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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 #23
FP&A Trends Digest
October 10, 2020

While we are all busy with the budgeting season, it is a good idea to let yourself get distracted from time to time to avoid burnouts. In this FP&A Trends digest issue, we would like to share with you several FP&A-related insights.

Read more
How Much Profit are M&A/PE Analytics Leaving on the Table?
Analytics Leaving
October 8, 2020
FP&A Tags:
Financial Planning and Analysis, Planning and Budgeting, FP&A Analytics

By Alan Dybvig, Managing Partner at Dybvig Consulting

Alan Dybvig

Alan Dybvig is the managing partner of Dybvig Consulting. His intellectual property was implemented to create the operational budget (OB). His business experience includes 32+ years with IBM as a director and senior manager, primarily in supply chain and sales/marketing assignments, and then four years with a Warburg Pincus-financed supply chain startup where the idea for the OB germinated. He has had five articles published in the Journal of Corporate Accounting and Finance, two articles in the Institute of Management Accountants’ Strategic Finance and one each in the Institute for Business Forecasting's blog and INFORMS’ magazine, "OR/MS Today".

Alan Dybvig's LinkedIn profile: https://www.linkedin.com/in/alan-dybvig-0a374ois/

This article applies to all private sector firms, not just Mergers and Acquisitions (M&A) and Private Equity (PE) firms. The technique described here can also be used to rank the profitability of five financial planning alternatives to the traditional budget.

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Five Methods for Unbiased Finance Forecasting
forecast
October 7, 2020
FP&A Tags:
Modelling and Forecasting, Forecasting Quality, Financial Planning and Analysis

By Robert J. Zwerling and Jesper H. Sorensen, founders of the Finance Analytics Institute

The Authors

Robert J Zwerling and Jesper H Sorensen are the founders of the Finance Analytics Institute.

Mr. Zwerling is also Managing Director of Aurora Predictions, providing intuitive analytics with AI software for Finance and Operations.

Mr. Sorensen is also Senior Finance Director in a Fortune 100 technology company with a proven track record of advancing the analytics agenda.

To learn more about the Finance Analytics Institute please visit at www.fainstitute.com.

As long as there are humans involved in making a forecast, the forecast will be biased. But there are some steps to make a forecast unbiased. This article will look into the unbiased forecasting framework and will explore the methods where humans have minimal influence on the outcome.

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Pan-Asian FP&A Board on FP&A Team Building in the New Normal
remote work
October 6, 2020
FP&A Tags:
FP&A Board Meetings Insights

By Hans Gobin, International FP&A Board Ambassador

On the 6th of October, I had the pleasure of hosting the Second Digital Pan-Asian FP&A Board. We had six insightful presentations that are summarized in this article.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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