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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 and Performance Management
Performance management
December 8, 2020
FP&A Tags:
Corporate Performance Management (CPM), Financial Planning and Analysis

By Tijana Balotic Truong, Commercial Finance and Performance Management Professional

New technologies are reducing back-office workload, giving FP&A the opportunity to be more involved in running the business. Degree of this involvement depends on the capacity of FP&A team and the organisational culture. 

Read more
The Digital UK & Ireland FP&A Board: Moving from Traditional Management Accounting to Extended Planning and Analysis (xP&A)
The Digital UK & Ireland FP&A Board
January 21, 2021

The Digital UK & Ireland FP&A Board will be held online on 21 January 2021 from 4:30 PM to 6:00 PM GMT. Join our experienced and international panel of experts to explore how to move from Traditional Management Accounting to Extended Planning and Analysis (xP&A).

Read more
From Data to Real Insight as the Analytics Business Partner
Business Partnering
December 3, 2020
FP&A Tags:
FP&A Business Partnering, Data-Driven FP&A, Financial Planning and Analysis

By Robert J. Zwerling and Jesper H. Sorensen, founders of the Finance Analytics Institute

The Authors

Robert J Zwerling and Jesper H Sorensen are the founders of the Finance Analytics Institute.

Mr. Zwerling is also Managing Director of Aurora Predictions, providing intuitive analytics with AI software for Finance and Operations.

Mr. Sorensen is also Senior Finance Director in a Fortune 100 technology company with a proven track record of advancing the analytics agenda.

To learn more about the Finance Analytics Institute please visit at www.fainstitute.com.

Many Finance professionals have an incorrect perception of the word “insight”, but here is a simple way to validate if you provide insight or “just” data. Ask yourself, what decision a business can make based on the data you have provided? Insight is something valuable and not yet known by the business, but when known, the business uses it to make decisions that are data-driven.

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FP&A Trends Webinar: How xP&A Should be the Baseline
xP&A
December 3, 2020
FP&A Tags:
Extended Planning & Analysis (xP&A), Integrated FP&A, FP&A Technology, Collaborative FP&A, Planning and Budgeting

How to make sure your top-down and bottom-up planning processes are harmonized beyond the finance function? Extended planning and analysis (xP&A) can be a solution.

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Future Meetings

  • Digital
  • In person
The Face-to-Face Zurich FP&A Board
The Face-to-Face Zurich FP&A Board: Agile FP&A: Turning Myths into Practice
Agile FP&A: Turning Myths into Practice

May 6, 2026

The Face-to-Face Geneva FP&A Board
The Face-to-Face Geneva FP&A Board
Agile FP&A: Turning Myths into Practice

May 12, 2026

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

May 21, 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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