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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.

Combining Human and Artificial Intelligence in FP&A: Roche Case Study
fp&a
June 25, 2021
FP&A Tags:
Digital FP&A Events Insights

By Peter Janssens, Brussels FP&A Board member

Today, the tools that are being offered are smart enough that with a few inputs and financial insight, you are able to achieve amazing results. No need to be a data scientist to deliver these results. In this article, we discuss Roche's FP&A transformation and how the company started with small experiments before going big.

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Five Steps to Succeed with a Good Data-Driven Strategy that Leverages Predictive Analytics
Analytics
June 24, 2021
FP&A Tags:
FP&A Predictive Analytics, FP&A Technology, Data-Driven FP&A, FP&A Strategic Planning

By Francesco Morini, Director - Innovation at CCH® Tagetik

Organisations are increasingly adopting data-driven approaches to decision-making. This is natural, given the amount of data we now have on hand. All-in-all, data-driven is now perceived as the right way to do business. If you're doing "data-driven decision making," you're doing it right. But are you really?

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Top Three Mistakes in FP&A Data Visualisation to Stop Making Today
Data Visualization
June 23, 2021
FP&A Tags:
Data Visualisation, FP&A Skills, FP&A KPI

By Monika Piekarska, Data Visualisation Expert at Bank for International Settlements – BIS

What is your data literacy level? Everybody agrees data visualisation is powerful. This article will guide you through the most common and not-so-obvious data visualisation mistakes.

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Key Steps to Embrace FP&A Transformation
fp&a
June 21, 2021
FP&A Tags:
Digital FP&A Events Insights

By Wai Yee Tsang, Senior FP&A Professional

FP&A Transformation has been taking place for some time, with teams moving from the Traditional FP&A Model to the extended FP&A (xP&A) Model. This represents a move from scheduled to on-demand planning, from one scenario to multiple scenarios and from finance to entire company planning.

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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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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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Augmenting the Finance Function with AI
 
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