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The FP&A Trends Webinar: The Combined Power of Human and Artificial Intelligence in FP&A - Roche Case Study
webinar 27 April
August 4, 2021
FP&A Tags:
AI in FP&A, FP&A Transformation, FP&A Case Studies, Financial Planning and Analysis

Some people believe that Artificial Intelligence (AI) will eventually replace humans within FP&A. Thought leaders and experienced AI users feel that this is completely wrong. For AI to be effective, it needs to be combined with human intelligence (HI). 

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Roche’s FP&A Transformation Journey: Pushing the Boundaries of What Is Possible
fp&a
August 4, 2021

By Svenja Amrhein, Head Group Strategic Planning at Roche

FP&A Tags:
FP&A Transformation, Beyond Budgeting, FP&A Case Studies

Transformation and new ways of working – the buzzwords that you hear a lot these days applied to business or IT functions. Are these concepts also suitable for finance, and especially finance in a stock listed large corporation? This article will describe this transformation and also outline the main success factors.

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Digital Transformation for Investment Controlling: Zalando Case Study
Digital Transformation
July 1, 2021

By Dr. David Moreira, Chief Financial Officer at Manifesto Market

FP&A Tags:
FP&A Transformation, Digital FP&A, FP&A Case Studies

In the last years, the digital transformation had an accelerated impact not only on improving customer experience but also on financial planning and analysis (FP&A) processes. This article gives insights into an innovative finance investment controlling project recently created at Zalando. The project is a digital platform and process called internally “Investment App” developed in an agile approach, to supervise large capital expenditures across Zalando business units.

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Winning as an FP&A Team: Gallagher Case Study
team
May 17, 2021

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

FP&A Tags:
FP&A Team Building, FP&A Case Studies, FP&A People

What does winning as an FP&A Team mean? A common problem for the FP&A team occurs when the information provided is not used or valued in the decision-making process. Setting up the FP&A team correctly will help alleviate this problem and optimise your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win. 

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The Coca-Cola Company: Collaborative Planning at The McDonalds Division
Collaborative Planning
February 16, 2021
FP&A Tags:
Collaborative FP&A, Integrated FP&A, FP&A Transformation, FP&A Case Studies

The Coca-Cola Company’s recent global digital transformation initiative within their McDonald’s Division (TMD) has increased the company’s confidence in their data and enabled them to make better decisions faster.

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Case Study: Honda's Integrated FP&A Journey
Integrated FP&A
October 9, 2020
FP&A Tags:
FP&A Case Studies, Integrated FP&A, FP&A Transformation, Extended Planning & Analysis (xP&A)
Why does an organisation need Integrated FP&A? It can bring benefits such as speed, agility and accuracy. Agile FP&A departments can provide senior stakeholders with relevant and accurate insights in a shorter period of time. And time is money, as we all know.
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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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