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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.

88% Spreadsheets Have Errors
July 26, 2017
FP&A Tags:
FP&A Analytics, Financial Planning and Analysis

By Ian Yates, Managing Director at Barcanet

Companies large and small spend countless hours every month developing, amending and updating the spreadsheets that measure performance and drive strategic decision-making. So it’s critical the data contained and output generated by these spreadsheets is timely, simple and above all, accurate.  But is it?

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Top Five Lessons for FP&A Professionals
May 24, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building, FP&A Skills

By Chris Ortega, CEO at Fresh FP&A

What ignited this article? I was talking with some upcoming college graduates from a similar background as myself. They were looking to go into corporate finance/financial planning & analysis (FP&A) after graduating from the Kelley School of Business at Indiana University. I shared with them lessons I learned from 10 years in the finance game.

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FP&A: Technology, Trends & Empowerment
May 23, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A Analytics, FP&A Business Partnering, FP&A Technology

A groundbreaking survey designed to benchmark current and emerging trends relative to how companies are leveraging technology and empowering FP&A professionals to unlock the strategic value of FP&A.

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Igniting Performance as the CFO: Optimizing and Aligning the Employee Experience with the Customer Experience
May 22, 2017
FP&A Tags:
Financial Planning and Analysis, FP&A People, FP&A Team Building

By Ernie Humphrey, CEO at Treasury Careers

The CEO walks into the CFO’s office and says, “You need to take more ownership of the customer experience and the professional development within and beyond your team. Even a few years’ ago many CFOs would have thought, and some still might think, is that the beginning of a joke?

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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 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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