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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.

First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
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November 19, 2025
FP&A Tags:
Digital FP&A Events Insights

By Hans Gobin, FP&A Leader and International FP&A Board Ambassador

In this article, senior leaders from Miele, ETH Zurich, Takeda and Jedox share practical steps for how FP&A teams can adopt AI with small wins, strong data foundations, and scalable use cases.

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The Growth–Profitability Trade-Off: How FP&A Guides Smarter Choices with Frameworks
Matt-Poleski-Growth-Profitability
November 18, 2025
FP&A Tags:
Profitability Analysis, Modelling and Forecasting

By Matt Poleski, NorthEast and MidAtlantic Regions CFO at Arthur J. Gallagher

In this article, learn how FP&A leaders can use the Growth and Profitability Matrix to balance revenue expansion with margin discipline and turn financial reviews into strategic business conversations.

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No AI Without Quality Data: How to Build Data Foundation for FP&A
webinar
November 13, 2025
FP&A Tags:
Digital FP&A Events Insights

By Olga Rudakova, FP&A Board Ambassador

In this article, senior leaders from PepsiCo, BILL, and Workday reveal how FP&A teams can turn fragmented data into a strategic advantage through quality foundations, predictive analytics, and AI-ready planning.

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Make Your Data Work for You — The FAIR Framework for FP&A
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November 13, 2025
FP&A Tags:
Data-Driven FP&A, FP&A Analytics, AI in FP&A

By Dr. Prashanth Southekal, Data and Analytics Consultant, Author, and Professor

In this article, the author explains how FP&A teams can use the FAIR data management framework to make high-quality data truly usable, shareable, and ready for analytics and AI.

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Future Meetings

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The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

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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