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Case Study: ​Intelligent FP&A Transformation with the FP&A Maturity Model​
Case Study: ​Intelligent FP&A Transformation with the FP&A Maturity Model​
April 18, 2024
FP&A Tags:
FP&A Case Studies, FP&A Maturity Models, FP&A Transformation

Matt Poleski, Regional CFO at Arthur J.Gallagher & Co.,  shares his experience using the FP&A Trends Maturity Model. In his case study, Matt deep-dives into why and how they structured their team's overperformance and what they could improve.

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The FP&A Trends Webinar: Finance Transformation: From Reactive to Proactive
The FP&A Trends Webinar
April 18, 2024
FP&A Tags:
FP&A Transformation

The webinar was proudly sponsored by:

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Predicting the Course of FP&A Evolution
Ashok-Manthena-AI-Systems-Main
March 26, 2024

By Ashok Manthena, Founder of ChatFin

FP&A Tags:
AI/ML FP&A, FP&A Transformation, Financial Planning and Analysis

In this article, the author outlines how AI transformation may impact the finance domain and explains why AI systems still within FP&A need human oversight.

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How to Stay Relevant after Automation, Decentralisation, and Adoption of AI
Ji-Hyun-Hwang-Skills-Main
March 21, 2024

By Dr. Ji-Hyun Hwang, Global Business Control, Large Corporates and Financial Institutions at SEB

FP&A Tags:
FP&A Skills, FP&A Transformation

This article explores what skills FP&A professionals will need to develop to stay relevant in the job market and contribute to the society they belong to using their talents and abilities in the era of rapid technology advancements.

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A Sure Shot Strategy to Fail at Finance Transformation
Suneet-Pal-Singh-Digital-Transformation-Main
March 19, 2024

By Suneet Pal Singh, Director of FP&A at SE Health

FP&A Tags:
FP&A Transformation, Digital FP&A, FP&A Technology

This article aims to share some insights on why digital transformation in finance has failed in other companies and which important lessons we can learn from those experiences.

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Elevate Your FP&A Maturity with Rolling Forecasts
Connagh-Hopkins-Rolling-Forecast-Maturity-Main
March 5, 2024

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

FP&A Tags:
Rolling Forecast, FP&A Maturity Models, FP&A Transformation

If you are wondering where to start with your finance transformation and not sure whether the focus should be on data, systems or Business Partnering, consider implementing Rolling Forecasts. In this article, the author outlines six practical steps to get started with Rolling Forecast.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter 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

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

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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