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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.

Ingredients for Success in an FP&A Implementation
fp&a
July 7, 2021
FP&A Tags:
FP&A Technology, FP&A Transformation

By Jawwad Rasheed, Former EY UK FP&A Lead for Financial Services

Successful implementation of an FP&A software requires clarity on the selected tools, delivery methodology and business benefits that the solution aims to deliver. The six considerations set out below aim to improve success for FP&A implementation.

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Financial Planning: Sources of Soft Data
fp&a
July 5, 2021
FP&A Tags:
Data-Driven FP&A, Planning and Budgeting, FP&A Strategic Planning

By Richard Reinderhoff, CFO/FP&A Expert and Independent Adviser

The financial numbers only show one side of the story. When FP&A professionals are presenting the complete story behind the numbers, soft data needs to be collected and incorporated. The big question is, what data and where is it?

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FP&A Trends Digest: Issue #41
FP&A Trends Digest
July 3, 2021

While the world is slowly getting used to the post-pandemic life, the crisis revealed crucial learnings for how business and FP&A should interact. In this digest, we share tips on how to move towards an FP&A business advisor role, explain why systems thinking is a useful tool for finance business partners and describe how prescriptive analytics can level up the FP&A game.

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Placing your FP&A Initiatives into Practical Execution
fp&a
July 2, 2021
FP&A Tags:
FP&A Strategic Planning, Integrated FP&A, Extended Planning & Analysis (xP&A)

By Ryan Sullivan, Principal at Collectiv

It’s often been said that we’re in the agile phase of strategic thinking – the stage of strategic thought that focuses on flexibility in planning and rapid, quickly responding iterations - and it really can’t be emphasised enough just how important it is to build a responsive and agile FP&A strategy. It makes all the difference between an efficient and high-performing strategy and one that’s dead in the dust.

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Future Meetings

  • Digital
  • In person
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 Business Partnering in the Age of AI
FP&A Business Partnering in the Age of AI

October 28, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: FP&A Roles Reimagined for the AI Era: Leading Finance Transformation
FP&A Roles Reimagined for the AI Era: Leading Finance Transformation

November 4, 2026

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