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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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    Movie Sequel – “Accountant Pirates of the Caribbean”
    8 October 2016 | 616
    gary_cokings

    By Gary Cokins, Founder and CEO: Analytics-Based Performance Management LLC

    Please forgive me for my persistent rant and criticism against accountants who budget poorly or

    Read more
    • FP&A Technology
    • FP&A Analytics
    Utilizing Technology in FP&A
    12 September 2016 | 969
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    This article addresses technology in FP&A. In his book "THE INNOVATORS" Walter Isaacson describes two ways

    Read more
    • Data Visualisation
    Are You an Ethical Numbers Presenter?
    5 September 2016 | 845
    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.

    In recent posts we’ve seen how tiny changes in the way we present numbers can

    Read more
    • Modelling and Forecasting
    • Forecasting Quality
    The 11 Commandments of Supreme Forecasting
    20 August 2016 | 5,321
    timo

    By Timo Wienefoet, Principal at Kainos

    The gold rush is a defining part of Silicon Valley. The gold of today is

    Read more
    • What is FP&A
    • FP&A People
    Clinical & Statistical FP&A
    15 August 2016 | 691
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    In his book THINKING, FAST AND SLOW Daniel Kahneman describes two schools of psychology within

    Read more
    • Corporate Performance Management (CPM)
    How to Build Corporate Performance Management Workflow
    26 July 2016 | 3,084
    michael_coveney

    By Michael Coveney, Analytics Thought Leader and Author

    Workflow is critical to a CPM application in the same way that it is critical

    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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