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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.

Is FP&A a Generalist or a Specialist?
Specialist
December 15, 2020
FP&A Tags:
Financial Planning and Analysis, FP&A Business Partnering, FP&A Skills

By Simone da Silva Collins, Senior Financial Analyst at Sony

Is FP&A a generalist or a specialist? I believe it can be a mixture of both.

Read more
The FP&A Trends Webinar: A New Age of Zero-Based Budgeting
The FP&A Trends Webinar
February 9, 2021

The FP&A Trends Webinar will be held on February 9 from 3 pm GMT to 4 pm GMT to discuss A New Age of Zero-Based Budgeting.

Read more
Moving Towards Better and Beyond Budgeting
Better and Beyound Budgeting
December 10, 2020
FP&A Tags:
Digital FP&A Events Insights

By Ana-Maria Mortasipu, Former Global Predictive Cash-Flow Digital Lead at PepsiCo

In this article, we will walk you through the practical examples and case studies from Hilti and Roche presented by our panellists, compelling discussions around the journey to more agile budgeting practices and the results of the four interactive polling questions.

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10 Principles for Driving Long-Term Value in FP&A Transformation
FP&A Transformation
December 10, 2020
FP&A Tags:
FP&A Transformation, FP&A Technology, FP&A KPI, FP&A Strategic Planning

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

This article explores how financial services businesses can guide investments in Financial Planning and Analysis (FP&A) design. It also provides recommendations on how to do so wisely and thoughtfully, and not rush through projects, which may necessitate re-investment later and consume valuable resources at a critical time.

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Event Calendar

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Transforming FP&A Together: Human & AI Synergy
 
First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
Mastering Data in FP&A: Turning Analytics into Strategic Advantage
 
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Creating Your Transformation Map with the FP&A Trends Maturity Model
 
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FP&A Storytelling in a Data-Driven World
 
From Insight to Impact: FP&A Business Partnering in Action
 
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All events for the year

Future Meetings

The Face-to-Face Copenhagen FP&A Board
The Face-to-Face Copenhagen FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

November 18, 2025

The Face-to-Face Riyadh FP&A Board: FP&A Storytelling in a Data-Driven World
The Face-to-Face Riyadh FP&A Board FP&A Storytelling in a Data-Driven World

November 24, 2025

The Face-to-Face Dubai FP&A Board: From Insight to Impact: FP&A Business Partnering in Action
The Face-to-Face Dubai FP&A Board From Insight to Impact: FP&A Business Partnering in Action

November 26, 2025

The FP&A Trends Webinar: FP&A 2026+: Top 5 Trends Through the AI Lens
The FP&A Trends Webinar Inside the Crystal Ball: Five Transformative Trends in FP&A in 2026 and Beyond

December 4, 2025

The Digital North American FP&A Circle
The Digital North American FP&A Circle Generative AI in FP&A: From Hype to Real Impact

December 9, 2025

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AI in FP&A
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Data & Analytics
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ESG in FP&A
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FP&A Case Studies
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FP&A Research
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General
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Integrated FP&A
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People and Culture
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Process
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Technology

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