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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.

Financial Modelling and Automation
December 6, 2018
FP&A Tags:
AI in FP&A, Modelling and Forecasting, FP&A RPA, FP&A Transformation

By Mohammed Hussain, Finance Manager at Builder.AI

Mohammed is an advocate for clean financial modelling and process automation. His key function is "modern" problem solving by blending traditional Excel techniques with BI as a visualisation tool. He strives to produce models that are transparent and easily understood by the end user. This is achieved through efficient Workbook and Worksheet design, and VBA.

His transcendent goal is life is to help others recognise where they can introduce efficiencies in their work in the hope that this extends to other areas of their lives.

LinkedIn account: https://www.linkedin.com/in/mohammedafhussain/

Disclaimer: Financial Modelling has no strict “right” or “wrong” method of application. It does, however, have forms of best practice and this what this article attempts to highlight

Read more
Building FP&A of the Future
November 20, 2018
FP&A Tags:
FP&A Board Meetings Insights

By Mitan Patel, Solutions Consultant at Chargebee

Following on from the success of the 7th London FP&A Circle, I had the pleasure of attending the 21st London FP&A Board which shares the latest professional trends and developments with the UK FP&A community, open exclusively by invitation to senior finance practitioners.

Read more
Driver-Based Planning Maturity: Creating Value With More Effective Rolling Forecasts
December 4, 2018
FP&A Tags:
Financial Planning and Analysis, Rolling Forecast, Driver Based Planning, FP&A Maturity Models

By Dean Sorensen, Founder of IBP Collaborative

Mature driver-based planning models are an essential component of effective rolling forecast processes in complex, global organizations.  They provide the foundation for profitable growth by enabling strategy and cost structures to quickly self adjust to changing business objectives and market conditions.

Read more
Webinar recording: Artificial Intelligence for the 21st century FP&A
November 29, 2018

FP&A Trends Group is happy to announce the continuation of our global webinar project. We will finish the year with a very exciting subject — "Artificial Intelligence for FP&A". The 21st century FP&A is ready for complete analytical transformation.

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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