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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.

The 3-Page Change Plan
planning
June 10, 2021
FP&A Tags:
Financial Planning and Analysis, FP&A Transformation

By Richard Reinderhoff, CFO/FP&A Expert and Independent Adviser

Improving financial planning and analysis (FP&A) means investing in people and systems. It only takes three pages to design a process and identify new roles and responsibilities. This method is described in this article and has been used to introduce new financial processes and operational reports.

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How Technology Can Help FP&A Bridge the Strategy Execution Gap
fp&a
June 9, 2021
FP&A Tags:
FP&A Technology, Integrated FP&A, Extended Planning & Analysis (xP&A), Collaborative FP&A, FP&A Strategic Planning

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

Does your organization’s strategy seem like a mystery or carefully guarded secret? Can it feel as if people's daily work doesn't relate to the direction where your business wants to go? Are people unable to access and understand your corporate goals easily? If you answered "Yes" to any of these scenarios, chances are that your organization is not as connected as it needs to be.

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From Descriptive to Prescriptive Analytics
Stefan Spiegel
June 8, 2021
FP&A Tags:
FP&A Predictive Analytics, FP&A Technology, AI in FP&A, FP&A Analytics

In this 7-minute presentation, Stefan Spiegel, CFO at Swiss Railway Freight Logistics (SBB Cargo AG), explains his company's journey towards merging finance and operations.

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FP&A Trends Digest: Issue #39
FP&A Trends Digest
June 5, 2021

Eric Hoffer, an American philosopher, is famously quoted as saying “in a time of drastic change it is the learners who inherit the future.” Although the concept of "growth mindset" was coined almost 7 years ago, it is more relevant than ever before. In this digest, we dive deeper into what a growth mindset means for FP&A as well as exploring ways to identify the right drivers for your planning process.

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Future Meetings

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  • 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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