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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.

Five Steps to Succeed with a Good Data-Driven Strategy that Leverages Predictive Analytics
Analytics
June 24, 2021
FP&A Tags:
FP&A Predictive Analytics, FP&A Technology, Data-Driven FP&A, FP&A Strategic Planning

By Francesco Morini, Director - Innovation at CCH® Tagetik

Organisations are increasingly adopting data-driven approaches to decision-making. This is natural, given the amount of data we now have on hand. All-in-all, data-driven is now perceived as the right way to do business. If you're doing "data-driven decision making," you're doing it right. But are you really?

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Top Three Mistakes in FP&A Data Visualisation to Stop Making Today
Data Visualization
June 23, 2021
FP&A Tags:
Data Visualisation, FP&A Skills, FP&A KPI

By Monika Piekarska, Data Visualisation Expert at Bank for International Settlements – BIS

What is your data literacy level? Everybody agrees data visualisation is powerful. This article will guide you through the most common and not-so-obvious data visualisation mistakes.

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Key Steps to Embrace FP&A Transformation
fp&a
June 21, 2021
FP&A Tags:
Digital FP&A Events Insights

By Wai Yee Tsang, Senior FP&A Professional

FP&A Transformation has been taking place for some time, with teams moving from the Traditional FP&A Model to the extended FP&A (xP&A) Model. This represents a move from scheduled to on-demand planning, from one scenario to multiple scenarios and from finance to entire company planning.

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FP&A Trends Digest: Issue #40
FP&A Trends Digest
June 19, 2021

In this digest, we will look into keeping the balance between analytical depth and high-level storytelling, the metrics to use to measure the effectiveness of your FP&A team, and driving business performance with artificial intelligence.

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Event Calendar

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Bridging Today and Tomorrow: FP&A's Strategic Adoption of Present and Future AI Capabilities
 
Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond
 
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Generative AI in FP&A: From Hype to Real Impact
 
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All events for the year

Future Meetings

The FP&A Trends Webinar. FP&A Roles Reimagined for the AI Agentic Era
The FP&A Trends Webinar FP&A Roles Reimagined for the Agentic AI Era

January 21, 2026

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

February 4, 2026

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