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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.

Change Management for FP&A: Avoiding Failure
fp&a
September 22, 2020
FP&A Tags:
FP&A Change Management, What is FP&A, FP&A Strategic Planning, FP&A Team Building

By Amrish Shah, CFO at Metabolic

Change is the new normal. However, it is believed that most complex changes fail to deliver the promised benefits. How can FP&A help organisations navigate through a complex change? Find out the answer in this article.

Read more
North American FP&A Board Defines Strategies for Digital Transformation
Digital Transformation
September 17, 2020
FP&A Tags:
Digital FP&A Events Insights

By Nassim Gharib, CFO

The First Digital North America FP&A Board meeting took place on September 17, 2020 to discuss the digital transformation and how FP&A is moving from a traditional to a leading stage.

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FP&A: Uniting the Firm on a Single Planning Foundation
fp&a
September 17, 2020
FP&A Tags:
Planning and Budgeting, Collaborative FP&A

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/

To unite the firm on a single planning foundation, FP&A must adopt the planning frame that drives value for its customers. That platform is the Operational Budget (OB) and it brings many benefits to the firm.

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Indispensable Business Partners: Barriers & Breakthroughs
Business Partner
September 16, 2020
FP&A Tags:
FP&A Business Partnering, FP&A Skills

By David Wittenberg, Finance Manager at Providence St. Joseph Health

This article explores overcoming our own misconceptions of barriers to partnering, identifying the true cause in any specific situation, and establishing financial planning and analysis (FP&A) as indispensable partners to the business leaders we serve. 

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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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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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