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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.

How AI is Turning Healthcare Revenue into a Strategic FP&A Asset
Manoj-Kumar-Vandanapu-Sriharsha-Chavali-AI-Healthcare-Revenue
March 10, 2026
FP&A Tags:
AI in FP&A, Cash Planning, Forecasting Quality

By Manoj Kumar Vandanapu, Financial Controller Asset Management Americas at UBS, and Sriharsha Chavali, an Applied AI and Technology Leader

In this article, the author explains how AI-driven, claim-level revenue intelligence enables healthcare FP&A teams to forecast cash more accurately, anticipate payer behaviour, and shift from reactive variance analysis to forward-looking financial decision-making.

Read more
Why FP&A Needs To Break Free From The 100-Year-Old Budgeting Mindset
Pieter-van-Loosbroek-Break-Free-100-Year-Old-Budgeting-Mindset
March 5, 2026
FP&A Tags:
Planning and Budgeting, Rolling Forecast, Driver-Based Planning

By Pieter van Loosbroek, Founder and Managing Partner of steervalue

In this article, we explore how FP&A leaders can modernise traditional budgeting through a hybrid model combining rolling forecasts, dynamic resource allocation, and AI-enabled planning.

Read more
FP&A Software Selection: How to Make a Defensible Decision Without Vendor Theatre
Rob-Konferowicz-FPA-Software-Selection
March 3, 2026
FP&A Tags:
FP&A Technology, Digital FP&A

By Rob Konferowicz, Builder at CFO Shortlist

In this article, the author shares a practical, insider-led framework for running an FP&A/EPM software selection process that reduces risk, avoids demo-driven decisions, and anchors the choice in real value.

Read more
From Spreadsheets to AI-Powered Data Products: Why Finance Needs a Platform Strategy
David-Vega-AI-Powered-Data-Products
February 26, 2026
FP&A Tags:
AI in FP&A, FP&A Technology, Data-Driven FP&A

By David Vega, Head of Product Fraud & Waste Prevention at Amazon

In this article, the author explains why AI-powered data product platforms are becoming the foundation for faster, more trusted FP&A decision-making at scale.

Read more

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Future Meetings

  • Digital
  • In person
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 Change Leadership: Driving Transformation in the Age of AI
Driving Decision Intelligence in the Age of AI

September 16, 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

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