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FP&A Articles

FP&A Articles is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

FP&A Articles
    • AI in FP&A
      • Agentic AI
      • AI in FP&A
      • FP&A AI Agents
      • Generative AI in FP&A
      • ML in FP&A
    • ESG in FP&A
      • ESG in FP&A
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      • Extended Planning & Analysis (xP&A)
      • Integrated FP&A
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      • Collaborative FP&A
    • Process
      • Forecasting Quality
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      • Risk-Adjusted Planning
      • Agile FP&A
      • Beyond Budgeting
      • Zero-Based Budgeting (ZBB)
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      • Cash Planning
      • FP&A Scenario Planning
      • Planning and Budgeting
      • Cost Planning
      • Rolling Forecast
      • Capital Planning
    • Technology
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      • FP&A Skills
      • FP&A Storytelling
      • FP&A Team Building
      • FP&A Business Partnering
      • FP&A People
    • Data & Analytics
      • Data-Driven FP&A
      • Data Visualisation
      • FP&A Dashboards
      • FP&A KPI
      • Profitability Analysis
      • FP&A Predictive Analytics
      • Modelling and Forecasting
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    • General
      • Digital FP&A Events Insights
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      • FP&A Board Meetings Insights
      • Corporate Performance Management (CPM)
      • What is FP&A
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    • FP&A Case Studies
      • FP&A Case Studies
    • AI in FP&A
    • FP&A Technology
    • Data-Driven FP&A
    David-Vega-AI-Powered-Data-Products
    From Spreadsheets to AI-Powered Data Products: Why Finance Needs a Platform Strategy
    26 February 2026 | 160
    David-Vega

    By David Vega, Strategic Finance Leader

    In this article, the author explains why AI-powered data product platforms are becoming the foundation
    Read more
    • AI in FP&A
    • FP&A Predictive Analytics
    • FP&A Change Management
    Tom-Byrne-AI-Governed-Collaborator
    AI as a Governed Collaborator: Lessons from a Real Decision System — Part II
    24 February 2026 | 92
    Tom Byrne

    By Tom Byrne, Managing Director at T&B Software Solutions

    Introduction Part 1 introduced a six-stage maturity model for AI in FP&A and argued that
    Read more
    • AI in FP&A
    • FP&A Transformation
    Tom-Byrne-AI-Strategic-Partner-FPA
    AI as a Strategic Partner in FP&A: From Automation to Governed Decision-Making — Part I
    19 February 2026 | 158
    Tom Byrne

    By Tom Byrne, Finance and Performance Management Professional

    In this article, the author explains how AI in FP&A can evolve from automation to
    Read more
    • AI in FP&A
    • Agentic AI
    • FP&A Technology
    Leonard-Schokker-Agentic-AI-Projects-Fail
    40% of Agentic AI Projects Fail by 2027: How FP&A Succeeds
    17 February 2026 | 236
    Leonard Schokker

    By Leonard Schokker, Founder of QuipuCFO

    In this article, the author examines how FP&A teams can implement trustworthy agentic AI by
    Read more
    • Digital FP&A Events Insights
    storytelling-picture
    Audience-First Storytelling for Modern FP&A
    12 February 2026 | 48
    Rudakova

    By Olga Rudakova, FP&A Board Ambassador

    In this article, we summarise key insights from “The Power of FP&A Storytelling” webinar, exploring
    Read more
    • FP&A Skills
    • Financial Planning and Analysis
    • FP&A Transformation
    Nicholas-Bell-Breaking-Bottleneck-Differentiated-Skillset
    Breaking the Bottleneck: The Differentiated Skillset That Took Me from Commercial Finance to Head of FP&A
    12 February 2026 | 389
    Nicholas-Bell.jpg

    By Nicholas Bell, Global Head of FP&A at Clyde&Co

    In this article, the author explains how deliberately building a differentiated FP&A skillset, combining commercial
    Read more

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    Future Meetings

    • Digital
    • In person
    Toronto FP&A Board
    Toronto FP&A Board
    From Insight to Impact: FP&A Business Partnering in Action

    March 5, 2026

    New York FP&A Board
    New York FP&A Board
    Agile FP&A: Turning Myths into Practice

    March 10, 2026

    Chicago FP&A Board
    Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
    Beyond the Horizon: Top FP&A Trends of Tomorrow

    March 12, 2026

    Seattle FP&A Board
    Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
    Dynamic Shift: Mastering Predictive Planning & Forecasting

    March 19, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
    Elevating FP&A Business Partnering Through AI

    March 18, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
    The Analytical Backbone of Integrated FP&A

    March 31, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
    Integrated FP&A in Action: Connecting People, Roles, and Decisions

    April 22, 2026

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    Elevating FP&A Business Partnering Through AI
     
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    All events for the year

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