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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.

How to Move from Static Budgets to Agentic Planning
budget-picture-webinar
June 22, 2026
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, FP&A Board Ambassador

Agentic Planning helps FP&A teams move from static budgets to dynamic, driver-based planning supported by AI, stronger ownership, and faster decisions.

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From Architecture to Action: How Headless FP&A Works in Practice — Part 2
Anup-Koshy-John-Headless-FPA-in-Practice.jpg
June 18, 2026
FP&A Tags:
Agentic AI, Generative AI in FP&A, FP&A Technology

By Anup Koshy John, Senior Finance Manager – FP&A at Bottomline Technologies

Headless FP&A shows how AI, governed data architecture, and human oversight can turn business intent into secure, explainable planning decisions.

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Beyond the Dashboard: Headless FP&A and the Rise of Conversational Budgeting — Part 1
Anup-Koshy-John-Headless-FPA.jpg
June 16, 2026
FP&A Tags:
Agentic AI, AI in FP&A, Digital FP&A

By Anup Koshy John, Senior Finance Manager — FP&A at Bottomline Technologies

How Headless FP&A and Agentic AI are reshaping budgeting through real-time scenario modelling, conversational planning, and granular operational forecasting.

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Why Finance Still Gets Surprised: The Case for Financial Observability
Alexis-Hidalgo-Gato-Financial-Observability
June 11, 2026
FP&A Tags:
Data-Driven FP&A, FP&A Analytics, FP&A Dashboards

By Alexis Hidalgo-Gato, Founder, CEO, and Product Architect at Zavvis

Financial observability helps FP&A teams detect structural financial change earlier by monitoring behaviour across systems before surprises reach month-end reporting.

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Future Meetings

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  • In person
The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

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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