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Who Are the Animals of FP&A?
November 28, 2018

By Gary Cokins,  Founder of Analytics-Based Performance Management

Gary Cokins (Cornell University BS IE/OR, 1971; Northwestern University Kellogg MBA 1974) is an internationally recognized expert, speaker, and author in advanced cost management and enterprise performance and risk management systems. He is the founder of Analytics-Based Performance Management LLC, an advisory firm located in Cary, North Carolina at www.garycokins.com .

He began his career in industry with a Fortune 100 company in CFO and operations roles. He then worked 15 years in consulting with Deloitte, KPMG, and EDS. From 1997 until recently Gary was a Principal Consultant with SAS, a leading provider of enterprise performance management and business analytics and intelligence software.

His two most recent books Performance Management: Finding the Missing Pieces to Close the Intelligence Gap (ISBN 0-471-57690-5) and Performance Management: Integrating Strategy Execution, Methodologies, Risk, and Analytics (ISBN 978-0-470-44998-1). Mr. Cokins can be contacted at gcokins@garycokins.com .

LinkedIn account: www.linkedin.com/pub/gary-cokins/0/15a/949

 

FP&A Tags:
What is FP&A, Financial Planning and Analysis, FP&A Team Building, FP&A People

Ever notice how the personalities and dispositions of animals often resemble humans'? An organisation’s pursuit of adopting FP&A involves personalities of all types. How are they like the creatures that populate our planet? Here is a zoology of analogous types of employees that you might recognise. 

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Talent Management and Retention: How are Some Key Areas of Focus for FP&A Professionals?
November 14, 2018

By Chris Ortega, CEO at Fresh FP&A

FP&A Tags:
FP&A People, FP&A Team Building, Financial Planning and Analysis, FP&A Skills

So, you’re a C-suite executive, Vice President, Director, Manager, Senior, or Staff financial professional and a high potential and performance team member or members have left the company. The goal of this blog is to provide 5 success factors for retaining and building a FP&A dream team from the perspective of a high potential and performer millennial.

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A Bigger Role For FP&A – Insight Brokers
November 7, 2018

By Andrew Codd, Founder and Lead Producer at The Strength In The Numbers Show

The author Andrew Codd is the producer of the Strength in the Numbers Podcast which interviews real finance practitioners to break down their hard-won lessons and deconstruct their practical methods that work on the job and which you won't typically find in textbooks or exams so that we create more influential finance professionals worldwide who solve meaningful problems for their organisations and in return have fun, rewarding and successful careers in finance.

LinkedIn account: https://www.linkedin.com/in/andrewcodd/

FP&A Tags:
Financial Planning and Analysis, FP&A Team Building, FP&A People, FP&A Skills

There’s been a steady move towards having more business partner roles in FP&A, similar to other support functions like IT and HR, but what does this all mean for FP&A?

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Why is Talent Management & Retention Important and How to Improve It?
October 31, 2018

By Chris Ortega, CEO at Fresh FP&A

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

People are the most expensive asset but they are vital to running a successful business and delivering value. However, few organizations understand the why talent management and retention is important to their bottom line.

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Transforming FP&A in a Decentralized Environment
October 29, 2018

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

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

Recent trends in FP&A have been to focus on data analytics and driver-based planning to provide better information for business leaders to make decisions. An often-overlooked challenge in transforming financial planning and analysis is the FP&A team’s structure and resource alignment. This article examines how we are transforming the people part of FP&A.

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Being a Good Finance Manager is about More Than Money - Part 2
October 24, 2018

By Robin Kiziak, Finance Manager at Wickes

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

A finance manager is nothing without the team that they work with and that got me thinking about what makes a good finance team and pushes the department forward from being perceived as a ‘bean counters’ and a group of people that are constantly saying no to a real business partner function and being the engine room of any organisation.

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Event Calendar

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AI Transformation in FP&A and Analytics
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
FP&A Storytelling: Craft Stories That Influence and Impact
 
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All events for the year

Future Meetings

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

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

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

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

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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