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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
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    FP&A Data Viz Question #4: Are You an Ethical Presenter? Are You Sure?
    7 October 2017 | 91
    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.

    Of the four essential questions every effective FP&A professional should ask before presenting graphical information

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    • Financial Planning and Analysis
    • Data Visualisation
    • FP&A Storytelling
    FP&A Data Visualisation: Does Your Graph Actually WORK?
    7 October 2017 | 402
    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.

    When the graph is the right way to present your FP&A information, several important questions

    Read more
    • Financial Planning and Analysis
    • FP&A Business Partnering
    • Cash Planning
    7 Reasons Why Good Financial Business Partnering Starts with Cash Flow
    7 October 2017 | 723
    michael_huthwaite

    By Michael J. Huthwaite, Director of Product Management at Walmart

    As Finance leaders, we can’t expect the business to view Finance as value-added partners if

    Read more
    • FP&A Analytics
    • Financial Planning and Analysis
    3 Reasons Why Data Driven Businesses Win
    22 September 2017 | 221
    iy

    By Ian Yates, Managing Director at Barcanet

    We live in a modern, technological world where data, or more accurately insights from data

    Read more
    • Financial Planning and Analysis
    • FP&A Analytics
    Artificial FP&A
    22 September 2017 | 260
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    Machines thinking on their own present a number of anxieties in the workplace. Perhaps the

    Read more
    • Financial Planning and Analysis
    5 Steps to Faster, Better Decisions
    22 September 2017 | 129
    iy

    By Ian Yates, Managing Director at Barcanet

    Keeping your company at the forefront of its field means having the ability and confidence

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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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