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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
      • Digital FP&A Events Insights
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      • FP&A Case Studies
    • Integrated FP&A
    Amrish-Shah-Benefits-of-Integrated-FPA-Main
    What Benefits Can an Integrated FP&A Deliver?
    23 March 2023 | 443
    amrish_shah

    By Amrish Shah, CFO at Metabolic

    In this blog, we will look at integrated Financial Planning and Analysis: what it is
    Read more
    • FP&A Change Management
    • FP&A Team Building
    Kristina-Bow-Main-Picture
    Leadership through Change Management
    21 March 2023 | 789
    Kristina Bow

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

    The human side of Change Management is often neglected. However, fast-paced environments still require leaders
    Read more
    • FP&A Board Meetings Insights
    Houston-FPA-Board-March-2023-4
    Building World-Class FP&A Teams: Houston FP&A Board Notes
    19 March 2023 | 278
    Eric-Moses

    By Eric Moses, Mergers and Acquisitions Lead - Americas at Shell

    The Houston FP&A Board met on March 14, 2023, at Downtown Greenstreet in central Houston
    Read more
    • FP&A Team Building
    • FP&A People
    Christine-Fromont-Finance-of-the-Future-Main
    Finance of the Future
    16 March 2023 | 900
    Christine-Fromont

    By Christine Fromont, CFO at Hôpital de La Tour

    Recent innovations have completely transformed internal finance operations and, as a result, are changing the
    Read more
    • Zero-Based Budgeting (ZBB)
    Michael-Huthwaite-ZBB-Main-Picture
    Embracing Modern Zero-Based Budgeting
    14 March 2023 | 1,188
    michael_huthwaite

    By Michael J. Huthwaite, Director of Product Management at Walmart

    In this article, Michael Huthwaite shares three steps to consider when implementing ZBB. Modern ZBB
    Read more
    • Digital FP&A Events Insights
    Darsh-Khetan-Main-Picture
    Trends Defining FP&A in 2023
    9 March 2023 | 1,799
    Darsh-Khetan

    By Darsh Khetan, Financial Planning Analyst at Citi

    The first webinar by the FP&A Trends Group in 2023 was focused on identifying the
    Read more

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    Future Meetings

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    The FP&A Trends Webinar
    The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
    2026 FP&A Trends Survey: Where AI Meets FP&A Reality

    July 8, 2026

    The FP&A Trends Webinar
    Designing an Effective FP&A Operating Model
    Designing the FP&A Operating Model for the AI Era

    July 9, 2026

    The Digital North American FP&A Circle
    From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
    From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

    July 16, 2026

    The FP&A Trends Webinar
    The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
    From Reactive to Proactive FP&A: Real-Time Scenario Planning

    July 21, 2026

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    The Power of Driver-Based Planning in the Age of AI
     
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    From Data Chaos to Clarity: Making FP&A Data Fit for AI
     
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    Augmenting the Finance Function with AI
     
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