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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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    • FP&A Strategic Planning
    Ron-Monteiro-Strategic-Planning-Main
    World-Class Strategic Planning as the Basis for All Organisational Planning
    19 October 2023
    Ron Monteiro

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

    This article will define Strategic Planning and provide a demonstrative rationale to make it a
    Read more
    • AI in FP&A
    • FP&A Technology
    • Modelling and Forecasting
    Stylianos-Kampakis-AI-Applications-Main
    Applications of AI for Financial Planning and Analysis (FP&A)
    17 October 2023
    Stylianos-Kampakis

    By Dr Stylianos Kampakis, CEO at the Tesseract Academy

    In this article, the author talks about two of the most prominent applications of AI
    Read more
    • Extended Planning & Analysis (xP&A)
    • FP&A Transformation
    Larysa-Melnychuk-Kedar-Kale-Three-Steps-to-XPA-Main
    Three Steps to Drive xP&A Transformation
    12 October 2023
    larysa

    By Larysa Melnychuk, CEO of the FP&A Trends Group, and Kedar Kale, MENA FP&A at Amazon

    In this article, the authors provide a clear perspective on how FP&A teams should drive
    Read more
    • FP&A Scenario Planning
    • Modelling and Forecasting
    Christopher-Thomas-Scenario-Planning-Main
    Scenario Planning for Financial Forecasts: an Invaluable Tool for Navigating Uncertainty
    10 October 2023
    Christopher-Thomas

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

    In this article, we will explore why and how Scenario Planning can significantly benefit financial
    Read more
    • FP&A Storytelling
    • Data Visualisation
    • FP&A Skills
    Mohamed-El-Rouby-Data-Storytelling-Main
    Data Storytelling: The Most Important Things to Keep in Mind
    5 October 2023
    elrouby

    By Mohamed El-Rouby, Senior Vice President - FP&A Financial Planning & Analysis and Strategy at United Pharmaceuticals Company

    In this article, the author shares the essentials of compelling data storytelling and provides several
    Read more
    • Planning and Budgeting
    Ken-Fick-Shadow-Budget-Main
    The Shadow Budget: A Secret Weapon for FP&A Professionals
    3 October 2023
    ken_fick

    By Ken Fick, CFO/FP&A Advisor at FPAexperts

    In this article, the author outlines the concept of a shadow budget and emphasises the
    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: Leading FP&A Change in the AI Era
    Leading FP&A Change in the AI Era

    September 22, 2026

    The Face-to-Face Frankfurt FP&A Board
    The Face-to-Face Frankfurt FP&A Board
    Leading FP&A Change in the AI Era

    September 24, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar: FP&A Change Management in the Age of AI
    FP&A Change Management in the Age of AI

    August 26, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
    Driving Decision Intelligence in the Age of AI

    September 16, 2026

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