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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.

A CFO’s Capital Planning Journey: Partnership, Data and the Pursuit of Growth
planning
July 15, 2021
FP&A Tags:
Planning and Budgeting, FP&A Business Partnering, Cash Planning, FP&A Strategic Planning, Integrated FP&A, Capital Planning

By Joao Almeida, CFO Hubs at A.P. Moller-Maersk, and Rich Feldman, Head of Marketing at Finario

Joao Almeida is Chief Financial Officer:Hubs at A.P. Moller – Maersk.

His background also includes numerous board of director roles, transformation director/Europe at CRH plc, a global building materials company, and divisional finance director at the multi-national food products company Danone (formerly Royal Numico BV).

LinkedIn: https://www.linkedin.com/in/joaovendeirinhoalmeida/

Rich Feldman is Head of Marketing at Finario, an enterprise capital planning software company.

He has worked with Fortune 100 and 500 companies for more than 30 years as an advertising agency founder/owner, with a focus on technology, finance, and pharmaceuticals. He was also chief marketing officer at fintech startup PrimaHealth Credit before joining Finario.

LinkedIn: https://www.linkedin.com/in/richfeldman1/

CEOs that are more strategically oriented and less numbers-oriented tend to want to partner with a CFO who has a strong command of the numbers. When that's not the case, and we have CEOs or leadership teams that are focused on their matrix, it can be challenging for the finance organisation. In the new article, Joao Almeida and Rich Feldman discuss some of the current challenges facing leaders in finance, and the role of capital planning in a time of increased uncertainty.

Read more
Upgrading Your FP&A Team: Areas to Consider
Leadership
July 14, 2021
FP&A Tags:
FP&A Skills, FP&A Technology, FP&A Team Building

By James Halley, VP Finance & European CFO, Nidec (ACIM Division)

Despite the current circumstances of the COVID-19 epidemic, many FP&A teams have been able to adapt to the challenges and even become more effective during the crisis. Remote working or part-time working has led to more collaboration and is paving the way for new opportunities for both people and organisations. This article will describe the current FP&A challenges and the ways how FP&A teams can address them.

Read more
Becoming a Great FP&A Storyteller
fp&a
July 13, 2021
FP&A Tags:
FP&A Storytelling, FP&A Skills, Data Visualisation

By Simon Alexander, DRIVE Finance Lead Europe/Transformation at FedEx

Increasingly, FP&A’s most valued skill is turning data/facts into a story and putting these into context. However, there is generally too little focus on the actual art and science of storytelling, the primary tool in business partnering. This article on Storytelling will evolve around the three core elements of a good story – the narrative, visuals and data and cover how combining these allows FP&A to fulfil our goal in life of influencing change.

Read more
Why Dashboards are a Powerful Tool in FP&A
fp&a
July 8, 2021
FP&A Tags:
FP&A KPI, FP&A Dashboards, FP&A Technology, Data-Driven FP&A, FP&A Strategic Planning

By Olga Rudakova, Finance Professional and Data Skills Trainer

The KPIs you choose to measure the performance of your business, the KPIs you use in traffic lights, and the gauges in your dashboards drive the efforts of your teams and shape your business. In this article, we explain the strategic role of dashboard design and how to set the right KPIs and benchmarks for your business.

Read more

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Event Calendar

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AI Transformation in FP&A and Analytics
 
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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
Five Roles Every High-Performing FP&A Team Needs
 
Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
 
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All events for the year

Future Meetings

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face San Francisco FP&A Board:From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face San Francisco FP&A Board From Insight to Impact: FP&A Business Partnering in the Age of AI

October 16, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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