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  1. Financial Planning and Analysis
  2. FP&A Team Building
Matt-Poleski-Organisational-Health-Main
How FP&A Supports Organisational Health
August 15, 2024 | 318
Matt Poleski

By Matt Poleski, NorthEast and Mid-Atlantic Regions CFO at Arthur J. Gallagher

In this article, the author explains how FP&A teams can help us support organisational health. The author outlines how this

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  1. Financial Planning and Analysis
  2. FP&A Team Building
Matt-Poleski-Bush-Vail-Balance-Main
How FP&A Teams Can Use the Bush-Vail Rules to Drive Innovation
July 16, 2024 | 276
Matt Poleski

By Matt Poleski, NorthEast and Mid-Atlantic Regions CFO at Arthur J. Gallagher

This article discusses how FP&A teams can help our organisations measure information that balances the trade-offs between profitability and innovation

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  1. FP&A People
  2. FP&A Team Building
  3. FP&A Case Studies
Connagh-Hopkins-Finding-the-Right-Mix-of-People-Main
Finding the Right Mix of People
July 2, 2024 | 537
fp&a

By Connagh Hopkins, Head of Business Planning and Reporting at Western Power, Perth FP&A Board Ambassador

In this article, the author exemplifies how to find and train the right people to build the best-in-class FP&A team

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  1. FP&A Case Studies
  2. FP&A Maturity Models
  3. FP&A Team Building
Rudie-van-Dijk-Transformation-Maturity-Model-Main
Case Study: How To Transform Your FP&A Team and Move Towards Advanced FP&A
June 13, 2024 | 1,758
Rudie van Dijk

By Rudie van Dijk, Group FP&A Director at TIP Group

This article offers food for thought on transforming a team towards Advanced FP&A using the FP&A Trends Maturity Model and

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  1. FP&A Team Building
  2. FP&A Case Studies
  3. FP&A Technology
  4. FP&A Transformation
Amarnath-Kamath-AXA-Case-Study-2024-Main
Driving Business Success with FP&A Teams: AXA Group Operations Case Study
June 11, 2024 | 814
Amarnath Kamath

By Amarnath Kamath, CFO, Malaysia, Indonesia and Philippines at AXA Group Operations

In this article, the author outlines how the Japanese branch of AXA Group Operations has undergone a transformation. Learn more

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  1. FP&A People
  2. FP&A Team Building
FP&A as a Connector​ by Garrett Dennie
FP&A as a Connector​
May 30, 2024 | 364

In his insightful presentation, Garrett outlined how FP&A Connector can bridge the gap between operational planning and execution, streamlining the

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Future Meetings

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  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

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