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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.

Winning as an FP&A Team: Gallagher Case Study
team
May 17, 2021
FP&A Tags:
FP&A Team Building, FP&A Case Studies, FP&A People

By Matt Poleski, CFO, Northeast and Mid-Atlantic Region at Arthur J. Gallagher & Co

What does winning as an FP&A Team mean? A common problem for the FP&A team occurs when the information provided is not used or valued in the decision-making process. Setting up the FP&A team correctly will help alleviate this problem and optimise your FP&A team’s influence. This article will examine how Gallagher has set up its FP&A team to win. 

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FP&A Role in Capital Planning: Getting Beyond the Traditional
fp&a role
May 13, 2021
FP&A Tags:
Digital FP&A Events Insights

By Ana Karpenko, Strategic Finance Project Manager at Hedge Fund

On March 25, 2021, about 550 FP&A practitioners from 70 countries around the globe gathered to discuss FP&A Role in Capital Planning: Getting Beyond the Traditional.

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What Do You Need to Become an xP&A Business Partner?
xP&A
May 13, 2021
FP&A Tags:
Digital FP&A Events Insights

By Ashvin Sood, Operations Finance Manager at George Weston Foods New Zealand

In any technological transformation adventure, start with the data and start small.  Good clean data, standardised across your organisation always leads to better outcomes.  Start small but ensure you can scale up quickly. This ensures you learn and fail early before you go big. 

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Modern Technology: Transforming FP&A’s Agility and Adaptability
Modern Technology
May 11, 2021
FP&A Tags:
FP&A Technology, AI in FP&A, Agile FP&A

The FP&A transformation journey should start right now. In this video, you will learn about three important things about leveraging modern technology for FP&A.

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Future Meetings

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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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