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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
    • Integrated FP&A
      • Extended Planning & Analysis (xP&A)
      • Integrated FP&A
      • FP&A Transformation
      • Collaborative FP&A
    • Process
      • Forecasting Quality
      • FP&A Change Management
      • Continuous Planning
      • Risk-Adjusted Planning
      • Agile FP&A
      • Beyond Budgeting
      • Zero-Based Budgeting (ZBB)
      • FP&A Strategic Planning
      • Cash Planning
      • FP&A Scenario Planning
      • Planning and Budgeting
      • Cost Planning
      • Rolling Forecast
      • Capital Planning
    • Technology
      • FP&A Technology
      • Business Intelligence (BI)
      • FP&A RPA
      • Digital FP&A
    • People and Culture
      • 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
      • Driver-Based Planning
      • FP&A Analytics
    • FP&A Research
      • FP&A Trends Research
      • FP&A Maturity Models
    • General
      • Digital FP&A Events Insights
      • Financial Planning and Analysis
      • FP&A Board Meetings Insights
      • Corporate Performance Management (CPM)
      • What is FP&A
      • FP&A Business Environment
    • FP&A Case Studies
      • FP&A Case Studies
    • Financial Planning and Analysis
    • Planning and Budgeting
    • FP&A Technology
    Why Not to Use Spreadsheet-Based Budgeting
    11 December 2018 | 793
    thorsteinn_siglaugsson

    By Thorsteinn Siglaugsson, Consultant / Corporate trainer / Manager

    Spreadsheets are a great tool to build and maintain ad-hoc calculations, quickly draft a business
    Read more
    • AI in FP&A
    • Financial Planning and Analysis
    • ML in FP&A
    AI/ML FP&A Committee: Insights from the Third Meeting
    10 December 2018 | 600
    The Global Artificial Intelligence / Machine Learning FP&A Committee was created in March 2018 with
    Read more
    • AI in FP&A
    • Modelling and Forecasting
    • FP&A RPA
    • FP&A Transformation
    Financial Modelling and Automation
    6 December 2018 | 2,324
    mohammed-hussain

    By Mohammed Hussain, Finance Manager at Builder.AI

    Disclaimer: Financial Modelling has no strict “right” or “wrong” method of application. It does, however
    Read more
    • Financial Planning and Analysis
    • Rolling Forecast
    • Driver-Based Planning
    • FP&A Maturity Models
    Driver-Based Planning Maturity: Creating Value With More Effective Rolling Forecasts
    4 December 2018 | 1,603
    Dean-Sorensen

    By Dean Sorensen, Founder of IBP Collaborative

    Mature driver-based planning models are an essential component of effective rolling forecast processes in complex
    Read more
    • Digital FP&A
    • Financial Planning and Analysis
    • FP&A Skills
    • FP&A Technology
    Preparing for Future in Finance in a Digitalized World
    29 November 2018 | 443
    siva_raj_jeyarajah

    By Siva Raj Jeyarajah, Executive Vice President at Maybank

    There’s a lot of buzz nowadays with regards to digitalization and how we all need
    Read more
    • What is FP&A
    • Financial Planning and Analysis
    • FP&A Team Building
    • FP&A People
    Who Are the Animals of FP&A?
    28 November 2018 | 665
    gary_cokings

    By Gary Cokins,  Founder of Analytics-Based Performance Management

    Ever notice how the personalities and dispositions of animals often resemble humans'? An organisation’s pursuit
    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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