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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.

3 Things to Look for when Evaluating Software for FP&A
fp&a
February 17, 2021
FP&A Tags:
FP&A Technology, Data Visualisation

By Douglas Yeung, Senior Finance Director at Genesys

When an organisation decides to invest in an FP&A software, there are three things to look for which will help ensure that the software selected will benefit the organisation as a whole, not just the FP&A function.

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Middle Eastern FP&A Board: Moving to xFP&A
Moving to xFP&A
February 17, 2021
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A, FP&A Technology, FP&A Transformation

Gartner forecasted that by 2024, 70% of new financial planning and analysis projects (FP&A) will become extended planning and analysis (xP&A) projects, expanding their scope beyond the finance domain into other areas of enterprise planning and analysis.

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The Coca-Cola Company: Collaborative Planning at The McDonalds Division
Collaborative Planning
February 16, 2021
FP&A Tags:
Collaborative FP&A, Integrated FP&A, FP&A Transformation, FP&A Case Studies

The Coca-Cola Company’s recent global digital transformation initiative within their McDonald’s Division (TMD) has increased the company’s confidence in their data and enabled them to make better decisions faster.

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FP&A Trends Digest: Issue #31
FP&A Trends Digest
February 13, 2021

Staying productive during an everlasting pandemic is a challenging task. Therefore, in this digest we added ten productivity hacks for finance professionals that can help you manage your time more effectively. We will also look into a three-step crisis management framework.

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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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