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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.

From Sprawl to Strategy: Roadmap for Next-Gen FP&A Impact
Thomas-Smith-Next-Gen-FPA
October 7, 2025
FP&A Tags:
FP&A Transformation, Integrated FP&A

By Thomas Smith, Strategic Finance Leader

In this article, the author shares a seven-step roadmap to help finance leaders cut through sprawl and build a focused, value-adding Next-Gen FP&A function.

Read more
From Transcripts to Strategy: AI Agents Unlock FP&A Foresight
Manoj-Kumar-Vandanapu-Raghavendra-Boorisetty-AI-Agents
October 2, 2025
FP&A Tags:
FP&A Predictive Analytics, FP&A Strategic Planning, AI in FP&A, FP&A AI Agents

By Manoj Kumar Vandanapu, Corporate Financial Controller at UBS, and Raghavendra Boorisetty, Global Director of Financial Planning & Analysis at Rain Carbon Inc

In this article, the authors show how AI agents can turn messy earnings call transcripts into actionable FP&A insights, improving forecasting, scenario planning, and strategic foresight.

Read more
AI Transformation in FP&A and Analytics: Insights from the AI FP&A Committee Meeting #28
Isha-Sharma-AI-Transformation.jpg
September 30, 2025

By Isha Sharma, Secretary of the AI FP&A Committee, Senior Financial Analyst - Corporate & Product Finance at Autodesk
 

In this article, the AI FP&A Committee explores how Next Gen FP&A can harness AI transformation, from productivity gains to Agentic AI and the FP&A Trends AI Maturity Model.

Read more
The CFO's New Reality: Running to Stand Still
Kevin-Phillips-CFOs-New-Reality
September 30, 2025
FP&A Tags:
Planning and Budgeting, FP&A Strategic Planning, Agile FP&A

By Kevin Phillips, CEO at IDU

In this article, Kevin Phillips explores the CFO’s New Reality: why traditional financial planning can’t keep pace with today’s chaos and how agile, scenario-driven approaches create competitive advantage.

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Future Meetings

  • Digital
  • In person
New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

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

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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