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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 in 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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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
 
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All events for the year

Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

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

September 18, 2025

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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