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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
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    Douglas-Yeung-FPA-Dashboards-Main
    FP&A Dashboards: How to Develop and Automate Them
    27 June 2024 | 1,573
    douglas_yeung

    By Douglas Yeung, former Director of Business Operations at 8x8

    This article explores frameworks for developing FP&A dashboards and tells us how FP&A professionals can
    Read more
    • FP&A Business Partnering
    • FP&A Skills
    Kristina-Bow-Empathy-in-Business-Partnering-Main
    How to Develop Empathy as an Essential Skill for FP&A Business Partnering
    25 June 2024 | 547
    Kristina Bow

    By Kristina Bow, Senior Director of FP&A at Optum

    In this article, the author exemplifies the importance of empathy in Business Partnering by referring
    Read more
    • Capital Planning
    • AI in FP&A
    Liping-Qi-Capital-Planning-Main
    Capital Planning: The Past and the Future
    20 June 2024 | 550
    Liping-Qi

    By Liping Qi, CFO at MicroSurgical Technology

    In this article, the author speculates on the evolution of capital planning and outlines how
    Read more
    • Financial Planning and Analysis
    • Capital Planning
    Matt-Poleski-FPA-Toolbox-Measurement-Main
    The FP&A Toolbox: Winning through Measurements that Influence
    18 June 2024 | 423
    Matt Poleski

    By Matt Poleski, NorthEast Region CFO at Arthur J. Gallagher

    In this article, the author examines the FP&A's role in helping businesses win by measuring
    Read more
    • FP&A Case Studies
    • FP&A Maturity Models
    • FP&A Team Building
    Rudie-van-Dijk-Transformation-Maturity-Model-Main
    Case Study: How To Transform Your FP&A Team and Move Towards Advanced FP&A
    13 June 2024 | 1,812
    Rudie van Dijk

    By Rudie van Dijk, Group FP&A Director at TIP Group

    This article offers food for thought on transforming a team towards Advanced FP&A using the
    Read more
    • FP&A Team Building
    • FP&A Case Studies
    • FP&A Technology
    • FP&A Transformation
    Amarnath-Kamath-AXA-Case-Study-2024-Main
    Driving Business Success with FP&A Teams: AXA Group Operations Case Study
    11 June 2024 | 855
    Amarnath Kamath

    By Amarnath Kamath, CFO, Malaysia, Indonesia and Philippines at AXA Group Operations

    In this article, the author outlines how the Japanese branch of AXA Group Operations has
    Read more

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    Future Meetings

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    The Face-to-Face Munich FP&A Board
    The Face-to-Face Munich FP&A Board
    Dynamic Shift: Mastering Predictive Planning & Forecasting

    May 21, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
    The Power of Driver-Based Planning in the Age of AI

    June 10, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
    From Data Chaos to Clarity: Making FP&A Data Fit for AI

    June 18, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar
    Augmenting the Finance Function with AI

    June 24, 2026

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