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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.

FP&A Digitalisation at Lloyds Development Capital
FP&A Digitalisation at Lloyds Development Capital
January 12, 2021
FP&A Tags:
Digital FP&A, FP&A Business Partnering, Modelling and Forecasting

In his 26-minute presentation, Paul Ashley Head of Applications, Lloyds Development Capital Limited, explained how the company has successfully implemented a digitised approach to business partnering, financial forecasting, and the private equity valuation process. 

Read more
The Collaboration Between Different Functions and FP&A
collaboration
January 7, 2021
FP&A Tags:
Collaborative FP&A, FP&A Team Building

By Renato Rossetti, Senior Finance Professional​

To be successful, organisations need to have good communication between functions. Although interconnected, they usually have different objectives. There are some best practices that organisations should keep in mind to have smooth cooperation between departments.

Read more
The FP&A Trends Webinar: Planning for Uncertainty: The Building Blocks of Agile FP&A
Planning for Uncertainty
February 23, 2021

The FP&A Trends Webinar will be held on February 23 from 10 AM to 11 AM PST to learn more about Planning for Uncertainty: The Building Blocks of Agile FP&A.

Read more
The FP&A Trends Webinar: FP&A’s Role in Capital Planning: Getting Beyond the “Traditional”
Capital Planning
March 25, 2021

The FP&A Trends Webinar will be held on 25 March at 8:00 AM PDT (3:00 PM GMT) to discuss FP&A’s Role in Capital Planning: Getting Beyond the “Traditional”.

Read more

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Future Meetings

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  • In person
The FP&A Trends Webinar
The FP&A Trends Webinar: The Power of Driver-Based Planning in the Age of AI
The Power of Driver-Based Planning in the Age of AI

June 10, 2026

The FP&A Trends Webinar
The FP&A Trends Webinar From Data Chaos to Clarity: Making FP&A Data Fit for AI
From Data Chaos to Clarity: Making FP&A Data Fit for AI

June 18, 2026

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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