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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.

3 Dos and Don'ts in Business Partnering (you’d be surprised!)
fp&a
September 21, 2021
FP&A Tags:
FP&A Business Partnering, FP&A People, FP&A Skills

By Douglas Yeung, Senior FD at Genesys

There are probably a lot of tips and learnings you have picked up as you went on your journey as a finance business partner, but you may still be up for some surprises from the list here.

Read more
Agile Insights for Finance Transformation Success
agile
September 14, 2021
FP&A Tags:
FP&A Transformation, Agile FP&A

By Dante Healy, Finance & Data Systems Strategy (FDSS) IT Project Manager at Mars

Whether it’s financial reports, management analysis or updates to financial processes and systems, Agile approaches are becoming more attractive for Finance teams. When adopted successfully, organisations see improvements in quality, speed of delivery, and overall customer satisfaction. 

Read more
6 Tips for an Efficient Business Performance Measurement Process
fp&a
September 2, 2021
FP&A Tags:
Financial Planning and Analysis, Corporate Performance Management (CPM), FP&A KPI

By Stéphane Bonutto, CFO at Oerlikon Balzers

Many companies measure their progress against annual objectives through profit and loss (P&L) reporting and a business performance measurement (BPM) tool. In many cases, this tool is a scorecard summarising the key P&L and balance sheet numbers. Is this enough?

Read more
How FP&A can Create Value for the Organisation
fp&a
September 1, 2021
FP&A Tags:
Digital FP&A Events Insights

By Nassim Gharib, CFO

Through the adoption of technology, FP&A teams are able to achieve complete visibility and help guide the company as a whole while assisting each team to optimise performance.

 

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Future Meetings

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The Face-to-Face Munich FP&A Board
The Face-to-Face Munich FP&A Board: Leading FP&A Change in the AI Era
Leading FP&A Change in the AI Era

September 22, 2026

The Face-to-Face Frankfurt FP&A Board
The Face-to-Face Frankfurt FP&A Board
Leading FP&A Change in the AI Era

September 24, 2026

The Face-to-Face Chicago FP&A Board
The Face-to-Face Chicago FP&A Board
Leading FP&A Change in the AI Era

October 13, 2026

The Face-to-Face San Francisco FP&A Board
The Face-to-Face San Francisco FP&A Board
Leading FP&A Change in the AI Era

October 15, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar FP&A Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

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