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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)
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      • Cash Planning
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      • Planning and Budgeting
      • Cost Planning
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      • Capital Planning
    • Technology
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    • 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
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      • FP&A Board Meetings Insights
      • Corporate Performance Management (CPM)
      • What is FP&A
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    • FP&A Case Studies
      • FP&A Case Studies
    • Financial Planning and Analysis
    fp&a
    How to Leverage FP&A into the Business?
    6 August 2021 | 599
    reinderhoff_re

    By Richard Reinderhoff, CFO/FP&A Expert and Independent Adviser

    If there is no financial planning, there is no financial control. Since financial planning and
    Read more
    • FP&A Transformation
    • Beyond Budgeting
    • FP&A Case Studies
    fp&a
    Roche’s FP&A Transformation Journey: Pushing the Boundaries of What Is Possible
    4 August 2021 | 2,214
    Svenja-Amrhein

    By Svenja Amrhein, Head Group Strategic Planning at Roche

    Transformation and new ways of working – the buzzwords that you hear a lot these
    Read more
    • Digital FP&A Events Insights
    fp&a
    Managing Risks and Opportunities: Rolling Forecasts and FP&A Scenario Planning
    2 August 2021 | 1,178
    If the last year has taught us anything, traditional financial planning and analysis approaches did
    Read more
    • FP&A Business Partnering
    • Collaborative FP&A
    Business Partnering
    Maximising Value Creation with Financial Business Partnering
    29 July 2021 | 1,030
    michael_huthwaite

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

    The power of Finance Business Partnering enables Finance to step outside of their traditional Performance
    Read more
    • Financial Planning and Analysis
    • Planning and Budgeting
    • Data-Driven FP&A
    planning
    Making Your Planning Season a Success: Three Questions to Consider
    28 July 2021 | 863
    Annual Operating Planning is an important activity in many organisations. Some refer to it as
    Read more
    • FP&A Technology
    • FP&A Team Building
    • FP&A Skills
    team
    How Technology Has Been Shaping a Winning FP&A Team
    22 July 2021 | 562
    Paolo-Guerrieri

    By Paolo Guerrieri, Senior Solution Architect at Wolters Kluwer – CCH Tagetik

    The key to modern FP&A teams is through empowered organisational governance, underlying a rich collaborative
    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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