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The Power of Storytelling for FP&A Professionals: Beyond Numbers to Narrative Excellence
Aurelien-Nolf-Storytelling-Main
May 16, 2024

By Aurélien Nolf, VP, Head of FP&A at Lyft

FP&A Tags:
FP&A Storytelling, FP&A Case Studies

In this article, the author discusses the key aspects of FP&A storytelling, highlighting the importance of defining the most relevant metrics, maintaining consistency, and understanding the importance of data visualisation.

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Case Study: ​Intelligent FP&A Transformation with the FP&A Maturity Model​
Case Study: ​Intelligent FP&A Transformation with the FP&A Maturity Model​
April 18, 2024
FP&A Tags:
FP&A Case Studies, FP&A Maturity Models, FP&A Transformation

Matt Poleski, Regional CFO at Arthur J.Gallagher & Co.,  shares his experience using the FP&A Trends Maturity Model. In his case study, Matt deep-dives into why and how they structured their team's overperformance and what they could improve.

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Choosing the Right FP&A Technology - A Case Study at Swarovski
Choosing the Right FP&A Technology - A Case Study at Swarovski by Michael Nudelmann
November 21, 2023
FP&A Tags:
FP&A Case Studies, FP&A Technology

In this video, Michael Nudelmann, Director Controlling / Head of Corporate FP&A at SWAROVSKI, shares a case study from his company. He speaks about the main pillars and data structure and shares lessons he learned on their path to implementing the right technology.

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FP&A Trends Research Paper 2023: FP&A Scenario Management: Your Path to Navigating Uncertainty
FP&A Trends Research Paper 2023
November 1, 2023
FP&A Tags:
FP&A Scenario Planning, FP&A Trends Research, FP&A Maturity Models, FP&A Case Studies

This paper evaluates the transition process, and the challenges organisations may encounter when embracing the Scenario Management ecosystem, with a particular focus on the practical steps involved.

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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.

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Systems Thinking for FP&A, Internal Audit and Management Excellence – A Case Study
Tom-Byrne-Systems-Thinking-Main
September 12, 2023

By Tom Byrne, MD at T&B Software Solutions

FP&A Tags:
FP&A Business Environment, Collaborative FP&A, FP&A Case Studies

In this article, the author describes the Systems Thinking approach and shows how it impacted FP&A and Management, referring to his experience in the automotive industry.

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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
 
All events for the year

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

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 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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