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FP&A Insights

FP&A Insights 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.

From Spreadsheets to AI-Powered Data Products: Why Finance Needs a Platform Strategy
David-Vega-AI-Powered-Data-Products
February 26, 2026
FP&A Tags:
AI in FP&A, FP&A Technology, Data-Driven FP&A

By David Vega, Strategic Finance Leader

In this article, the author explains why AI-powered data product platforms are becoming the foundation for faster, more trusted FP&A decision-making at scale.

Read more
AI as a Governed Collaborator: Lessons from a Real Decision System — Part II
Tom-Byrne-AI-Governed-Collaborator
February 24, 2026
FP&A Tags:
AI in FP&A, FP&A Predictive Analytics, FP&A Change Management

By Tom Byrne, Managing Director at T&B Software Solutions

Read more
AI as a Strategic Partner in FP&A: From Automation to Governed Decision-Making — Part I
Tom-Byrne-AI-Strategic-Partner-FPA
February 19, 2026
FP&A Tags:
AI in FP&A, FP&A Transformation

By Tom Byrne, Finance and Performance Management Professional

In this article, the author explains how AI in FP&A can evolve from automation to a governed strategic partner, if decision rights, governance artefacts, and accountability are deliberately designed.

Read more
40% of Agentic AI Projects Fail by 2027: How FP&A Succeeds
Leonard-Schokker-Agentic-AI-Projects-Fail
February 17, 2026
FP&A Tags:
AI in FP&A, Agentic AI, FP&A Technology

By Leonard Schokker, Founder of QuipuCFO

In this article, the author examines how FP&A teams can implement trustworthy agentic AI by matching process types to technology, embedding governance controls, and strengthening data foundations.

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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The Power of FP&A Storytelling
 
Agile FP&A: Turning Myths into Practice
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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