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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
      • Agentic AI
      • AI in FP&A
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      • Extended Planning & Analysis (xP&A)
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      • Zero-Based Budgeting (ZBB)
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      • Planning and Budgeting
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    • Technology
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      • Data Visualisation
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    • General
      • Digital FP&A Events Insights
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      • What is FP&A
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      • FP&A Case Studies
    • Cash Planning
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    • Modelling and Forecasting
    • FP&A Scenario Planning
    Denis-Ranke-Navigating-Financial-Complexity-Main
    Navigating Financial Complexity: Strategies for Highly Leveraged Businesses in Turbulent Times
    28 November 2023 | 568
    Denis-Ranke

    By Denis Ranke, CFO/COO at Xovis, Zurich FP&A Board Ambassador

    In this article, we will explore the indispensable role FP&A professionals play in modelling and
    Read more
    • Digital FP&A Events Insights
    Olga-Rudakova-Beyond-Automation-Main
    Beyond Automation: AI's Synergy with Human Insight in FP&A
    23 November 2023 | 454
    Rudakova

    By Olga Rudakova, Finance Professional and Data Skills Trainer, the International FP&A Board Ambassador

    This article provides an overview of the topics and cases presented and discussed by the
    Read more
    • FP&A Team Building
    • FP&A Skills
    Chris-Thomas-Fostering-Innovation-in-Your-Finance-Team-Main
    Fostering Innovation in Your Finance Team
    21 November 2023 | 608
    Christopher-Thomas

    By Christopher Thomas, Founder of the "Blue Oak Consulting"

    This article discusses several practical strategies and tips to cultivate innovation among your finance professionals.
    Read more
    • Extended Planning & Analysis (xP&A)
    • Integrated FP&A
    Ron-Monteiro-Integrated-Marketing-Planning-Main
    xP&A in Action: Demystifying Integrated Marketing Planning
    16 November 2023 | 276
    Ron Monteiro

    By Ron Monteiro, Speaker, Facilitator and Coach at Clear Concept, Inc.

    The author of this article overviews integrated marketing planning and outlines its benefits for organisations
    Read more
    • Planning and Budgeting
    Kevin-Phillips-Sales-Planning-Main
    Driving Empowerment with the New Approach to Sales Planning
    14 November 2023 | 253
    Kevin Phillips

    By Kevin Phillips, CEO at IDU

    This article considers the spectrum of approaches to sales planning, ranging from automated and arithmetic
    Read more
    • Digital FP&A Events Insights
    Olga-Rudakova-ZBB-2023-Main
    From Cost-Centric to Holistic: Mastering Zero-Based FP&A
    9 November 2023 | 442
    Rudakova

    By Olga Rudakova, Finance Professional and Data Skills Trainer, the International FP&A Board Ambassador

    This article provides an overview of the topics and cases presented and discussed by the
    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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    All events for the year

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