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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.

Why Do Teamwork and Strategy Matter?
fp&a
September 20, 2022
FP&A Tags:
Financial Planning and Analysis, FP&A Team Building

By Matt Poleski, Regional CFO at Arthur J. Gallagher & Co

According to a McKinsey study, during the pandemic, about 50 percent of the companies in their research, "the outperformers", took advantage of the crisis, significantly increasing performance. At the same time, 50 percent saw no meaningful change. This article discusses what factors lead companies to outperformance and how Financial Planning and Analysis (FP&A) can help.

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Key Lessons Learned from the Pandemic
San-Francisco-FPA-Board-May-22-1
September 15, 2022
FP&A Tags:
FP&A Board Meetings Insights

By Zafeer Khan, Senior FP&A Manager at Sunbasket Inc

The recent FP&A Board meeting brought together some strong leaders in the FP&A field to discuss key lessons learned from the pandemic and how the future is evolving for the FP&A function. The article describes the main insights of the FP&A Board.

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Reinventing FP&A: FP&A Analysts
fp&a
September 13, 2022
FP&A Tags:
FP&A People, FP&A Skills

By Michael Coveney, Head of Research at FP&A Trends Group

In this series of 9 blogs, we will be looking at a number of areas that FP&A departments must address if they are to add value to the organisations they serve in this technology-driven age. This blog covers the role of the FP&A Analyst.

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Develop FP&A Team as a Trusted Business Advisor
fp&a
September 8, 2022
FP&A Tags:
FP&A Team Building

By Mohamed El-Rouby, Global Finance Lead and CFO at Pharmanovia

FP&A is expected to be more agile, more insight-oriented, and more data-driven. How can FP&A become a trusted business advisor and help organisations navigate through uncertainty? There are five things to keep in mind.

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Future Meetings

  • Digital
  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

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

May 21, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

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Integrated FP&A in Action: Connecting People, Roles, and Decisions
 
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