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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 Art of Balance: Between Precise Planning and Agile Business Management
Daniele-Martins-Art-of-Balance
December 17, 2024
FP&A Tags:
Agile FP&A, FP&A Strategic Planning, Modelling and Forecasting

By Daniele Martins, Founder of the DM Brasil Training and Advisory

In this article, the author explores how organisations can balance rigorous financial planning with an agile mindset, highlighting the dangers of cognitive biases and offering strategies to prevent reliance on outdated assumptions and past information.

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FP&A in the Age of AI: How to Build Expertise for a Data-Driven Future
FP&A in the Age of AI: How to Build Expertise for a Data-Driven Future
December 17, 2024
FP&A Tags:
Digital FP&A Events Insights

By Hans Gobin, International FP&A Board Ambassador

The article below covers key takeaways from Digital EMEA FP&A Circle where we discussed FP&A in the Age of AI: Building Expertise for a Data-Driven Future

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From Spend to Strategy: Bridging Finance and Marketing Reporting
Ankesh-Tyagi-Bridging-Finance-and-Marketing
December 12, 2024
FP&A Tags:
Planning and Budgeting, FP&A Technology, Data-Driven FP&A

By Ankesh Tyagi, Enterprise Technology & Analytics Lead at Stripe, Inc.

In this article, the author outlines how to effectively bridge the gap between finance and marketing teams reporting and shares some learnings from his experience. He exemplifies his lessons with a planning system that helped them achieve a balanced closed-loop approach to finance and marketing planning.

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The FP&A Iceberg
Christian-Fournier-FPA-Iceberg-Main
December 10, 2024
FP&A Tags:
What is FP&A, Financial Planning and Analysis, Corporate Performance Management (CPM)

By Christian Fournier, Former Head of Finance Europe at Orange Business Services

In this article, the author compares FP&A activities with an iceberg, likening evident and essential to the company's direction actions to the tip of the iceberg. However, these components only represent a small part of our job and depend heavily on the other, less visible parts.

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Event Calendar

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Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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