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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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FP&A Trends Digest

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Future Meetings

  • Digital
  • In person
Toronto FP&A Board
Toronto FP&A Board
From Insight to Impact: FP&A Business Partnering in Action

March 5, 2026

New York FP&A Board
New York FP&A Board
Agile FP&A: Turning Myths into Practice

March 10, 2026

Chicago FP&A Board
Chicago FP&A Board: Beyond the Horizon: Top FP&A Trends of Tomorrow
Beyond the Horizon: Top FP&A Trends of Tomorrow

March 12, 2026

Seattle FP&A Board
Seattle FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
Dynamic Shift: Mastering Predictive Planning & Forecasting

March 19, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. FP&A Business Partnering in the Age of AI
Elevating FP&A Business Partnering Through AI

March 18, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar. The Winning Formula of Integrated FP&A
The Analytical Backbone of Integrated FP&A

March 31, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar: Integrated FP&A in Action: Connecting People, Roles, and Decisions
Integrated FP&A in Action: Connecting People, Roles, and Decisions

April 22, 2026

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From Insight to Impact: FP&A Business Partnering in Action
 
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Agile FP&A: Turning Myths into Practice
 
Beyond the Horizon: Top FP&A Trends of Tomorrow
 
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Elevating FP&A Business Partnering Through AI
 
Dynamic Shift: Mastering Predictive Planning & Forecasting
 
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All events for the year

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