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Drawing the Line Between Strategic and Tactical Planning
May 30, 2018

By Michael J. Huthwaite, Director of Product Management at Walmart

FP&A Tags:
FP&A Strategic Planning, Driver Based Planning, Planning and Budgeting, Rolling Forecast, Financial Planning and Analysis

For organisations looking to get the most out of their Driver based planning and Rolling Forecasting initiatives, it is critical to realise that these terms apply in both Strategic and Tactical planning. Yet the people, processes and technology applied to these two domains are quite unique.

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Integrated FP&A: How to Close Complexity Gaps
May 2, 2018

By Dean Sorensen, Founder of IBP Collaborative

FP&A Tags:
FP&A Strategic Planning, Financial Planning and Analysis, Integrated FP&A, Extended Planning & Analysis (xP&A)

The cost of complexity can be significant – upwards of 5% of sales in global organizations. Forward-thinking FP&A leaders can play a significant role in realizing this value by leveraging technology innovations that support fully integrated P&PM processes.

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Seven Essential Tips for Strategic Finance
April 26, 2018

By Michael J. Huthwaite, Director of Product Management at Walmart

FP&A Tags:
Financial Planning and Analysis, FP&A Strategic Planning

If done correctly, Strategic Finance can represent an immense value-add to your organization while at the same time, reduce the costly time and effort of the Budgeting process.   Make a conscious effort to consider these seven essential tips and will see the benefits. 

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Integrated FP&A: Bridging the Strategy Gap. The webinar recording.
April 23, 2018
FP&A Tags:
Integrated FP&A, FP&A Strategic Planning, FP&A Technology, FP&A Transformation, Extended Planning & Analysis (xP&A)

The statistics reveal that 60%-90% of strategy implementations fail and only 14% of executives are satisfied with the execution of a strategy. Why do companies systematically fail to set meaningful and achievable targets that can help close the strategy gap? What should be the role of the FP&A in Strategic Planning?

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FP&A Strategy Execution Readiness
February 22, 2018

By Niels Van Hove, Supply Chain consultant, Mental Toughness coach and S&OP/IBP expert at Truebridges

FP&A Tags:
FP&A Strategic Planning, Financial Planning and Analysis, FP&A People, Integrated FP&A, Extended Planning & Analysis (xP&A)

The statistics reveal that 60%-90% of strategy implementations fail and only 14% of executives are satisfied with the execution of a strategy. This article introduces a framework to assess your company’s strategy execution readiness, in order to align leaders around how to bridge your strategy to execution gaps. It also provides a free strategy execution checklist to assess your readiness.

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Presenting FP&A Strategy’s Data Maturity Model to Accelerate your Finance transformation
May 15, 2017

By James Myers, Global Finance Executive and Finance Transformation Consultant

FP&A Tags:
Financial Planning and Analysis, FP&A Maturity Models, FP&A Dashboards, FP&A Strategic Planning, Data-Driven FP&A

It’s the middle of the year and it’s time to take charge of your “data destiny” before the budgeting and planning season starts. What exactly is your data destiny? No, it’s not the new Netrunner card game where the objective is to control all the data in the Universe.

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Event Calendar

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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 Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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

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