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How AI Could Replace Old-School Management Accounting ​
September 26, 2019
FP&A Tags:
AI/ML FP&A, Financial Planning and Analysis, FP&A Case Studies

In this video, Stefan Spiegel, CFO at Swiss Railway Freight Logistics (SBB Cargo AG), talks about the program that they used in SBB Cargo to replace management accounting. Instead of using a classical cost-accounting system, SBB Cargo switched to Intelligent business simulation engine.

 
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Webinar Recording: Key Success Factors for FP&A Scenario Planning
Scenario Planning
May 14, 2019
FP&A Tags:
FP&A Scenario Planning, FP&A Case Studies, Driver Based Planning

Scenario planning is an important technique for a flexible and dynamic FP&A that enhances the decision-making process. In this webinar, Rhodri de Lloyd, FP&A Manager at GoCompare​.com, talks about his company journey towards on-demand scenario planning and also shares some lessons learnt.

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Building a Finance Team: The Economist Case Study
February 6, 2019

By Pierre Mounier, Divisional CFO at The Economist

FP&A Tags:
Financial Planning and Analysis, FP&A Case Studies, FP&A Team Building, FP&A Transformation

The digital revolution is not only shaking company business models but also has a direct impact on the finance function. The world is now evolving at a faster pace, and now more than ever before, there is a need to question regularly the long-term strategy. Also, Business Partners need daily support to work on new ideas and to create robust business cases. 

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Rolling Forecast – Case Study: A Review Of Management
February 5, 2019

By Richard Reinderhoff, CFO/FP&A Expert and Independent Adviser

FP&A Tags:
Modelling and Forecasting, Forecasting Quality, Rolling Forecast, FP&A Case Studies

A rolling forecast is not only about seeing the future unravel, but a constant evaluation of the management team to see if they are able to adjust their operations on time. Without it, any form of strategic planning becomes useless. Below you find a real-life case. Step-by-step each question will be briefly discussed. It is about a foreign business unit, which was part of a large European corporation, on the brink of a crisis.

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Swiss Post Case Study: How Beyond Budgeting Pushes Cultural Change towards Entrepreneurship
September 19, 2017

By Stefan Spiegel, CFO SBB Cargo AG, former Head Controlling of Retail Division of Swiss Post 2017

 
 
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, Beyond Budgeting, Rolling Forecast, FP&A Case Studies

In the period from 2001 to 2006, the Retail division of Swiss Post transformed itself from a public service company into a business driven sales organization. Crucial drivers of change were, on the one hand, the adaptation of the steering systems up to the final implementation of a "Beyond Budgeting" philosophy and, on the other hand, a humanistic attitude of management and finance department against all employees. The success was amazing: The division succeeded in increasing the sales of new retail products from 0 to over 400 million CHF, optimizing the bottom line by more than 100 million CHF or more than 5 percentage points and becoming the first state-owned company in Switzerland to win the EFQM- Award for Business Excellence.

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Transforming FP&A Together: Human & AI Synergy
 
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Moving from FP&A to Extended Planning and Analysis (xP&A)
 
Five Critical Roles for Building a World-Class FP&A Team
 
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FP&A Business Partnering and AI: A New Era
 
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Future Meetings

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Transforming FP&A Together: Human & AI Synergy

May 15, 2025

The Face-to-Face Milan FP&A Board
The Face-to-Face Milan FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

May 20, 2025

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board Five Critical Roles for Building a World-Class FP&A Team

May 22, 2025

BPAI
The FP&A Trends Webinar FP&A Business Partnering and AI: A New Era

May 28, 2025

The Face-to-Face London FP&A Board: Data Management & Analytics: Unlocking FP&A Value
The Face-to-Face London FP&A Board Mastering Data in FP&A: Smarter Analytics, Better Decisions

June 5, 2025

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

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

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