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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 #45
FP&A Trends Digest
August 28, 2021

In this digest, we reveal how to deal with the rise in expectations for FP&A practitioners, the three crucial aspects of FP&A storytelling, and the transformation journey of the Coca-Cola Company’s McDonald’s Division.

At the bottom of this digest, you will find invitations to two webinars that will help you stay on top of the latest trends and developments in FP&A. We would be delighted if you would join us as we explore the path to agile FP&A, and discover how to manage profitability in difficult times.

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Bending the Cost Curve
fp&a
August 26, 2021
FP&A Tags:
Cost Planning, FP&A Strategic Planning, Profitability Analysis, Planning and Budgeting

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

Building an analytically led organisation, focused on bending the cost curve and reinvesting those savings into opportunities that are earlier on the product lifecycle are key steps to growing and sustaining shareholder value.  No company will continue to grow forever.  In order to stick around, you’ll need to one day start to bend the cost curve. 

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How Data-Driven FP&A Powers Smarter Decision Making
data
August 25, 2021
FP&A Tags:
FP&A Transformation, Financial Planning and Analysis, Data-Driven FP&A

By Oliver Sullivin, Head of FP&A Solution Consulting, Unit4

When your financial planning and analysis (FP&A) becomes data-driven using automation and an intuitive platform with the right tools, then there's a fundamental shift. The data flows freely, it's trustworthy, and it starts to work for you. In fact, it can lead to a transformation, especially with decision-making around your organisation's finances and business strategy. But how can you reach this point? 

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Challenges in Revenue Management - 5 Ways to Maximise Net Sales
revenue
August 19, 2021
FP&A Tags:
Profitability Analysis, FP&A Strategic Planning

By Stéphane Bonutto, CFO at Oerlikon Balzers

Maintaining or increasing profit margins is key to the development of a company, but in many cases, it represents quite a challenge. I can see two main reasons for this: price pressure on the revenue side and inflation on the cost side. This blog explores 5 ways finance can support a company’s revenue maintenance.

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Future Meetings

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The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 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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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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