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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
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      • Extended Planning & Analysis (xP&A)
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    • Process
      • Forecasting Quality
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      • Agile FP&A
      • Beyond Budgeting
      • Zero-Based Budgeting (ZBB)
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    • Technology
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      • Data-Driven FP&A
      • Data Visualisation
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    • General
      • Digital FP&A Events Insights
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    • FP&A Case Studies
      • FP&A Case Studies
    • FP&A Technology
    • Corporate Performance Management (CPM)
    Beware of FP&A System Demonstrations
    23 October 2017 | 446
    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 | 612
    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 | 939
    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
    FP&A Data Viz Question #4: Are You an Ethical Presenter? Are You Sure?
    7 October 2017 | 214
    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
    Read more
    • Financial Planning and Analysis
    • Data Visualisation
    • FP&A Storytelling
    FP&A Data Visualisation: Does Your Graph Actually WORK?
    7 October 2017 | 539
    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.

    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 | 858
    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

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