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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.

FP&A Trends Digest: Issue #37
FP&A Trends Digest
May 8, 2021

In this digest, we will look into the qualities needed in a good FP&A professional and share 5 tips on how FP&A can become trusted business partners. We will also dive into the topic of digital FP&A, the role of technology and the methods to manage uncertainty using FP&A predictive analytics.

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Why Storytelling is a Powerful Force Within FP&A
storytelling
May 6, 2021
FP&A Tags:
FP&A Skills, FP&A Storytelling, FP&A Dashboards

By Michael Lengenfelder, Head of FP&A Product Management at Unit4

The role of the finance leader is changing. Before long, your colleagues may see you more as a journalist or storyteller — able to unearth critical facts, share a compelling narrative, and deliver the headlines that your decision-makers need today. But how's this possible?

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Making Artificial Intelligence Real for FP&A Professionals
Artificial Intelligence
May 5, 2021
FP&A Tags:
AI/ML FP&A, FP&A Technology, Business Intelligence (BI), FP&A Transformation, FP&A Analytics

By Cédric Schmitz, Financial Consultant at Upside Advisory

In today’s world, companies need more than ever fast insights to make the appropriate critical moves. Unfortunately, current BI tools through dashboards report ‘what’ happened and does not help to understand the ‘why’.

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Why Your Strategy is Flat
strategy
April 29, 2021
FP&A Tags:
FP&A Strategic Planning

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

Suppose you were asked to distil your entire business strategy into a single graph or visualisation; how would you choose to show it?

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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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