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3 Dos and Don'ts in Business Partnering (you’d be surprised!)
fp&a
September 21, 2021

By Douglas Yeung, Senior FD at Genesys

FP&A Tags:
FP&A Business Partnering, FP&A People, FP&A Skills

There are probably a lot of tips and learnings you have picked up as you went on your journey as a finance business partner, but you may still be up for some surprises from the list here.

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The Digital German FP&A Board: Building Winning Financial Planning and Analysis (FP&A) Teams
Germany
August 4, 2021
FP&A Tags:
FP&A Team Building, FP&A People

The Digital German FP&A Board will be held online on the 5th of October from 5:00 PM to 6:30 PM CEST to explore how to build Winning Financial Planning and Analysis (FP&A) Teams.

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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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4 Key Steps to Become a Trusted FP&A Business Partner
partnering
April 28, 2021

By Wai Yee Tsang, Senior FP&A Professional

FP&A Tags:
FP&A Business Partnering, FP&A Skills, FP&A Team Building, FP&A People, Data Visualisation, FP&A Strategic Planning

Every FP&A professional has an active role to play in business partnering, supporting the leadership team to aid decision making. To enable this, the FP&A team must be positioned to inform the future impact of decisions that are being made now. This requires understanding what the company’s strategy is, where the company is heading, what part your business unit/function play to get there and what are the KPIs on which they are being measured.

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What is Finance Business Partnering?
Business Partnering
July 2, 2020

By Andrew Jepson, Founder and CEO at theFBPteam.com

FP&A Tags:
FP&A Business Partnering, FP&A Team Building, FP&A Skills, FP&A People

How does an accountant move from being a compliant type bean counter to a value-add influential finance business partner? The article looks into three thoughts that can be a good start.

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FP&A Meeting Etiquette
Meeting Etiquette
May 7, 2020

By Andrew Jepson, Founder and CEO at theFBPteam.com

FP&A Tags:
FP&A Skills, FP&A People, FP&A Team Building

As FP&A Professionals we spend a lot of time in meetings. A quick review of your Outlook - and you will barely find a day that is not filled with at least one meeting. In this article, you will find 3 rules that can help to ensure an effective meeting and allow the relevant decisions to be made and actions to be taken.

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The Unseen Cultural Shifts
 
Mastering Data in FP&A: Smarter Analytics, Better 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 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 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

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