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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.

Data Provides the ‘Eyes’ into the Organisation
Harsh-Amarasuriya-Data-Driven-FPA-Main
January 21, 2025
FP&A Tags:
Data-Driven FP&A, Integrated FP&A

By Harsh Amarasuriya, Global Head of FP&A, Finance Transformation, Data Strategy at Clyde & Co 

The article explores how data-driven FP&A transforms organisations by integrating financial and non-financial metrics to drive strategic decision-making and measurable outcomes.

Read more
1+1=3 Budgets: How to Get the Most Motivated Teams for a Given Budget
Matt-Poleski-Motivated-Teams-Given-Budget
January 16, 2025
FP&A Tags:
Planning and Budgeting, FP&A Team Building

By Matt Poleski, NorthEast and MidAtlantic Regions CFO at Arthur J. Gallagher

The article highlights how treating budgeting as a strategic advisory tool rather than an accounting exercise can align teams, inspire excellence and drive meaningful financial outcomes.

Read more
Modern Finance - Finance Professionals in the Age of Artificial Intelligence (AI)
Takeshi-Murakami-jan-2025-article
January 14, 2025
FP&A Tags:
AI in FP&A, FP&A Technology, FP&A Transformation, FP&A Case Studies

By Takeshi Murakami, Country CFO Thailand/Vietnam at Microsoft

The article showcases Microsoft's "Modern Finance" journey, led by Takeshi Murakami, highlighting how Artificial Intelligence and advanced technologies transform finance operations by automating tasks, enhancing decision-making, and enabling a strategic focus.

Read more
Dynamic Pricing - Part 2 of 2
Renato-Rossetti-Dynamic-Pricing-Part-2
January 9, 2025
FP&A Tags:
Profitability Analysis, AI in FP&A, FP&A Case Studies

By Renato Rossetti, FP&A Manager at Business Financial Metrics

This article explores how Thompson Sampling leverages AI to refine dynamic pricing strategies and maximise profits in unpredictable markets.

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Event Calendar

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All events for the year

Future Meetings

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

Register for FP&A Trends Webinar: Five Essential FP&A Team Roles that Power Strategy and Transformation
The FP&A Trends Webinar Five Roles Every High-Performing FP&A Team Needs

September 17, 2025

The Face-to-Face Stockholm FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Stockholm FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

September 18, 2025

The Face-to-Face Amsterdam FP&A Board
The Face-to-Face Amsterdam FP&A Board Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios

September 23, 2025

Register The Digital North American FP&A Circle: The Winning Formula for FP&A Storytelling
The Digital North American FP&A Circle FP&A Storytelling: Craft Stories That Influence and Impact

September 24, 2025

The Face-to-Face Boston FP&A Board: Debunking FP&A Myths: Agile Strategies for Forecasts and Scenarios
The Face-to-Face Boston FP&A Board Transforming FP&A Together: Human & AI Synergy

October 7, 2025

register for the FP&A Trends Webinar:From What-If to What’s Next: Scenario Management for Modern FP&A
The FP&A Trends Webinar From What-If to What’s Next: Scenario Management for Modern FP&A

October 8, 2025

The Face-to-Face Chicago FP&A Board: Dynamic Shift: Mastering Predictive Planning & Forecasting
The Face-to-Face Chicago FP&A Board Dynamic Shift: Mastering Predictive Planning & Forecasting

October 9, 2025

The Face-to-Face Houston FP&A Board: Creating Your Transformation Map with the FP&A Trends Maturity Model
The Face-to-Face Houston FP&A Board Creating Your Transformation Map with the FP&A Trends Maturity Model

October 21, 2025

Register The Digital North American FP&A Circle: Predictive Planning & Forecasting: Building Intelligence into Every Decision
The Digital North American FP&A Circle From Forecast to Action: Building Predictive Power into FP&A

October 22, 2025

The Face-to-Face Austin FP&A Board: Moving from FP&A to Extended Planning and Analysis (xP&A)
The Face-to-Face Austin FP&A Board Moving from FP&A to Extended Planning and Analysis (xP&A)

October 23, 2025

The Digital Nordic & Benelux & UKI FP&A Circle: First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed
The Digital Nordic & Benelux & UKI FP&A Circle First Steps into AI in FP&A: Getting Started Without Getting Overwhelmed

November 5, 2025

The FP&A Trends Webinar: Mastering Data in FP&A – Building Analytical Capabilities for Strategic Growth and Informed Decision-Making
The FP&A Trends Webinar Mastering Data in FP&A: Turning Analytics into Strategic Advantage

November 12, 2025

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