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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
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      • Generative AI in FP&A
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      • Beyond Budgeting
      • Zero-Based Budgeting (ZBB)
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      • Planning and Budgeting
      • Cost Planning
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    • Technology
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    • Data & Analytics
      • Data-Driven FP&A
      • Data Visualisation
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    • General
      • Digital FP&A Events Insights
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    • FP&A People
    Ivan-Mitringa-FPA-Career-Luck
    Why FP&A Career “Luck” Is Built, Not Found
    19 March 2026 | 56
    Ivan-Mitringa

    By Ivan Mitringa, Worldwide CFO Displays and Client Peripherals at Dell Technologies

    In this article, the author explains why FP&A career “luck” is not random but deliberately
    Read more
    • AI in FP&A
    • FP&A Transformation
    • FP&A Skills
    Andrew-Wee-Building-AI-Ready-FPA-Teams
    Building “AI-Ready FP&A” Teams: Essential Governance, Value-Led Pilots, and Upskilling Strategies
    17 March 2026 | 192
    Andrew-Wee

    By Andrew Wee, CFO at Good Bards

    In this article, the author explains how CFOs can build “AI-ready FP&A” teams through disciplined
    Read more
    • FP&A Business Partnering
    • FP&A Storytelling
    • FP&A Strategic Planning
    Steve-Legg-FPA-Shape-Strategic-Agenda
    Beyond the Board Pack: How FP&A Can Shape the Strategic Agenda
    12 March 2026 | 261
    Steve-Legg

    By Steve Legg, Director of Financial Planning Enablement at Arm

    In this article, the author explains why FP&A influence is determined long before the board
    Read more
    • AI in FP&A
    • Cash Planning
    • Forecasting Quality
    Manoj-Kumar-Vandanapu-Sriharsha-Chavali-AI-Healthcare-Revenue
    How AI is Turning Healthcare Revenue into a Strategic FP&A Asset
    10 March 2026 | 128
    Manoj-Kumar-Vandanapu

    By Manoj Kumar Vandanapu, Corporate Financial Controller at UBS, and Sriharsha Chavali, an Applied AI and Technology Leader

    In this article, the author explains how AI-driven, claim-level revenue intelligence enables healthcare FP&A teams
    Read more
    • Planning and Budgeting
    • Rolling Forecast
    • Driver-Based Planning
    Pieter-van-Loosbroek-Break-Free-100-Year-Old-Budgeting-Mindset
    Why FP&A Needs To Break Free From The 100-Year-Old Budgeting Mindset
    5 March 2026 | 292
    Pieter-van-Loosbroek

    By Pieter van Loosbroek, Founder and Managing Partner of Steervalue

    In this article, we explore how FP&A leaders can modernise traditional budgeting through a hybrid
    Read more
    • FP&A Technology
    • Digital FP&A
    Rob-Konferowicz-FPA-Software-Selection
    FP&A Software Selection: How to Make a Defensible Decision Without Vendor Theatre
    3 March 2026 | 182
    Rob Konferowicz

    By Rob Konferowicz, Builder at CFO Shortlist

    In this article, the author shares a practical, insider-led framework for running an FP&A/EPM software
    Read more

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    Future Meetings

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    The Face-to-Face Zurich FP&A Board
    The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
    Agile FP&A: Turning Myths into Practice

    May 6, 2026

    The Face-to-Face Geneva FP&A Board
    The Face-to-Face Geneva FP&A Board
    Agile FP&A: Turning Myths into Practice

    May 12, 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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    From Insight to Impact: FP&A Business Partnering in Action
     
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    Agile FP&A: Turning Myths into Practice
     
    Beyond the Horizon: Top FP&A Trends of Tomorrow
     
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    Elevating FP&A Business Partnering Through AI
     
    Dynamic Shift: Mastering Predictive Planning & Forecasting
     
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