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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.

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    • Financial Planning and Analysis
    The Role of Chance in FP&A
    30 November 2017 | 94
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    How should the role of chance influence the work of FP&A practitioners?  

    Intentions may

    Read more
    • Financial Planning and Analysis
    • FP&A Analytics
    How Do Forecasts Differ from Budgets?
    19 November 2017 | 2,249
    steve_morlidge

    By Steve Morlidge, Business Forecasting thought leader, author of "Future Ready: How to Master Business Forecasting" and  "The Little Book of Beyond Budgeting"

    In a previous blog post, I mentioned that people who are highly sensitive to the

    Read more
    • Financial Planning and Analysis
    Finding Fractures through FP&A
    23 October 2017 | 74
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    The goal of financial management of maximizing shareholder wealth can be assessed through a variety

    Read more
    • FP&A Technology
    • Corporate Performance Management (CPM)
    Beware of FP&A System Demonstrations
    23 October 2017 | 322
    michael_coveney

    By Michael Coveney, Analytics Thought Leader and Author

    Too often software evaluations are restricted to features and functions. It’s like evaluating a car

    Read more
    • Financial Planning and Analysis
    • Data Visualisation
    FP&A Professional, Are You Choosing the RIGHT Graph for Your Story?
    23 October 2017 | 475
    randall

    By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension.

    RANDALL BOLTEN grew up in Washington, D.C., the son of a CIA intelligence officer and a history professor. He is passionate about the importance of presenting financials and other numerical information in a cogent and effective way, and in his current life is the author of Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You (John Wiley & Sons, 2012).

    He is a seasoned financial executive, with many years directing the financial and other operations of high-technology companies. His experience includes nearly twenty years as a chief financial officer of software companies.

    He has held the CFO position at public companies BroadVision and Phoenix Technologies, and at private companies including Arcot Systems, BioCAD, and Teknekron. Before his CFO positions, he held senior financial management positions at Oracle and Tandem Computers.

    He received his AB from Princeton University, headed west to earn an MBA at Stanford University, and ended up staying in Silicon Valley. 

    In addition to writing Painting with Numbers, he currently operates Lucidity, a consulting and executive coaching practice focused on organizing and presenting complex financial information. He divides his work time between Glenbrook, NV and Washington, DC, and maintains an office in Menlo Park, CA.

    There are so many ways to graph information, and many of them are not just

    Read more
    • Financial Planning and Analysis
    • Data Visualisation
    • FP&A Storytelling
    Visual FP&A: Is Graphing the Right Choice?
    7 October 2017 | 796
    randall

    By Randall Bolten, longtime Silicon Valley CFO, author of "Painting with Numbers: Presenting Financials and Other Numbers So People Will Understand You” and adjunct professor at U.C. Berkeley Extension

    In my last article, I listed four questions you should ask yourself, and the order

    Read more

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    Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
     
    Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
     
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    Generative AI in FP&A: From Hype to Real Impact
     
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