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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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      • FP&A Case Studies
    • Financial Planning and Analysis
    Responding to Criticism of FP&A
    21 July 2016 | 875
    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 | 680
    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 | 828
    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 | 882
    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 | 4,902
    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
    • Financial Planning and Analysis
    • What is FP&A
    • Planning and Budgeting
    The Purpose of Planning and Why It Often Fails
    13 June 2016 | 1,993
    michael_coveney

    By Michael Coveney, Analytics Thought Leader and Author

    Most people will agree that planning is a vital activity for every corporate body. It
    Read more

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    Future Meetings

    • Digital
    • In person
    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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