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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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      • FP&A Case Studies
    • Corporate Performance Management (CPM)
    • FP&A Strategic Planning
    • Modelling and Forecasting
    Seven Key Dimensions of CPM Business Model
    26 July 2016 | 1,205
    michael_coveney

    By Michael Coveney, Analytics Thought Leader and Author

    The central CPM business model requires multi-dimensional technology. The CPM business model will typically consist of

    Read more
    • Financial Planning and Analysis
    Responding to Criticism of FP&A
    21 July 2016 | 871
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    Criticism is defined as “the expression of disapproval of something based on perceived mistakes.”  FP&A

    Read more
    • Data-Driven FP&A
    Puzzles, Mysteries, and Big Data
    12 July 2016 | 675
    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.

    Last week I led a workshop on management reporting at the IMA Northern Lights Council’s

    Read more
    • Financial Planning and Analysis
    Black Swans, Big Data, Our Intuition, and the "Birthday Paradox"
    12 July 2016 | 819
    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.

     

    At a dinner party last night, one of the guests posed a question: Imagine a

    Read more
    • Financial Planning and Analysis
    • What is FP&A
    Adding Value to Entrepreneurs through FP&A
    29 June 2016 | 879
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    This blog post looks at the ways of how FP&A can help entrepreneurs to accomplish

    Read more
    • Digital FP&A Events Insights
    Three Stages of Rolling Forecast Maturity
    21 June 2016 | 4,872
    larysa

    By Larysa Melnychuk, CEO and Founder at FP&A Trends Group and International FP&A Board

    Rolling Forecasts  are an essential tool for financial planning and analysis (FP&A), with a potential

    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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