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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.

The FP&A Trends Webinar: FP&A Roadmap: How to Master Rolling Forecasts
Rolling Forecast
March 16, 2021
FP&A Tags:
Rolling Forecast, FP&A Transformation, Financial Planning and Analysis

Rolling Forecast is an essential tool for financial planning and analysis (FP&A), with the potential to radically transform corporates’ traditional budgeting process.
 

Read more
FP&A Trends Digest: Issue #33
FP&A Trends Digest
March 13, 2021

This digest will focus on five key components for a comprehensive solution, the steps required to establish competency in strategic finance and how FP&A can move beyond traditional planning.

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Reacting to Market Changes with Agile Scenario Planning
Agile Scenario Planning
March 11, 2021
FP&A Tags:
FP&A Scenario Planning, Planning and Budgeting, Agile FP&A

By Stéphane Bonutto, CFO at Oerlikon Balzers

While the economic environment is getting increasingly volatile, processes and tools are not always available to support taking the right business decisions. This blog explores how to identify the right drivers to monitor and how to build flexible scenario templates.

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The FP&A Trends Webinar: FP&A Data Visualisation
data visualization
March 9, 2021
FP&A Tags:
Data Visualisation, FP&A Storytelling, FP&A Skills

They say a picture is worth a thousand words… Telling a story is one of the most important tasks FP&A professionals are facing, and data visualization is a powerful tool to reveal stories. This tool can help filter out the noise and generate valuable business insights.

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Future Meetings

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The FP&A Trends Webinar
The FP&A Trends Webinar
Augmenting the Finance Function with AI

June 24, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: 2026 FP&A Trends Survey: Where AI Meets FP&A Reality
2026 FP&A Trends Survey: Where AI Meets FP&A Reality

July 8, 2026

The FP&A Trends Webinar
Designing an Effective FP&A Operating Model
Designing the FP&A Operating Model for the AI Era

July 9, 2026

The Digital North American FP&A Circle
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era
From Analysis to Orchestration: How FP&A Is Evolving in the AI Era

July 16, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Reactive to Proactive FP&A: Real-Time Scenario Planning
From Reactive to Proactive FP&A: Real-Time Scenario Planning

July 21, 2026

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The Power of Driver-Based Planning in the Age of AI
 
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From Data Chaos to Clarity: Making FP&A Data Fit for AI
 
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