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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.

Take the Long View: Harnessing Optimism and Investing In Technology to Accelerate Growth
Take the Long View: Harnessing Optimism and Investing In Technology to Accelerate Growth
September 27, 2022
FP&A Tags:
FP&A Technology

By Kevin Phillips,  CEO at IDU

According to FP&A Trends Survey 2022, there are two major problems today: 

When looking at immediate challenges, it can be difficult to justify ROI on FP&A technology against shorter-term sales. 

In some companies, FP&A is not considered to be an area for strategic investment.

How can this possibly be the case when especially cloud-based technology has been considered the saving grace of doing business during the pandemic?

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Automation in FP&A: If You Want to Go Far, Go Together
fp&a
September 22, 2022
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and Data Skills Trainer

How can automation maximize the value of FP&A in your business? 

The FP&A Trends webinar addressed key questions related to automation in FP&A. Where to start? What technology to use? How does the approach to automation change depending on the size of the organisation and the industry in which it operates?

This article provides an overview of the topics and cases presented and discussed by the expert panellists in the "Maximizing the Value of FP&A Through Automation" webinar, as well as the results of our polling questions.

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Reinventing FP&A: Telling the Story
fp&a
September 21, 2022
FP&A Tags:
FP&A People, FP&A Storytelling

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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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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Future Meetings

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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

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

June 24, 2026

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