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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.

FP&A Trends Digest: Issue #37
FP&A Trends Digest
May 8, 2021

In this digest, we will look into the qualities needed in a good FP&A professional and share 5 tips on how FP&A can become trusted business partners. We will also dive into the topic of digital FP&A, the role of technology and the methods to manage uncertainty using FP&A predictive analytics.

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Why Storytelling is a Powerful Force Within FP&A
storytelling
May 6, 2021
FP&A Tags:
FP&A Skills, FP&A Storytelling, FP&A Dashboards

By Michael Lengenfelder, Head of FP&A Product Management at Unit4

The role of the finance leader is changing. Before long, your colleagues may see you more as a journalist or storyteller — able to unearth critical facts, share a compelling narrative, and deliver the headlines that your decision-makers need today. But how's this possible?

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Making Artificial Intelligence Real for FP&A Professionals
Artificial Intelligence
May 5, 2021
FP&A Tags:
Business Intelligence (BI), AI in FP&A, ML in FP&A

By Cédric Schmitz, Financial Consultant at Upside Advisory

In today’s world, companies need more than ever fast insights to make the appropriate critical moves. Unfortunately, current BI tools through dashboards report ‘what’ happened and does not help to understand the ‘why’.

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Why Your Strategy is Flat
strategy
April 29, 2021
FP&A Tags:
FP&A Strategic Planning

By Michael J. Huthwaite, Director of Product Management at Walmart

Suppose you were asked to distil your entire business strategy into a single graph or visualisation; how would you choose to show it?

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Future Meetings

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The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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The Analytical Backbone of Integrated FP&A
 
 
 
 
 
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