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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
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    • General
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    Diana-Groschupp-FPA-Centralisation
    FP&A Centralisation: Foundations and Structural Choices – Part 1 of 2
    16 October 2025 | 486
    Diana-Groschupp

    By Diana Groschupp, Vice President FP&A Europe at TD Synnex

    In this article, we explore the complexities, advantages, risks, and models of FP&A centralisation, offering
    Read more
    • Modelling and Forecasting
    • Integrated FP&A
    • Agile FP&A
    Kevin-Phillip-Architecture-Agile-Finance
    The Architecture of Agile Finance: More of the Same Won’t Cut It
    14 October 2025 | 211
    Kevin Phillips

    By Kevin Phillips, CEO at IDU

    In this article, the author explains how integrated modelling enables FP&A leaders to balance speed
    Read more
    • Planning and Budgeting
    • Financial Planning and Analysis
    • Profitability Analysis
    Ore-Onabowale-Margin-Expansion
    Margin Expansion Is Everyone’s Job: FP&A Connects the Dots
    9 October 2025 | 285
    Oreoluwa Onabowale

    By Oreoluwa Onabowale, FP&A Leader - Controls at GE Vernova

    In this article, you’ll discover how FP&A leaders can drive sustainable margin expansion by turning
    Read more
    • FP&A Transformation
    • Integrated FP&A
    Thomas-Smith-Next-Gen-FPA
    From Sprawl to Strategy: Roadmap for Next-Gen FP&A Impact
    7 October 2025 | 282
    Authors/Thomas-Smith-Portrait.JPG

    By Thomas Smith, Strategic Finance Leader

    In this article, the author shares a seven-step roadmap to help finance leaders cut through
    Read more
    • FP&A Predictive Analytics
    • FP&A Strategic Planning
    • AI in FP&A
    • FP&A AI Agents
    Manoj-Kumar-Vandanapu-Raghavendra-Boorisetty-AI-Agents
    From Transcripts to Strategy: AI Agents Unlock FP&A Foresight
    2 October 2025 | 492
    Manoj-Kumar-Vandanapu

    By Manoj Kumar Vandanapu, Corporate Financial Controller at UBS, and Raghavendra Boorisetty, Global Director of Financial Planning & Analysis at Rain Carbon Inc

    In this article, the authors show how AI agents can turn messy earnings call transcripts
    Read more
    Isha-Sharma-AI-Transformation.jpg
    AI Transformation in FP&A and Analytics: Insights from the AI FP&A Committee Meeting #28
    30 September 2025 | 246
    Isha-sharma

    By Isha Sharma, Secretary of the AI FP&A Committee, Senior Financial Analyst - Corporate & Product Finance at Autodesk
     

    In this article, the AI FP&A Committee explores how Next Gen FP&A can harness AI
    Read more

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    Future Meetings

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    • 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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