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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.

Maximising Value Creation with Financial Business Partnering
Business Partnering
July 29, 2021
FP&A Tags:
FP&A Business Partnering, Collaborative FP&A

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

The power of Finance Business Partnering enables Finance to step outside of their traditional Performance Management roles (setting budgets and reviewing actuals) in order to contribute to real value creation initiatives.  

Simply put, spending more time working together is mutually beneficial for both Finance and the business.  
But what is the best way to structure that relationship?  Should Finance operate as an advisor, a consultant or perhaps even an investor?

Read more
Making Your Planning Season a Success: Three Questions to Consider
planning
July 28, 2021
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, Data-Driven FP&A

By Laryssa Reifel, FP&A Professional and Founder at FP&A Expertise

Annual Operating Planning is an important activity in many organisations.  Some refer to it as budget season and every organisation has its own nomenclature such as AOP, OB, LRBP, etc. This article covers best practices for a successful planning season, explains what best-in-class organisations do to create a solid annual operating plan and answers three burning questions.

Read more
Utilising Modern Technology for Predictive Planning
Predictive analytics technology
July 27, 2021
FP&A Tags:
Driver-Based Planning, FP&A Predictive Analytics, FP&A Technology, Planning and Budgeting

Analysis is only as good as the decisions that result from it. In the uncertain business environment, organisations that provide people with the intelligence to make better decisions will outperform their competitors.

Read more
How Technology Has Been Shaping a Winning FP&A Team
team
July 22, 2021
FP&A Tags:
FP&A Technology, FP&A Team Building, FP&A Skills

By Paolo Guerrieri, Senior Solution Architect at Wolters Kluwer – CCH Tagetik

The key to modern FP&A teams is through empowered organisational governance, underlying a rich collaborative exchange of words, data and information.  This article explores how technology changed the way FP&A teams’ organisations in order to meet a more challenging landscape.

Read more

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Future Meetings

  • Digital
  • In person
Dubai FP&A Board
The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
Agile FP&A: Turning Myths into Practice

February 5, 2026

Riyadh FP&A Board
The Face-to-Face Riyadh FP&A Board
Creating Your Transformation Map with the FP&A Trends Maturity Model

February 10, 2026

London FP&A Board
The Face-to-Face London FP&A Board
Beyond the Horizon: Top FP&A Trends of Tomorrow

February 25, 2026

Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of FP&A Storytelling
The Power of FP&A Storytelling

February 4, 2026

FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

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