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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 Descriptive to Prescriptive Analytics
Stefan Spiegel
June 8, 2021
FP&A Tags:
FP&A Predictive Analytics, FP&A Technology, AI/ML FP&A, FP&A Analytics

In this 7-minute presentation, Stefan Spiegel, CFO at Swiss Railway Freight Logistics (SBB Cargo AG), explains his company's journey towards merging finance and operations.

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FP&A Trends Digest: Issue #39
FP&A Trends Digest
June 5, 2021

Eric Hoffer, an American philosopher, is famously quoted as saying “in a time of drastic change it is the learners who inherit the future.” Although the concept of "growth mindset" was coined almost 7 years ago, it is more relevant than ever before. In this digest, we dive deeper into what a growth mindset means for FP&A as well as exploring ways to identify the right drivers for your planning process.

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The Real Enemy of Strategy
strategy
June 3, 2021
FP&A Tags:
FP&A Strategic Planning

By Michael J. Huthwaite, Director of Product Management at Walmart

We’ve all heard the phrase, “Culture Eats Strategy”.  This quote often attributed to Peter Drucker is seared into the minds of many as the reason why Strategy often fails.   But for some reason, I’ve never been able to fully buy into this statement.  Am I alone in this thinking?

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5 Skills That Make xP&A Work
skills
June 2, 2021
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A, FP&A Skills

By Bryan Lapidus, Director, FP&A Practice at the Association for Financial Professionals (AFP)

xP&A is extended planning and analysis, a term coined by Gartner to explain the technology that allows distributed inputs from the business units, algorithms and edge systems directly into the planning function. Information is dispersed, requiring a different set of skills to integrate the information. Here are five ways you can apply the structure of integrative intelligence to your xP&A process. 

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

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

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