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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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Future Meetings

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  • 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: 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
Augmenting the Finance Function with AI

June 24, 2026

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