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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.

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?

Read more
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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4 Key Steps to Become a Trusted FP&A Business Partner
partnering
April 28, 2021
FP&A Tags:
FP&A Business Partnering, FP&A Skills, FP&A Team Building, FP&A Storytelling

By Wai Yee Tsang, Senior FP&A Professional

Every FP&A professional has an active role to play in business partnering, supporting the leadership team to aid decision making. To enable this, the FP&A team must be positioned to inform the future impact of decisions that are being made now. This requires understanding what the company’s strategy is, where the company is heading, what part your business unit/function play to get there and what are the KPIs on which they are being measured.

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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: 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

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

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