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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
    • FP&A Analytics
    Watch Your FP&A Processes
    27 September 2018 | 1,268
    ch-fournier

    By Christian Fournier, former Head of Finance Europe at Orange Business Services

     
    Tools and processes used by finance and FP&A (commercial management, billing, accounting, operational statistics, competitive
    Read more
    • Planning and Budgeting
    • Beyond Budgeting
    Should We Abandon Budgeting or Can We Improve It?
    27 September 2018 | 505
    thorsteinn_siglaugsson

    By Thorsteinn Siglaugsson, Consultant / Corporate trainer / Manager

    Traditional budgeting has for a long time been criticized for encouraging counterproductive behaviour, hindering growth
    Read more
    • FP&A People
    • FP&A Business Partnering
    • FP&A Team Building
    What Finance Professionals Can Learn from ‘How to Win Friends and Influence People’
    26 September 2018 | 488
    kedar_kale

    By Kedar Kale, FP&A Manager at Hala

    There is hardly any book on human relationships and influence that is as revered as
    Read more
    • Financial Planning and Analysis
    Giving Meaning to Assessments
    25 September 2018 | 147
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    Karl Kern has a BBA degree in Accounting from Temple University, and an MBA degree with a concentration in Finance from Babson College. After graduating from Temple University Karl started a career where he has established a reputation as a problem solver. Karl’s reputation as a problem solver is based on his ability to create as well as implement initiatives that have helped organizations increase revenues, decrease expenses, and improve cash flows.

    Karl’s ability to create as well as implement initiatives is due to being a well-read individual with exceptional organizational skills and passion. It is Karl’s passion that guides him to improve the lives of not only himself but also those around him.

    LinkedIn account: https://www.linkedin.com/in/karlhkern/

    Making assessments is one part of an FP&A practitioner’s work. The purpose of assessments is
    Read more
    • FP&A Team Building
    • FP&A People
    • Financial Planning and Analysis
    • FP&A Skills
    5 Roles that Will Help You Broaden Your FP&A Experience
    21 September 2018 | 2,379
    douglas_yeung

    By Douglas Yeung, Senior Finance Director at Genesys

    There is no lack of discussion about the skill sets that FP&A professionals need throughout
    Read more
    • Financial Planning and Analysis
    • FP&A Business Partnering
    FP&A: Are You Providing Insight or Just Information
    19 September 2018 | 1,305
    andrew_jepson

    By Andrew Jepson, Founder and CEO at theFBPteam.com

    One of the biggest transformations in the finance departments recently, has been the shift for
    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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