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FP&A Digitalisation at Lloyds Development Capital
FP&A Digitalisation at Lloyds Development Capital
January 12, 2021
FP&A Tags:
Digital FP&A, FP&A Business Partnering, Modelling and Forecasting

In his 26-minute presentation, Paul Ashley Head of Applications, Lloyds Development Capital Limited, explained how the company has successfully implemented a digitised approach to business partnering, financial forecasting, and the private equity valuation process. 

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Why FP&A Professionals are Best Suited to Make Cross-Functional Movements
Cross-functional
December 22, 2020

By Kedar Kale, FP&A Manager at Hala

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

The increasing levels of business partnering and integration, new opportunities in functions outside finance are becoming possible. Having personally witnessed some successful cross-functional movements by FP&A professionals, I am a strong believer in the capability as well as the value of such movements. 

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Is FP&A a Generalist or a Specialist?
Specialist
December 15, 2020

By Simone da Silva Collins, Senior Financial Analyst at Sony

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

Is FP&A a generalist or a specialist? I believe it can be a mixture of both.

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From Data to Real Insight as the Analytics Business Partner
Business Partnering
December 3, 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, Data-Driven FP&A, Financial Planning and Analysis

Many Finance professionals have an incorrect perception of the word “insight”, but here is a simple way to validate if you provide insight or “just” data. Ask yourself, what decision a business can make based on the data you have provided? Insight is something valuable and not yet known by the business, but when known, the business uses it to make decisions that are data-driven.

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How FP&A Provides Business Decision Support
fp&a
November 25, 2020

By Laryssa Reifel, FP&A Professional and Founder at FP&A Expertise

FP&A Tags:
FP&A Business Partnering, FP&A Storytelling, FP&A Business Environment

To provide the best support to the business leaders, FP&A needs to quickly leverage the accounting information at hand. This article covers three critical aspects of telling the business story behind the numbers.

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Top 3 FP&A Partnership Projects
Partnership
November 24, 2020

By Chris Ortega, Director of Finance at Emarsys, USA

FP&A Tags:
FP&A Business Partnering, Planning and Budgeting, FP&A Team Building, Rolling Forecast, FP&A Technology, Business Intelligence (BI)

So, you got support from your executive leadership team and you hired or grown some talent in FP&A. This article will explore three top FP&A business partnership projects to deliver value and supercharge your FP&A team.

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AI Transformation in FP&A and Analytics
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
FP&A Storytelling: Craft Stories That Influence and Impact
 
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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 San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 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 Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 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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