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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 #38
FP&A Trends Digest
May 22, 2021

There are a lot of trends in FP&A that are being discussed but not implemented. In this digest, we would like to focus on how you can transform knowledge into action. We will discuss why predictive analysis, despite all the benefits, is still not widely used and how FP&A can efficiently leverage technology.

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Beyond FP&A: The Finance Manager as a Sparring Partner
fp&a
May 20, 2021
FP&A Tags:
FP&A Business Partnering, FP&A Skills

By Stéphane Bonutto, CFO at Oerlikon Balzers

Traditional FP&A activities are becoming increasingly standardised and automated. To cope with these trends, finance managers should take over the role of sparring partner in their organisation.

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4 Steps for Overcoming New FP&A Challenges
fp&a
May 19, 2021
FP&A Tags:
FP&A Business Environment, Driver-Based Planning, Rolling Forecast

By Alejandro Nicolás Ruiz, UK Business Controller at DHL

There is no doubt that 2020 has been one of the most disruptive years for all of us in many aspects of our professional and personal lives. In this article, I would like to discuss the new challenges in FP&A and how we need to face the new circumstances in the short and long term.

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Winning as an FP&A Team: Gallagher Case Study
team
May 17, 2021
FP&A Tags:
FP&A Team Building, FP&A Case Studies, FP&A People

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

What does winning as an FP&A Team mean? A common problem for the FP&A team occurs when the information provided is not used or valued in the decision-making process. Setting up the FP&A team correctly will help alleviate this problem and optimise your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win. 

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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 Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board
Dynamic Shift: Mastering Predictive Planning & Forecasting

May 21, 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

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

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