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Why Should Finance Professionals Use Financial Planning?
December 12, 2019

By Karl Kern, Accountant / Lecturer / Writer

FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

During 2019 I have contributed articles to FP&A Trends that have addressed financial planning.  The articles have addressed financial planning from the perspectives of financial statements, fields of study, and business functions.  The purpose of addressing financial planning from these perspectives is to provide insights into usage. Usage of financial planning is important because it begins a process of improving financial health.  Improving financial health can be achieved when finance professionals use financial planning.

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Why Should IT Departments Use Financial Planning?
November 27, 2019

By Karl Kern, Accountant / Lecturer / Writer

FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, FP&A Technology

Businesses exist in order to improve the well-being of others. One approach businesses use for achieving this goal is the concept of people/process/technology. In businesses the element of technology is the responsibility of information technology (IT) departments; information technology is responsible for the acquisition, maintenance, and enhancement of technology. How can information technology improve its ability to acquire, maintain, and enhance technology? An answer is financial planning, thinking about how businesses can accumulate wealth.

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Budgeting: The Game Is Up
November 8, 2019

By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting" 

FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

Budgeting no longer helps organisations to perform better. On the contrary. It prevents organisations from performing to their full potential, because given the level of volatility, uncertainty and ambiguity in the world only thing we know for sure is that we don’t know. “The future ain’t what it used to be”, as the American baseball player Yogi Berra once put it.

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The Future of FP&A. Incorporating AI Into the Financial Forecasting Process
The Future of FP&A. Incorporating AI Into the Financial Forecasting Process
November 7, 2019
FP&A Tags:
AI in FP&A, Forecasting Quality, Planning and Budgeting

At the third meeting of the AI/ML FP&A Committee, Xena Ugrinsky, Principal and Founder at GenreX, talked about the future of FP&A and some ways of incorporating AI into the financial forecasting process. Also, Xena provided an example explaining how Stanley Black & Decker improved financial forecasting by 60%.

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Do Annual Budgets Make Sense Anymore?
November 5, 2019

By Kedar Kale, FP&A Manager at Hala

FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting

The idea of a budget is so core to financial wisdom that it’s one of the first lessons we learnt from our parents for keeping our finances (and lives) on track. Annual Budgeting exercises have been the norm in almost all companies, big and small, across the world for decades. However, in recent years, there has been a lot of news about companies, some very prominent headline-grabbing ones, doing away with their annual budgets and moving to a monthly rolling forecast-based system.

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Why Should Human Resources Use Financial Planning?
October 24, 2019

By Karl Kern, Accountant / Lecturer / Writer

FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, What is FP&A

Businesses exist in order to improve the well-being of others.  One approach businesses use for achieving this goal is the concept of people/process/technology.  In businesses the element of people is the responsibility of human resources; human resources is responsible for the acquisition, compensation, and teaching of people.  How can human resources improve its ability to acquire, compensate, and teach people?  An answer is financial planning, thinking about how businesses can accumulate wealth.

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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

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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