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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.

Express Course of FP&A Data Storytelling
fp&a
November 25, 2021
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, Finance Professional and Data Skills Trainer

Data Storytelling is a discipline at the intersection of data analytics, psychology, and design. It allows you to convey data insights in the form of a compelling visual story. This short article explains why we need data storytelling, how to do it, and what we can expect at the end.

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How to use AI to forecast Account Receivables
AI and ML
November 22, 2021
FP&A Tags:
AI in FP&A

By Ashok Manthena, Founder of ChatFin

This blog explains how FP&A can utilise Artificial Intelligence (AI) to make a data-driven forecast of Account Receivables by examining historical invoices and payment data.

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The Soft Skills of FP&A: Why Communication Matters for Finance Professionals
skills
November 19, 2021
FP&A Tags:
FP&A Skills, FP&A People, FP&A Storytelling

By Ryan Sullivan, Principal at Collectiv

For FP&A, effective communication centres on 'storytelling' — the art of conveying numerical analysis as a cohesive narrative instead of a set of disjointed figures. It is hard to overstate the importance of storytelling. How FP&A professional presents their data determines how they are viewed

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Corporate Performance Management in the Age of Agility
cpm
November 16, 2021
FP&A Tags:
Corporate Performance Management (CPM), Agile FP&A, FP&A Strategic Planning, FP&A Team Building, Modelling and Forecasting, Planning and Budgeting

By Bernard Drui, Managing Director at Protiviti

Corporate Performance Management (CPM) has long consisted in breaking the company’s strategy down into operational objectives and indicators, measuring the achievement of these objectives against operational entities' budget or forecast and take action on that basis. This approach was effective in a stable business environment, with slow and controlled changes.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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AI in FP&A
Data and Analytics
Data & Analytics
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ESG in FP&A
FP&A Case Studies
FP&A Case Studies
FP&A Research
FP&A Research
General
General
Integrated FP&A
Integrated FP&A
People and Culture
People and Culture
Process
Process
Technology
Technology

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