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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
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    • General
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    • Financial Planning and Analysis
    The Raw Materials of FP&A
    19 September 2017 | 287
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    FP&A practitioners rely on raw materials, i.e. data, to conduct their work. In order to
    Read more
    • Financial Planning and Analysis
    • AI in FP&A
    • FP&A Analytics
    • ML in FP&A
    AI & Machine Learning Impact on FP&A
    19 September 2017 | 2,277
    chris_ortega

    By Chris Ortega, CEO at Fresh FP&A

    In July 2017, I presented at the 2017 AICPA FP&A Conference in Las Vegas over
    Read more
    • Planning and Budgeting
    • Beyond Budgeting
    • Rolling Forecast
    • FP&A Case Studies
    Swiss Post Case Study: How Beyond Budgeting Pushes Cultural Change towards Entrepreneurship
    19 September 2017 | 884
    Stefan-Spiegel

    By Stefan Spiegel, CFO SBB Cargo AG, former Head Controlling of Retail Division of Swiss Post 2017

     
     
    In the period from 2001 to 2006, the Retail division of Swiss Post transformed itself
    Read more
    • Financial Planning and Analysis
    • FP&A People
    • FP&A Team Building
    Retaining and Building a Dream FP&A Team! #WeAreTheChampions
    19 September 2017 | 767
    chris_ortega

    By Chris Ortega, CEO at Fresh FP&A

    So, you are a C-suite executive, Vice President, Director, Manager, Senior, or Staff financial professional
    Read more
    • Financial Planning and Analysis
    • Rolling Forecast
    We Need a Rolling Forecast! Really? Why?
    19 September 2017 | 587
    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"

    I’d like to claim that I am not easily annoyed….but that would be untrue. And
    Read more
    • FP&A Business Partnering
    • Financial Planning and Analysis
    FP&A Business Partnering: Becoming Strategic and Influential
    19 September 2017 | 2,669
    I recently had the honor of moderating a global webinar focused on how Finance leaders
    Read more

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    Future Meetings

    • Digital
    • In person
    The Face-to-Face Munich FP&A Board
    The Face-to-Face Munich FP&A Board
    Dynamic Shift: Mastering Predictive Planning & Forecasting

    May 21, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
    The Power of Driver-Based Planning in the Age of AI

    June 10, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
    From Data Chaos to Clarity: Making FP&A Data Fit for AI

    June 18, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar
    Augmenting the Finance Function with AI

    June 24, 2026

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