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FP&A Empowerment Survey 2018: The Evolution of FP&A Technology & Trends
Survey 2018
November 3, 2021
FP&A Tags:
FP&A Team Building, FP&A Business Partnering, Modelling and Forecasting, Financial Planning and Analysis, FP&A Trends Research

The role of the CFO is changing: It’s moving away from compliance and optimization, towards a more strategic; customer facing disruptive role. How is technology empowering Finance teams?

Read more
7 Ways to Make Budget Season Better!
planning
November 1, 2021

By Ron Monteiro, Founder at KICT Inc

Ron Monteiro, CPA, CMA

Ron is a University of Toronto graduate & business professional who has extensive senior level FP&A experience mainly in the CPG industry.

His experience includes working for public companies such as Hitachi, Kraft, Campbell’s & Kruger as well as a start-up telecommunications company and a private entrepreneurial beverage manufacturing company.

Ron also frequently does guest lectures at Colleges and Universities and recently taught a course at Humber college in Toronto.

He is passionate manager, mentor, teacher and coach and is looking to share best practices & industry experience and insights with FP&A professionals.

FP&A Tags:
Planning and Budgeting, FP&A Team Building

We all have these horror stories where we have all sacrificed our personal lives during this challenging ‘Budget’ season. I guess they say that what doesn’t kill you makes you stronger. I personally think that there are several ways to make your lives better during this period.

Read more
How Do Incompetent Managers Survive the Planning Process?
fp&a
October 25, 2021

By Grant Tait, Author, former Finance Director

Grant is a qualified chartered accountant with an MBA from INSEAD in France. His career included more than 25 years managing teams in Europe in multinational corporations whose headquarters were in USA, Italy, Switzerland and Japan and before that, he was an accountant in various professional firms in the UK and Europe. He has also been involved in three start-ups, and worked as a consultant and transition manager.

Grant also writes on Medium and LinkedIn. He has written a book about managers who never make decisions called ‘How to become a no-decision manager’ and has a blog on them: https://nodecisionmanager.co.uk/ He has a second blog making fun of accountants: https://boring accountants.co.uk/ He has also written humorous articles about life in multinationals, anonymously or as Grant Petrie to protect his employment. They were published in various professional magazines such as Management Today, Personnel Journal and Management Accounting. He now lives in France.

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

A plan, for an incompetent manager, is just an administrative task that needs to be completed to satisfy the boss and headquarters. Nothing else. There is no attempt to think about objectives, goals, roadmaps or any of the classic planning principles. For a boss this behaviour should be easy to detect, but if they are unaware of their inherent incompetence, then the incompetent managers will remain undetected.

Read more
The Digital German FP&A Board: Building Winning Financial Planning and Analysis (FP&A) Teams
Germany
October 6, 2021
FP&A Tags:
FP&A Team Building

Senior representatives from Deutsche Bahn Regio AG, Takeda, TE Connectivity, Unit4 and Robert Half, shared their actionable insights on the subject of Building Winning Financial Planning and Analysis (FP&A) Teams.

Read more
Three Key Elements to Building Synergistic FP&A Teams in the “Next Normal”
team
October 6, 2021

By Irena Pavunkovic, VP at Bayer

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

In anticipation of turning the pandemic corner, companies are contemplating the return to the office or some form of the “Next Normal” working model. So how will your FP&A team find optimal ways of working in this new and evolving landscape?  

Read more
The Digital Benelux FP&A Board: How to Build Winning Financial Planning and Analysis (FP&A) Teams
The Digital Benelux FP&A Board :  FP&A Team Building in the New Normal
September 27, 2021
FP&A Tags:
FP&A Team Building, FP&A People

Organisations are operating in the world of ‘unknown unknowns’. As they strive to adapt, Financial Planning and Analysis (FP&A) has become increasingly important. FP&A teams must be agile and analytical. They have had to develop whole new ‘playbooks’ in order to overcome challenging changes, taking on roles that are not typical for traditional management accounting.

Read more

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Event Calendar

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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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