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From Routine to Resilience: Elevating Budgeting and Forecasting
Eduardo-Haller-From-Routine-To-Resilience
January 7, 2025

By Eduardo Haller, Former Finance Director FP&A at Organon

FP&A Tags:
Planning and Budgeting, Modelling and Forecasting, FP&A Technology

In this article, the author provides us with tips for enhancing the budgeting and forecasting process. 

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From Spend to Strategy: Bridging Finance and Marketing Reporting
Ankesh-Tyagi-Bridging-Finance-and-Marketing
December 12, 2024

By Ankesh Tyagi, Enterprise Technology & Analytics Lead at Stripe, Inc.

FP&A Tags:
Planning and Budgeting, FP&A Technology, Data-Driven FP&A

In this article, the author outlines how to effectively bridge the gap between finance and marketing teams reporting and shares some learnings from his experience. He exemplifies his lessons with a planning system that helped them achieve a balanced closed-loop approach to finance and marketing planning.

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Elevating FP&A with ESG: Sustainability and Stakeholder Management
Ivan-Volodchenkov-ESG-Main
November 12, 2024

By Ivan Volodchenkov, Finance & Impact Manager at R. F. Wilkins Consultants Inc.

FP&A Tags:
Planning and Budgeting, Risk-Adjusted Planning, Modelling and Forecasting, ESG in FP&A

In this article, the author describes how to better understand the increasing importance of relationships with non-financial stakeholders and use this knowledge to create value. He also discusses broader stakeholder management, referring to all parties that can be affected, including clients, suppliers, employees, communities, and the planet.

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Best Practices in Strategic Planning: Linking Enterprise and Product Strategy to Financial Plans
Alejandro-Erasso-Strategic-Planning-Main
October 31, 2024

By Alejandro Erasso, Former Sr. Director Global Business Unit FP&A Finance at VMware (Broadcom)

FP&A Tags:
FP&A Strategic Planning, Modelling and Forecasting, Planning and Budgeting

In this article, the author revisits how linking financial and Strategic Planning can lead to successful execution at for-profit organisations, focusing on best practices regarding scope, processes and output.

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Capital Planning in the Age of Sustainability: Moving from Risk Management to Resilience
Karl-Orrling-Sustainable-Capital-Planning-Main
October 24, 2024

By Karl Orrling, Founder at Fairway Sustainability Partners

FP&A Tags:
Capital Planning, FP&A Team Building, Planning and Budgeting, Risk-Adjusted Planning, ESG in FP&A

In this article, the author outlines how the five essential FP&A team roles can contribute to sustainable capital planning in a rapidly-changing world.

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Top-Down vs Bottom-Up: Comparative Analysis of Two Planning Approaches
Diana-Groschupp-Top-Down-Bottom-Up-Planning-Main
October 1, 2024

By Diana Groschupp, Vice President FP&A Europe at TD Synnex

FP&A Tags:
Planning and Budgeting, Integrated FP&A

In this article, the author compares the two most popular FP&A approaches, top-down and bottom-up planning, outlining the pros and cons of each.

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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 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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