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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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The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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