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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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    Utilizing Technology in FP&A
    12 September 2016 | 971
    karl_kern

    By Karl Kern, Accountant / Lecturer / Writer

    This article addresses technology in FP&A. In his book " THE INNOVATORS" Walter Isaacson describes
    Read more
    • Data Visualisation
    Are You an Ethical Numbers Presenter?
    5 September 2016 | 847
    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 | 5,328
    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 | 694
    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 | 3,103
    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
    • Corporate Performance Management (CPM)
    • FP&A Strategic Planning
    • Modelling and Forecasting
    Seven Key Dimensions of CPM Business Model
    26 July 2016 | 1,222
    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
    Read more

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    Future Meetings

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    Toronto FP&A Board
    Toronto FP&A Board
    From Insight to Impact: FP&A Business Partnering in Action

    March 5, 2026

    New York FP&A Board
    New York FP&A Board
    Agile FP&A: Turning Myths into Practice

    March 10, 2026

    Chicago FP&A Board
    Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
    Beyond the Horizon: Top FP&A Trends of Tomorrow

    March 12, 2026

    Seattle FP&A Board
    Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
    Dynamic Shift: Mastering Predictive Planning & Forecasting

    March 19, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
    Elevating FP&A Business Partnering Through AI

    March 18, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
    The Analytical Backbone of Integrated FP&A

    March 31, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
    Integrated FP&A in Action: Connecting People, Roles, and Decisions

    April 22, 2026

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    Elevating FP&A Business Partnering Through AI
     
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