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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.

Winning as an FP&A Team: Gallagher Case Study
team
May 17, 2021
FP&A Tags:
FP&A Team Building, FP&A Case Studies, FP&A People

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

What does winning as an FP&A Team mean? A common problem for the FP&A team occurs when the information provided is not used or valued in the decision-making process. Setting up the FP&A team correctly will help alleviate this problem and optimise your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win. 

Read more
FP&A Role in Capital Planning: Getting Beyond the Traditional
fp&a role
May 13, 2021
FP&A Tags:
Digital FP&A Events Insights

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

On March 25, 2021, about 550 FP&A practitioners from 70 countries around the globe gathered to discuss FP&A Role in Capital Planning: Getting Beyond the Traditional.

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What Do You Need to Become an xP&A Business Partner?
xP&A
May 13, 2021
FP&A Tags:
Digital FP&A Events Insights

By Ashvin Sood, Operations Finance Manager at George Weston Foods New Zealand

In any technological transformation adventure, start with the data and start small.  Good clean data, standardised across your organisation always leads to better outcomes.  Start small but ensure you can scale up quickly. This ensures you learn and fail early before you go big. 

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Modern Technology: Transforming FP&A’s Agility and Adaptability
Modern Technology
May 11, 2021
FP&A Tags:
FP&A Technology, AI/ML FP&A, Agile FP&A

The FP&A transformation journey should start right now. In this video, you will learn about three important things about leveraging modern technology for FP&A.

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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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