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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
      • FP&A AI Agents
      • Generative AI in FP&A
      • ML in FP&A
    • ESG in FP&A
      • ESG in FP&A
    • Integrated FP&A
      • Extended Planning & Analysis (xP&A)
      • Integrated FP&A
      • FP&A Transformation
      • Collaborative FP&A
    • Process
      • Forecasting Quality
      • FP&A Change Management
      • Continuous Planning
      • Risk-Adjusted Planning
      • Agile FP&A
      • Beyond Budgeting
      • Zero-Based Budgeting (ZBB)
      • FP&A Strategic Planning
      • Cash Planning
      • FP&A Scenario Planning
      • Planning and Budgeting
      • Cost Planning
      • Rolling Forecast
      • Capital Planning
    • Technology
      • FP&A Technology
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      • Digital FP&A
    • People and Culture
      • FP&A Skills
      • FP&A Storytelling
      • FP&A Team Building
      • FP&A Business Partnering
      • FP&A People
    • Data & Analytics
      • Data-Driven FP&A
      • Data Visualisation
      • FP&A Dashboards
      • FP&A KPI
      • Profitability Analysis
      • FP&A Predictive Analytics
      • Modelling and Forecasting
      • Driver-Based Planning
      • FP&A Analytics
    • FP&A Research
      • FP&A Trends Research
      • FP&A Maturity Models
    • General
      • Digital FP&A Events Insights
      • Financial Planning and Analysis
      • FP&A Board Meetings Insights
      • Corporate Performance Management (CPM)
      • What is FP&A
      • FP&A Business Environment
    • FP&A Case Studies
      • FP&A Case Studies
    • Digital FP&A Events Insights
    fp&a
    Express Course of FP&A Data Storytelling
    25 November 2021 | 1,271
    Rudakova

    By Olga Rudakova, Finance Professional and Data Skills Trainer

    Data Storytelling is a discipline at the intersection of data analytics, psychology, and design. It
    Read more
    • AI in FP&A
    • ML in FP&A
    AI and ML
    How to use AI to forecast Account Receivables
    22 November 2021 | 2,665
    Ashok Manthena

    By Ashok Manthena, Founder of ChatFin

    This blog explains how FP&A can utilise Artificial Intelligence (AI) to make a data-driven forecast
    Read more
    • FP&A Skills
    • FP&A People
    • FP&A Storytelling
    skills
    The Soft Skills of FP&A: Why Communication Matters for Finance Professionals
    19 November 2021 | 1,949
     Ryan Sullivan

    By Ryan Sullivan, Principal at Collectiv

    For FP&A, effective communication centres on 'storytelling' — the art of conveying numerical analysis as
    Read more
    • Corporate Performance Management (CPM)
    • Agile FP&A
    • FP&A Strategic Planning
    • FP&A Team Building
    cpm
    Corporate Performance Management in the Age of Agility
    16 November 2021 | 1,082
    Bernard-Drui

    By Bernard Drui, Managing Director at Protiviti

    Corporate Performance Management (CPM) has long consisted in breaking the company’s strategy down into operational
    Read more
    • Digital FP&A Events Insights
    fp&a
    What is Integrated FP&A?
    11 November 2021 | 1,600
    Dante Healy

    By Dante Healy, Finance & Data Systems Strategy (FDSS) IT Project Manager at Mars

    Integrated FP&A involves harmonising the three levels of planning - Strategic, Financial and Operational levels
    Read more
    • Cost Planning
    • Driver-Based Planning
    fp&a
    Some Accountants are the Blind Leading the Blind
    8 November 2021 | 390
    gary_cokings

    By Gary Cokins,  Founder of Analytics-Based Performance Management

    The longer these types of primitive FP&A analysts and accountants delay implementing ABC, then 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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    All events for the year

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