwerling and Jesper H. Sorensen, founders of the Finance Analytics Institute

The Authors

Robert J Zwerling and Jesper H Sorensen are the founders of the Finance Analytics Institute.

Mr. Zwerling is also Managing Director of Aurora Predictions, providing intuitive analytics with AI software for Finance and Operations.

Mr. Sorensen is also Senior Finance Director in a Fortune 100 technology company with a proven track record of advancing the analytics agenda.

To learn more about the Finance Analytics Institute please visit at www.fainstitute.com.

FP&A Tags:
FP&A Business Partnering, FP&A Analytics, FP&A Skills, Data-Driven FP&A

The quality of a decision is a question about what data or lack of data the decisions are made on. So, let’s discuss what is a Data-Driven Decision and what is not, but also how do we make Fair Decisions. 

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How Much Profit are M&A/PE Analytics Leaving on the Table?
Analytics Leaving
October 8, 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, FP&A Analytics

This article applies to all private sector firms, not just Mergers and Acquisitions (M&A) and Private Equity (PE) firms. The technique described here can also be used to rank the profitability of five financial planning alternatives to the traditional budget.

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Sourcing, Managing and Using Information in FP&A
Sourcing, Managing and Using Information in FP&A
August 20, 2020

By John Sanchez, Keynote Speaker, Corporate Trainer and Author

FP&A Tags:
Digital FP&A, FP&A Analytics

Today’s finance and accounting professionals face ever-growing challenges when it comes to data. The simplest analyses can be complicated by the wrong data or bad data and too much data can even be a problem. Effectively sourcing, managing, and using data are key skills.

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Advanced Analytics Support for BBI’s Principles and Processes
operational budget
July 30, 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, Beyond Budgeting, FP&A Analytics

This article focuses on how the Operational Budget’s advanced analytics supports seven of the Beyond Budgeting Institute’s twelve principles and management processes.

Read more
Is AI & Machine Learning a Gift or Curse for FP&A?
AI & Machine Learning
July 14, 2020

By Chris Ortega, Director of Finance at Emarsys, USA

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

Currently artificial intelligence (AI) and machine learning (ML) is havi. In terms of accounting and finance, is AI & ML a gift or curse for us?  The answer largely depends on two key variables.

Read more

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter 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

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

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

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