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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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    A Good Sketch is Better Than a Long Speech – 5 Benefits of Data Visualisation Tools
    19 September 2017 | 2,041
    iy

    By Ian Yates,  Managing Director at Barcanet

    “ A good sketch is better than a long speech…” a quote often attributed to
    Read more
    • Financial Planning and Analysis
    • Data-Driven FP&A
    Address the 6 Key Challenges in Creating Value from Your Data
    19 September 2017 | 1,285
    iy

    By Ian Yates,  Managing Director at Barcanet

    To create value from data, you do need a big data strategy – right? Well
    Read more
    • Financial Planning and Analysis
    • FP&A Analytics
    Fractal FP&A: How to Apply the 80/20 Pattern
    19 September 2017 | 428
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    As a word fractal is not frequently used in conversation. As a concept fractal is
    Read more
    • Financial Planning and Analysis
    • Data Visualisation
    FP&A Data Visualization: Don’t Skip ANY of These Questions!
    19 September 2017 | 319
    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.

    Data visualization – or graphing – is one of the hottest buzzwords in FP&A today
    Read more
    • Financial Planning and Analysis
    • FP&A Team Building
    • FP&A People
    Is your FP&A Team Busy with the Right Things?
    19 September 2017 | 886
    Less than a quarter of a Financial Analyst’s time is spent with high value-add analysis
    Read more
    • Financial Planning and Analysis
    • FP&A Team Building
    • FP&A People
    Collaborative FP&A - An Oxymoron*?
    19 September 2017 | 210
    How many of us, when we are asked to a meeting with someone from FP&A
    Read more

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    The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
    2026 FP&A Trends Survey: Where AI Meets FP&A Reality

    July 8, 2026

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    Designing an Effective FP&A Operating Model
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    July 9, 2026

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    From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
    From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

    July 16, 2026

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    The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
    From Reactive to Proactive FP&A: Real-Time Scenario Planning

    July 21, 2026

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    The Power of Driver-Based Planning in the Age of AI
     
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    From Data Chaos to Clarity: Making FP&A Data Fit for AI
     
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    Augmenting the Finance Function with AI
     
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